Portfolio Manager II

Summary The Portfolio Manager evaluates risk and oversees a loan portfolio by conducting annual reviews, renewals, covenant compliance, and financial collections. They collaborate with Relationship Managers to develop a profitable and high-quality portfolio, meeting with clients to understand their needs and gathering financial data for accurate risk assessment. Responsibilities include analyzing cash flows, preparing financial disclosures and credit packages, assisting with loan structuring and pricing, and coordinating closing processes. The role involves monitoring industry trends, ensuring compliance with loan covenants, and maintaining up-to-date regulatory training. Qualifications include a bachelor's degree and at least 10 years of relevant experience.