Vice President, Portfolio Management Middle Market Banking
Core
Vice President leading underwriting due diligence and ongoing portfolio management for private and publicly owned businesses in the Commercial Banking Middle Market division.
Role type
Senior IC credit portfolio manager
Builds
Commercial loan portfolios and credit risk assessments
Domain
Banking / Middle Market Lending
Required skills
credit structuring, underwriting, financial statement modeling, covenant monitoring, risk rating, credit memo preparation, stakeholder management, regulatory compliance
Preferred skills
formal credit training, Excel proficiency, Sageworks platform usage, sensitivity analysis
Technologies
Excel, Sageworks, Microsoft Office
Responsibilities
Lead underwriting due diligence and produce deal screen documents; Interface with clients and stakeholders to facilitate underwriting; Perform financial modeling and sensitivity analysis; Draft approval memos and present to credit committee; Monitor covenant compliance and risk ratings; Execute loan amendments and waivers; Maintain borrower credit files and data integrity.
Seniority
Senior, hands-on IC