JobMesh

Portfolio Manager

Liberty Bank · New Haven, Connecticut, US

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we s...

Job description

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The Portfolio Manager is responsible for managing assigned relationships in the portfolio in order to minimize risk, validate appropriateness of risk ratings, maximize cross selling opportunities into our existing customer base both on a direct basis and via referrals to Relationship Managers and other areas of the bank such as Cash Management, and to assure timely administration of issues such as maturing lines of credit, receipt of financial statements, and loan documentation follow up. ACCOUNTABILITIES: - The incumbent is responsible for the ongoing management of customer relationships in the portfolio. - The incumbent will analyze, provide recommendations, process, and obtain appropriate approvals for various borrower requests. - Working closely with the Relationship Managers, the incumbent will facilitate the tracking and timely renewal of loans and lines of credit by assuring early custome...