Senior Portfolio Manager

Added
12 days ago
Type
Full time
Salary
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Related skills

relationship management microsoft office credit analysis cash management portfolio management

📋 Description

  • Underwriting and credit analysis for new loan requests and portfolio reviews
  • Structure credit solutions to fit client needs and risk appetite
  • Ensure adherence to policies, underwriting standards, and regulatory rules
  • Monitor portfolio performance and compliance with covenants
  • Develop strong client relationships and identify value-added financial solutions
  • Mentor junior team members on portfolio management best practices

🎯 Requirements

  • Bachelor’s degree in Business, Finance or related field
  • 10+ years banking experience with emphasis on credit underwriting
  • Formal credit training required
  • Ability to analyze financial statements and tax returns
  • Knowledge of loan structures and lending regulations
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)

🎁 Benefits

  • Base compensation range $110,000-$120,000 per year, with biannual bonus
  • Medical insurance with 100% covered employee premium
  • Dental Insurance
  • Vision Insurance
  • 401k with company match
  • Paid time off
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