Job Description
Lender Finance Portfolio Manager 2
Job Description
About the Role
A highly analytical and organized team-focused individual is required to manage commercial loan requests.
Key Responsibilities
• Underwrite, Analyze and Close Loans:
• Working with relationship managers, lead roles in structuring, underwriting and analysis of commercial loan requests.
• Prepare credit approval packages, present recommendations to the credit team/senior management, and close complex commercial loans.
• Portfolio Management:
• Responsible for monitoring the credit quality of assigned portfolios by periodically evaluating financial trends, covenant compliance and borrowing bases.
• In addition, responsible for managing delinquencies and collateral exceptions.
• Relationship Management:
• Manage client relationships along with deal teams.
• Mentorship and Training:
• Mentor, train and develop junior team members.
• Maintaining Knowledge:
• Knowledgeable about various commercial products available to clients as well as general market/industry trends.
Requirements
• 5-8 years of experience
• Handles transactions/relationships/portfolio with moderate level of complexity
• Bachelor's Degree: Business, Finance or related field
• Highly advanced credit analysis skills (prefer a candidate with formal credit training)
• Demonstrated knowledge of financial statement analysis
• Excellent interpersonal and verbal and written communication skills
• Excels in a team environment
• Ability to effectively interact with all levels of leadership and employees within the organization
• Ability to work autonomously, handle multiple projects simultaneously and adapt to new demands and challenges
• Familiarity with nCino, Credit Lens, AFS is a plus
• Credit Analysis or Loan Review experience, preferably in the banking industry
Job Description
About the Role
A highly analytical and organized team-focused individual is required to manage commercial loan requests.
Key Responsibilities
• Underwrite, Analyze and Close Loans:
• Working with relationship managers, lead roles in structuring, underwriting and analysis of commercial loan requests.
• Prepare credit approval packages, present recommendations to the credit team/senior management, and close complex commercial loans.
• Portfolio Management:
• Responsible for monitoring the credit quality of assigned portfolios by periodically evaluating financial trends, covenant compliance and borrowing bases.
• In addition, responsible for managing delinquencies and collateral exceptions.
• Relationship Management:
• Manage client relationships along with deal teams.
• Mentorship and Training:
• Mentor, train and develop junior team members.
• Maintaining Knowledge:
• Knowledgeable about various commercial products available to clients as well as general market/industry trends.
Requirements
• 5-8 years of experience
• Handles transactions/relationships/portfolio with moderate level of complexity
• Bachelor's Degree: Business, Finance or related field
• Highly advanced credit analysis skills (prefer a candidate with formal credit training)
• Demonstrated knowledge of financial statement analysis
• Excellent interpersonal and verbal and written communication skills
• Excels in a team environment
• Ability to effectively interact with all levels of leadership and employees within the organization
• Ability to work autonomously, handle multiple projects simultaneously and adapt to new demands and challenges
• Familiarity with nCino, Credit Lens, AFS is a plus
• Credit Analysis or Loan Review experience, preferably in the banking industry
💡 Quick Summary
Seeking a career-building opportunity? The Lender Finance Portfolio Manager 2 position is now open for candidates interested in the Bank Jobs sector. This role in Boise offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
