Portfolio Manager

Job Overview

This position will support lenders with the day-to-day monitoring of commercial credits along with helping process and onboard new clients. The ideal candidate would be someone that wants to eventually be a Business 360/Commercial lender with an expertise in SBA lending.

Responsibilities

• Serving as a point of contact and trusted advisor for customers and co-workers while developing and maintaining long term business relationships with clients.
• Analyzing client needs and making recommendations while serving as an intermediary between clients, loan officers, and underwriting staff.
• Attending client meetings, preparing loan approval/renewal documents, analyzing financial data, managing contact notes, maintaining the integrity of the collateral/lending relationship, and processing credit requests.
• Being the SBA point of contact as well as packaging SBA opportunities.

Requirements

• A minimum of two years of commercial, credit banking, underwriting or portfolio management and structuring experience.
• Strong communication, administrative, conceptual and underwriting skills.
• Strong interpersonal and problem-solving skills.
• The ability to work flexible and/or late hours as well as frequent overnight, road and/or air travel.

Preferred Qualifications

• Previous Lending, Underwriting, or Lending Assistant experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.