PCG Loan Portfolio Manager- Senior

Duties And Responsibilities

• Identifying needs, developing fundamental loan recommendations (including cross-sales), negotiating loan terms, approving/coordinating approval of loans, portfolio risk monitoring, and researching basic business issues.
• Ability to spread and underwrite business and personal tax returns.
• Administers PFG loan portfolio which includes following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting.
• Administers portfolio in compliance with Credit Policy including timely recognition for watch list, non-accrual, and charge-offs.
• Works closely with PFG Relationship Managers and other team members to satisfy customer's consumer and commercial loan needs including active participation in all sales of PFG loan products.
• Works with loans of moderate to high complexity.
• Performs other duties as assigned.

Basic Qualifications

• At least 5 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience
• Bachelor's degree or an additional 2 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience

Preferred Qualifications

• Consumer Lending experience preferred
• Personal Tax Cash Flow analysis training and experience
• Strong written and verbal communication skills
• Well organized with attention to detail
• Ability to multitask
• MS Suite proficient and Internet proficiency