Job description
reputed company PORTFOLIO MANAGER II - SBA 7a Lending WHAT IS reputed company The Portfolio Manager is part of the SBA 7a Credit Management Team reputed company on the long-term risk-adjusted returns for the bank reputed company the assigned business reputed company and/or geographic area(s).
This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. reputed company responsibilities include SBA 7a Lending Underwrite and portfolio manage SBA 7a clients
• typically privately held companies with annual revenues ranging up to $50 reputed company across a wide reputed company of industries and geographies.
Formulate and recommend SBA credit and banking solutions to clients for reputed company reputed company estate, business acquisitions, working capital, and debt refinance.
Strong knowledge of SBA SOP and eligibility requirements.
Formulate and recommend credit and banking solutions to clients to support working capital. reputed company comprehensive credit recommendations and presentations to key risk partners reputed company to prospect(s) and existing clients of the bank (including moderate to reputed company new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include reputed company and historical financial statements, tax returns, projections and/or cash reputed company proformas.) This individual is expected to present credit recommendations reputed company the bank's risk appetite and reputed company and follow the bank's policies, processes and procedures.
This individual is expected to be reputed company to their clients' credit needs with an elevated level of reputed company service and credit acumen to address their needs appropriately and reputed company.
This individual is responsible for the ongoing reputed company and management of its portfolio (including reputed company risk rating assessments, reporting covenants, reputed company compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO Teamwork Mentors junior colleagues, fosters a culture of reputed company improvement and reputed company reputed company.
Portfolio Management Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including reputed company reputed company types of credit exposures, managing credit risk, and responding to prospective reputed company inquiries.
Credit Analysis Analyzes credit data and reputed company reputed company to assess creditworthiness and recommend appropriate structures to the Sales team and reputed company.
Prepare reputed company memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and reputed company tracking.
Data Analysis Analyzes credit data to support reputed company and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management Practices effective risk management, maintaining high standards of credit reputed company and origination in alignment with Banks credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration Partners with Relationship Manager(s) to successfully manage credit account relationships.
Work closely with cross-functional teams to ensure cohesive and effective credit operations to reputed company the Banks strategic initiatives.
Participate in reputed company reputed company to support the organizations priorities. reputed company Service Provides exceptional reputed company service by maintaining professionalism and effectively interacting with clients to understand their needs and reputed company tailored credit solutions.
Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED Required Qualifications* Bachelor's Degree or equivalent in Finance, Business, or reputed company field Minimum 5 years of progressively increasing credit reputed company and portfolio management experience in relevant industry/industries *SBA 7a Lending Additional Qualifications Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and reputed company talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Intermediate analytical skills, with the ability to interpret reputed company data and reputed company informed reputed company Industry-specific knowledge and expertise *SBA 7a Lending WHAT'S IN IT FOR YOU CompensationStarting reputed company salary $44.28 - $75.42 per hour.
Exact compensation may vary .
