Portfolio Manager
Core
Manages and oversees loan/deposit portfolios, performs underwriting and credit monitoring, and ensures compliance with credit policies and regulatory guidelines.
Role type
Senior IC commercial portfolio manager
Builds
Commercial loan and deposit portfolios for business clients
Domain
Banking / Commercial Lending
Required skills
underwriting, credit risk assessment, financial data analysis, cash-flow evaluation, collateral evaluation, problem loan resolution, Treasury products knowledge, FX products knowledge, Derivative products knowledge
Preferred skills
relationship management, cross-selling banking services, regulatory compliance knowledge
Technologies
Treasury systems, FX platforms, Derivative trading systems
Responsibilities
Analyze financial data to determine merits of loan requests and recommend structure; Monitor loan repayment activities and financial condition of borrowing clients; Develop problem loan credit solutions; Partner with Relationship Managers and Credit Department; Participate in the bank's Loan Approval Process; Manage the renewal process for existing credits.
Seniority
Senior, hands-on IC