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 ensuring the credit risks are responsibly monitored
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 to assess their credit needs
gather and analyze necessary information to present a financing request to senior management or Loan Committee for approval
coordinate processing of approved loans ensuring they are processed according to agreement and customer needs
reinforce superior customer service through appropriate follow-through with involved customers and employees

2+ years of related experience in Portfolio Management or similar field
Bachelor's degree or equivalent experience required
Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
Entry level to 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 Manager – Lender Finance

Key skills