Commercial Portfolio Manager (C&I DN)

 

Responsibilities include, but are not limited to the following: 

Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients Analyzing financials on existing relationships and preparing update memos  Report regularly on status Team Leader New Loan Requests and Loan Renewals Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc)  Research, compile, and provide market analysis relative to a credit  Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals) Manage and update the interim report for the RMs portfolio  Coordinating construction loan advances on certain credits  Assist with Credit Risk Review tasks, including coordinate responses to CRR, monitor action steps for remediation, etc.  Provide Backup to other Relationship Managers/Relationship Administrators as needed  Assist the team during vacations/absences as necessary  Provide sales & service support as necessary

Qualifications: 

Formally Credit Trained Demonstrates experience and judgment with credit decisions and analysis  Coach credit analysts on credit and customer interaction skills  5-7 years experience  Work with limited supervision