Lead or participate in moderately complex Mid-Corporate Portfolio Management initiatives
Act as participant in large-scale planning for Mid Corporate Portfolio Management functional area
Review and analyze moderately complex multi-faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors
Independently resolve moderately complex issues and lead team to meet Mid-Corporate Portfolio Management deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle level managers to resolve issues and achieve goals
Participate in Mid-Corporate Portfolio Management projects and may lead teams
Serve as a peer mentor

4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Proficient or experienced in projection modeling
Beverage Industry Knowledge
Leveraged Lending and Projection modeling experience
Knowledge of accounting and merger and acquisition transaction types
Complex credit underwriting experience including advanced commercial/Middle Market credit or related specialty group relationship portfolio credit
Experience negotiating interest rates, price, terms, and collateral requirements
Knowledge and understanding of commercial banking products and services
Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills

Senior Mid-Corporate Portfolio Manager – Beverage Finance

Key skills