Analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures.
Work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified.
Assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker.
Assure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Interface with clients in-person, over the phone and email in order to assess their credit needs.
Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
Reinforce superior customer service through examples along with appropriate follow-through with involved customers and employees.
Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

4+ years of related experience in Portfolio Management or similar field.
Bachelor's degree or equivalent experience required.
Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Intermediate knowledge of commercial credit and loan structuring, and pricing dynamics.
Credit analyst training completed.
Intermediate speaking and writing communication skills.

Assistant Vice President, Portfolio Management – Innovation Banking

Key skills