Responsibilities
- Responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans
- Manage loans to ensure the credit risks are responsibly monitored and identified
- Interface with clients in-person, over the phone and email to assess their credit needs
- Gather and analyze necessary information to present financing requests to senior management or Loan Committee
- Coordinate processing of approved loans
- Reinforce superior customer service through follow-through with involved customers and employees
- Handle various other underwriting, portfolio management and upkeep tasks related to new loan requests and/or existing Relationship Managers' portfolio
Requirements
- 6+ years of related experience in Portfolio Management or similar field
- Bachelor's degree or equivalent experience required
- Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
- Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Intermediate to advanced knowledge of commercial credit and loan structuring, and pricing dynamics
- Credit analyst training completed
- Advanced speaking and writing communication skills.
Hard Skills
- underwriting
- portfolio management
- credit analysis
- loan structuring
- pricing dynamics
- banking operations
- loan administration
- treasury management
- regulatory compliance
- commercial banking products
Soft Skills
- customer service
- communication skills
- analytical skills
- interpersonal skills
- organizational skills
Certifications & Qualifications
- Credit analyst training
Vice President, Portfolio Management – Healthcare in az at Unknown Company
This position is listed as full time and onsite.