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Climate Portfolio Manager at Amalgamated Bank | JobVerse
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Climate Portfolio Manager
Amalgamated Bank
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Climate Portfolio Manager
San Francisco, California, United States of America
Full Time
1 hour ago
$100,000 - $135,000 USD
No H1B
Apply Now
Key skills
Communication
Collaboration
About this role
Role Overview
Provide ongoing daily management of assigned climate loan relationships within bank policy and customer service standards.
Request, analyze, and assess borrower financial reporting and project performance information on a timely basis.
Underwrite and recommend loan modifications, renewals, waivers, and amendments.
Review financial models, collateral reporting, third-party reports, and appraisals; escalate issues as appropriate.
Prepare credit memoranda, risk rating recommendations, and approval packages in compliance with Bank guidelines.
Coordinate with legal counsel on documentation for borrower execution.
Work with third-party vendors (e.g., independent engineers, O&M contractors, consultants) as required.
Communicate clearly with internal partners and borrowers regarding portfolio issues and requirements.
Monitor covenant compliance and document exceptions.
Maintain accurate and complete credit files and portfolio documentation.
Prepare reporting for internal portfolio reviews and loan quality meetings.
Respond to information requests from internal stakeholders and auditors.
Identify emerging risks within assigned portfolio and escalate concerns to management.
Provide secondary approval for advances after determining that all conditions to advances have been met.
Support team members through collaboration and knowledge sharing.
Provide input on process improvements and workflow enhancements.
Maintain proactive communication with relationship managers and internal partners.
Demonstrate accountability for individual deliverables and deadlines.
Recommend ways to improve the organization.
Proactively manage loan relationships by setting appropriate client expectations and meeting deadlines.
Proactively keep management, commercial bankers and other team members informed on the progress with client requests and other deliverables.
Requirements
Bachelor’s degree in Business Administration, Finance, Accounting, or related field, or equivalent commercial credit experience.
3-7 years of relevant experience in commercial banking, project finance, structured finance, or climate/renewable energy lending.
Demonstrated ability to analyze financial statements, cash flows, and financial models to assess borrower and project performance.
Working knowledge of commercial loan structures, collateral, covenants and credit risk principles.
Experience preparing credit memoranda risk rating recommendations and loan approval packages.
Strong attention to detail and ability to manage multiple priorities and deadlines.
Proficient in Microsoft Excel and other productivity tools; ability to learn and use internal bank systems effectively.
Strong written and verbal communication skills, with the ability to present clear, organized credit analysis.
Demonstrated professionalism, accountability, and collaborative work style.
Ability to exercise sound judgment within established policies and escalate issues appropriately.
Benefits
Health insurance
Retirement plans
Flexible work arrangements
Professional development
Apply Now
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