Job Description
Overview:
A rapidly expanding commercial bank is looking for a Lending Portfolio Manager to support the Team Leader in growing and managing relationships within the C& I. You’ll oversee loan portfolios, manage depository relationships, and provide excellent customer service. This role offers valuable experience and a path to future leadership in relationship management.
Key Responsibilities:
• Support the Private Client Team in handling loan and depository relationships while cross-selling banking products.
• Analyze financial statements, assess creditworthiness, and prepare financial models to evaluate lending risks.
• Track covenant compliance, manage underperforming loans, and ensure proper risk rating documentation.
• Compile financial data, prepare credit documentation, and oversee cash flow, collateral schedules, and guarantor analysis.
Qualifications:
• Bachelor’s degree advantageous
• At least 5 years relevant experience
• Proficiency with Abrigo advantageous
• In-depth knowledge of credit products and regulatory requirements.
For more information on this role please contact Thereza at [email protected]
A rapidly expanding commercial bank is looking for a Lending Portfolio Manager to support the Team Leader in growing and managing relationships within the C& I. You’ll oversee loan portfolios, manage depository relationships, and provide excellent customer service. This role offers valuable experience and a path to future leadership in relationship management.
Key Responsibilities:
• Support the Private Client Team in handling loan and depository relationships while cross-selling banking products.
• Analyze financial statements, assess creditworthiness, and prepare financial models to evaluate lending risks.
• Track covenant compliance, manage underperforming loans, and ensure proper risk rating documentation.
• Compile financial data, prepare credit documentation, and oversee cash flow, collateral schedules, and guarantor analysis.
Qualifications:
• Bachelor’s degree advantageous
• At least 5 years relevant experience
• Proficiency with Abrigo advantageous
• In-depth knowledge of credit products and regulatory requirements.
For more information on this role please contact Thereza at [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Lending Portfolio Manager position is now open for candidates interested in the Bank Jobs sector. This role in New Canaan 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.
