Specialty Finance Underwriting Portfolio Manager

BA or BS
5 years of job-related experience
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word – Basic Level
MS Excel – Intermediate Level
MS PowerPoint – Basic Level
Knowledge of a wide range of Commercial lending and underwriting practices, and banking practices, specifically ABL, Equipment Finance, and Capital Markets lines of business

Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio
Ensure risks are identified timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank’s risk appetite and regulatory standards
Leader on complex transactions including syndications, multi-level capital structures, and/or ABL, Equipment Finance relationships
Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs
Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability
Optimize customer relationships working directly with Relationship Managers
Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten
Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements
Acts as a mentor to junior Underwriting Portfolio Managers
Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings
Performs other related duties and projects as assigned

No preferred qualifications provided.