Portfolio Manager – 1212452



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

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