responsible for 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
interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis
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

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

Vice President, Portfolio Management, Innovation/Tech ABL

Key skills