Portfolio Manager II

About the role

The Portfolio Manager supports risk assessment and credit oversight for the loan portfolio by conducting annual reviews, loan covenant compliance, and financial collections. They collaborate with Relationship Managers to enhance a profitable and high-quality loan portfolio.

Responsibilities

• Evaluating risk and creditworthiness
• Analyzing financial data
• Preparing approval packages
• Assisting in loan structuring and pricing
• Monitoring industry trends
• Ensuring compliance
• Managing renewal processes

Qualifications

A bachelor’s degree and at least 10 years of relevant experience or equivalent are required.

Skills

• Financial analysis
• Risk assessment
• Client engagement
• Loan documentation management
• Strong analytical abilities
• Strong communication abilities
• Strong compliance abilities