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Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Portfolio Manager to join our Central PA Lending Team .
Responsibilities:Supports assigned Corporate Banking Group and relationship managers with client and portfolio management
New Loan & Loan Renewal Support:
Commercial Loan Support:
Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct
Perform additional duties as required.
Qualifications:Customer-focused individual with strong knowledge of credit, banking, financial analysis, and internal credit processes
3-5 years Credit Analyst or equivalent experience
Ability to manage risk within Portfolio, including loan grading and loan pricing
Ability to handle problems/exceptions in an independent manner
Strong knowledge of commercial lending practices, compliance issues, and underwriting skills
Strong interpersonal, written, and oral communication skills
Bachelors degree in Finance or equivalent experience in related area desired
Trained Financial Analyst preferred
Microsoft Office Proficient
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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Full Time
$79k-109k (estimate)
04/13/2024
04/30/2024
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.