Corporate Banking Portfolio Manager I

Essential Job Responsibilities

• Conducts independent financial statement, covenant and collateral analysis for Corporate Banking clients.
• Assesses liquidity, leverage and debt service capacity.
• In collaboration with Relationship Manager(s), manages an assigned portfolio of relationships.
• Manages a pipeline of Annual reviews, Interim reviews, Covenant testing, Renewals and Modifications.
• Assists with the cultivation of new business opportunities from existing corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships.
• Support cross-sell opportunities as identified through client interaction.
• Maintains a continuous improvement mindset.
• Maintains a thorough knowledge of the features and benefits of all corporate banking products and services.

Bona Fide Occupational Qualifications

• A bachelor’s degree in business, Accounting, Finance, Economics or related field required.
• A minimum of three (3) to seven (7) years of strong credit analyst experience and/or demonstrated portfolio management skills required.
• Ability to independently underwrite commercial loans.
• Knowledge of commercial loan structures and documentation.
• Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary.