Portfolio Manager

Job description

Essential Responsibilities: - Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This may include reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented. - Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc. - Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance to internal policies and procedures. - Assisting with the preparation of loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing - Ensures loan agreements are complete and accurate according to policy. - Assures timely loan closing and funding activities. - Reviews loan documents and reports to ensure integr...