Portfolio Manager

Job description

Summary: The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Qualifications: - Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank’s imaging system. - Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. - Analyze credit requests and perform financial statement analysis utilizing the bank’s standardized analysis tools. - Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. - Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client...