Portfolio Manager

Job description

Location : On site at location listed in job posting. Summary: The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ratings, recommends and evaluates credit structure, and prepares proposals. Contributes to the development of profitable long-term credits. Essential Duties and Responsibilities: - Primarily responsible for underwriting and servicing of commercial loan portfolios - Proactively identifies credit weaknesses / trends and alerts management to deterioration - Collaborates with RM to prioritize new credit requests, renewals, and reviews - Provides risk ratings and recommends appropriate credit structure - Identifies policy exceptions - Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions - Participates in customer meetings to discuss alternative credit structures and to clarify any questions. Also interacts with clients during due dil...