Vice President, Portfolio Management – Juris Banking Lending

Role Overview

• operate as an extension of senior leadership, driving day-to-day lending team execution and cross-functional collaboration.
• manage a team of portfolio managers and analysts who support our Juris Banking Lending and Deposit Sales teams.
• underwrite and originate loans to law firms and related businesses, as well as manage the health of existing relationships.
• ensure compliance with the Bank’s lending policies and procedures.
• work with a team that includes commercial bankers, business development officers, and partners from credit administration, loan administration, credit risk review, and others.
• manage workflow of portfolio managers and credit analysts.
• own end-to-end loan execution for your team, including prioritization, resource allocation, and delivery against timelines.
• drive process improvements and workflow efficiency.
• serve as the primary escalation point for standard transactions and portfolio risks.
• partner closely with the sales team to develop new and maintain existing client relationships while ensuring a timely credit process from start to finish.
• interface with clients in-person, over the phone, and email to assess their credit needs and determine the best structure and items needed for analysis.
• complete prescreening of loans to quickly assess the Bank’s ability to potentially lend.
• supervise a variety of general portfolio management activities, including credit concentration reviews and portfolio optimization, critical analysis of trends and factors impacting various projects.
• lead and develop a team; responsible for hiring, coaching, performance management, training and development.
• reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.

Requirements

• 8+ years of related experience in Portfolio Management or similar position with advanced knowledge of the underwriting of commercial credits at a bank, including loan structuring.
• Bachelor's degree or equivalent experience required.
• Previous leadership experience required.
• Demonstrate strong analytical and project management skills for a variety of tasks or projects.
• Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Advanced speaking and writing communication skills.
• Ability to deal with difficult problems involving multiple facets, variables in non-standardized situations.

Benefits

• competitive salaries
• an ownership stake in the company
• medical and dental insurance
• time off
• a great 401k matching program
• tuition assistance program
• an employee volunteer program
• a wellness program