Portfolio Manager

Portfolio Manager - Savannah GA

Position Summary: The Portfolio Manager position works closely with the Relationship Manager, customers, and other team members to effectively manage an existing loan portfolio and originate new loan requests.

Reports To: Relationship Manager and/or Market Executive

Responsibilities:

• Assist Relationship Manager with the collection of financial information and other related data to determine credit worthiness of loan applicants
• Prepare loan packages for both new requests and renewals, in their entirety, for review and approval of the Relationship Manager and others in the approval process
• Assume ownership of assigned loans with little or no direct supervision
• Coordinate with credit department for analysis of loan requests
• Support the collection of past due loans
• Support the clearing of credit & collateral exceptions
• Maintain a working knowledge of loan documentation and bank terminology
• Obtain and retain product knowledge
• Ensure compliance with bank policies and regulations
• Participate with Relationship Manager in business development activities
• Other duties as assigned

Minimum Required Education, Experience, and Skills:

• Bachelor’s Degree with an emphasis in Finance and/or Accounting or a related field is preferred but not required
• 1 year of experience in credit analysis, credit administration, or lending is preferred but not required
• Ability to communicate effectively through both written and oral communications
• Ability to read, analyze, interpret, and follow procedures
• Must be a self-starter who is goal focused with good organizations skills and a high level of attention to detail
• Proficiency with Microsoft Office products

Physical Demands

• Requires sitting for long periods of time with heavy computer usage.
• Occasionally lifting or moving office products up to 10 pounds.

Work Location: In Person Savannah GA