Portfolio Manager II

Summary The Portfolio Manager plays a key role in assessing and managing credit risk within the loan portfolio by conducting annual reviews, ensuring covenant compliance, and overseeing the financial collection process. They collaborate with Relationship Managers to grow a high-quality, profitable portfolio, meeting with clients to understand their needs and collecting financial data for accurate risk assessment. The role involves analyzing cash flow and financial indicators, preparing credit documentation, and assisting with loan pricing and structuring. Additional responsibilities include monitoring industry trends, managing renewal communications, and ensuring compliance with regulatory requirements. Qualifications include a bachelor’s degree and extensive experience or equivalent. The position requires strong analytical skills, credit assessment expertise, and excellent client communication abilities.