Portfolio Manager (Tech Team)
The Portfolio Manager is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management.
Primary Duties and Responsibilities:
- Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues.
- Provide guidance and oversight to junior staff throughout the underwriting and diligence process.
- Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process.
- Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management.
- Monitor current, matur...