Workout Portfolio Manager
Core
Supports Asset Recovery Group Relationship Managers in assessing and mitigating risk for large, complex multi-million dollar loan and deposit accounts, focusing on underwriting, restructuring, and credit monitoring.
Role type
Senior IC credit portfolio manager (asset recovery)
Builds
Restructured loan terms, credit presentations, and risk mitigation plans for corporate/commercial clients
Domain
Commercial banking / Corporate finance / Asset recovery
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling (DCF, leverage, capital structure), credit underwriting, risk rating, financial analysis, collateral valuation, loan documentation review, compliance knowledge (BSA/AML, OFAC), data gathering and research, financial metrics analysis
Preferred skills
Negotiation and dispute resolution, litigation process knowledge, UCC and bankruptcy code familiarity, capital markets experience
Technologies
Loan IQ, CL3, Moody's Financial Analysis, Risk Rating and ROE Models, Microsoft Office
Responsibilities
Prepare underwriting and credit presentations for restructures; monitor credit portfolios and assess risk rating changes; coordinate restructure closings and due diligence; act as client-facing contact for ARG borrowers; resolve loan delinquencies and payment issues; perform documentation reviews to ensure compliance and accuracy; support audits and GRC testing
Seniority
Mid-level, hands-on IC