Portfolio Specialist

Job description

Job Summary The Portfolio Specialist works closely with the Senior Portfolio Manager, Relationship Managers, and Regional Relationship Managers to support the evaluation of financial information and credit needs of prospective and existing borrowers. This role focuses on developing foundational credit skills, including learning how to gather and analyze credit information, conduct preliminary company, financial, and industry analysis, and perform basic due diligence to assess the risk and return characteristics of financing transactions. Under the guidance of the Senior Portfolio Manager, the Portfolio Specialist develops a basic understanding of credit documentation and assists in the preparation of credit memorandums and relationship-based review memorandums. The Portfolio Specialist regularly participates with Relationship Managers, Portfolio Bankers, and Regional Relationship Managers in interactions with clients, Credit Administration, and Senior Management, and supports the preparation of recommendations related to credit extensions. Secondary responsibilities include loan boarding, tracking required financial reporting, monitoring financial covenant compliance, analyzing bor...