Portfolio Manager – 1212452
,
JOB SUMMARY
In this position you will be assigned a portfolio of existing commercial loan relationships of primarily C&I. You will be expected to manage the relationship as follows:
- Portfolio management
- Ensure timely renewals
- Report covenant violations
- Clear up reporting exceptions
- Credit and Underwriting
- Summarize lending needs
- Analyze financial statements
- Identify risks and mitigants
- Prepare and present to Officer Loan Committee
- Coordinate underwriting with Credit Administration
- Compliance
- Complete required compliance courses
- Adhere to SB Loan Policy
- Adhere to SB Code of Ethics
- New business – Business development is not a primary function of the Portfolio Manager position however PM’s will be expected to engage in the following networking activities:
- Establish a working relationship with Borrower and all key personnel
- Foster communication with Borrower CPA, attorney, insurance broker, etc.
- Review customer A/R agings and related information for potential relationship opportunities
- Communicate and commemorate progress via CRM platform
- Internal cooperation
- Respect colleagues time and priorities
- Bear ultimate responsibility for customer service
- Bear ultimate responsibility for account management generally
Other Opportunities