Portfolio Manager

Job description

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 (RM) 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. SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Underwrites and services commercial loan portfolios including management of covenant compliance testing, financial reporting, and annual reviews Identifies credit weaknesses / trends and alerts management to deterioration Collaborates with RM to prioritize new credit requests, renewals, modifications, and reviews Provides ris...