Vice President, Portfolio Management (State and Local Governments and Education Team)
Core
Senior individual contributor performing financial analysis, underwriting, and portfolio management for multimillion-dollar municipal and education credit requests.
Role type
Senior IC Vice President, Portfolio Management (Public Sector)
Builds
Municipal loans, leases, lines of credit, and other public sector lending products for state, local governments, and not-for-profit education institutions.
Domain
Banking / Municipal Finance / Public Sector Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial underwriting, credit analysis, financial modeling, covenant structuring, risk rating, loan documentation review, regulatory compliance, client negotiation, portfolio monitoring
Preferred skills
Municipal/public sector underwriting experience, not-for-profit lending experience
Technologies
Microsoft Office, nCino, Salesforce
Responsibilities
Analyze borrower financial statements and budgets to assess creditworthiness; prepare comprehensive credit underwriting documentation; manage ongoing portfolio monitoring and covenant compliance; lead discussions with clients during deal execution; provide guidance to junior team members; ensure adherence to credit policy and regulatory requirements.
Seniority
Senior, hands-on IC with leadership responsibilities