Senior Commercial Portfolio Manager – Equipment Finance

Role Overview

• Analyze and monitor credit worthiness of assigned customers/accounts
• Underwrite high quality credit narratives in support of new and existing loans
• Review and analyze applications, financial statements, credit reports, etc.
• Spread business and personal financial statements and tax returns using Moody's software
• Understand cash flow from operations
• Research industry trends and risks
• Perform collateral analysis including accounts receivable, inventory, real estate and investments
• Prepare written recommendations regarding loan approvals and structures

Requirements

• Bachelor's degree in accounting, finance, business, or related field
• 5+ years of experience in commercial credit underwriting
• Demonstrated success structuring and underwriting commercial credit
• Proficiency using Microsoft Word and Excel

Benefits

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays
• paid time off (PTO)