Special Assets Portfolio Manager II
Core
Managing a portfolio of complex, stressed banking relationships through financial review, proactive monitoring, and underwriting for renewals, term changes, and forbearance agreements.
Role type
Senior IC Special Assets Portfolio Manager
Builds
Loan renewals, forbearance agreements, and workout resolutions for high-risk banking relationships
Domain
Banking / Special Assets / Credit Risk
Required skills
Credit analysis, financial statement review, covenant compliance monitoring, collateral valuation, risk assessment, loan documentation preparation, forbearance agreement drafting, client negotiation, regulatory reporting, team mentorship
Preferred skills
Loan review experience, familiarity with internal banking applications, real estate review coordination
Technologies
Microsoft Word, Microsoft Excel, AFS system, ALSR forms
Responsibilities
Prepare approval memos for credit decisions, monitor loan payments and collateral status, coordinate file accumulation for workout reviews, mentor junior analysts, complete loan bookings and documentation, update regulatory ratings and administrative reports, assist in due diligence and legal document review
Seniority
Senior, hands-on IC