Portfolio Manager II

Summary The Portfolio Manager supports risk assessment and manages the bank’s loan portfolio through analytical oversight, annual reviews, loan covenant compliance, and financial collections. They collaborate with Relationship Managers to grow a high-quality, profitable portfolio by evaluating credit risk, analyzing financial data, and ensuring accurate underwriting. Key duties include preparing financial spreads and approval packages, assisting in loan structuring, monitoring industry trends, and maintaining compliance. Qualifications require a bachelor’s degree and at least 10 years of experience or equivalent. Essential skills encompass risk evaluation, financial analysis, client engagement, and regulatory adherence. This role demands performing credit assessments, managing loan renewal processes, coordinating closing events, and staying updated on industry trends to identify potential risks.