Special Assets Portfolio Manager II
Core
Managing a portfolio of complex, stressed banking relationships through financial analysis, risk monitoring, and credit decision support.
Role type
Senior IC credit portfolio manager (special assets)
Builds
Loan renewals, forbearance agreements, and workout strategies for high-risk clients
Domain
Banking / Special Assets / Credit Risk
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
credit analysis, financial statement review, covenant compliance monitoring, collateral valuation, risk assessment, loan documentation, forbearance agreement drafting, regulatory reporting, due diligence
Preferred skills
loan review experience, real estate review coordination, legal opinion review
Technologies
Microsoft Excel, Microsoft Word, AFS system, Dual Risk rating system
Responsibilities
Prepare approval memos for credit decisions; monitor loan payments, collateral, and covenant compliance; coordinate file accumulation for workout officers; mentor junior analysts; update regulatory ratings and administrative loan status reports; process loan transfers and bookings.
Seniority
Mid-Senior, hands-on IC
