Portfolio Manager

About this role

Responsibilities

• Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages
• Responsible for full cycle of loan request process; From conducting preliminary evaluation, to entering and maintaining client information in commercial database, to providing full financial and market analysis and preparing a recommended term sheet
• Contribute to the Market’s success in meeting/exceeding volume and production goals; Accompanies lenders during sales calls to assist with account details, relationship building, and product recommendations
• Primary liaison with internal and external stakeholders to include various Bank departments, customers, attorneys, and commercial lenders/leadership
• Identify and recommend changes or enhancements to the Bank’s lending policies and procedures