Portfolio Manager
Oregon Pacific Bancorp
JOB SUMMARY: Manages a predetermined portfolio of existing client relationships. Assists the Commercial Relationship Managers with client/prospect related loan needs, and all duties assigned. Provides exemplary service to internal and external clients JOB SPECIFICATIONS:
- Education: Bachelor's Degree in business, finance or other relevant area or equivalent work experience
- Experience: 3 plus years of commercial experience or other relevant experience
- Works very closely with clients, Relationship Managers and Credit Analysts to analyze loan needs and options available
- Financial monitoring/reporting and covenant compliance/risk rating analysis
- New credit underwriting
- Regularly identifies and cross sells a wide variety of products and services appropriate for the client in conjunction with the Relationship Manager
- Manages in-depth client relationships
- Ensures all Bank loan documentation is accurate and the Bank's security interest in collateral is perfected
- Ensures timely processing of all credit requests and renewals
- Ensures all Bank loan files both hardcopy and digital are updated, organized and complete
- Performs a multitude of written and verbal communication tasks to ensure completion of all assigned projects
- Analyze and complete term loan reviews
- On-going loan administration and file maintenance and collection of financials
- Responsible for internal controls in the performance of assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
- Be knowledgeable of bank compliance rules and adhere to all Bank, Federal and State policies, procedures and banking regulations relating to this position.
- Other duties as assigned to meet client and operational needs.
- In-depth understanding and ability to interpret accounting literature, regulations, practice and theory, as well as ability to apply this knowledge to day-to-day activities
- Competency in applicable regulations regarding lending
- Strong understanding of Bank credit policies and procedures
- Strong understanding of commercial and real estate underwriting
- Strong organizational and project management skills
- Proficient computer skills with an emphasis on MS Office Products to include Excel and Word
- Excellent and effective written and verbal communication skills
- Willingness to assume additional responsibilities as requested
- Competency in providing exemplary internal/external client customer services in a professional manner and with tact and diplomacy
- Ability to be detail oriented with good problem-solving skills
- Ability to prioritize multiple tasks efficiently and within deadlines
- Ability to tolerate stress
- Competency in applying mathematical principles
- Ability to work with others in a cooperative manner that supports a team environment
- Responsible to the Commercial Lending Team for the fulfillment of functions and responsibilities.
- Contact with co-workers and the public in a professional manner that will enhance the overall marketing effort of the bank.
- Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
- Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
- Influence. Be an active player in participating, building and contributing to service.
- Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
- Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
- Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
- Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
- Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Vacancy posted 5 days ago
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