Portfolio Manager

Job Summary

Using business expertise and industry knowledge, the full-time Portfolio Manager will evaluate risk and make credit recommendations based on due diligence of cash flow, collateral, and borrower performance while actively monitoring a portfolio of C&I, CRE, and SBA 7a loans.

Key responsibilities

• Prepare and present thorough credit reviews and make risk rating recommendations for existing loan transactions
• Monitor ongoing financial performance, complete annual reviews, and follow up on current financial information for the assigned portfolio
• Develop knowledge of customers to assess their ability to pay and recommend actions to mitigate risk for accounts exhibiting credit weakness

Required qualifications

• Minimum of five (5) years of credit analysis experience, with a preference for knowledge of SBA 7a loan products
• Proven ability to assess corporate creditworthiness and create detailed annual reviews
• Strong risk management and analytical skills
• College degree or equivalent experience preferred
• Ability to manage time effectively and work independently with limited direction