Portfolio Manager (Mortgage Warehouse)

Job Category : Banking Requisition Number : PORTF005552 Showing 1 location Job Details

Description

Proactively manages portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Commercial Relationship Managers to manage new credit proposals and renewals;

prioritizes requests, identifies risk and risk ratings, recommends credit structure, prepares proposals and evaluates alternative credit structures.

Proactively identifies portfolio weaknesses / trends and alerts management to deteriorating portfolio conditions.

Collaborates with RM to prioritize between new credit requests and renewals; provides initial risk rating and recommends appropriate credit structure.

Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions, customer meetings, discuss alternative credit structures, and clarify any questions.

May have limited interaction with clients during due diligence and to finalize credit package terms and documentation on transactions.

Requirements :

• Bachelors degree
• 2-4 years of experience
• Possesses an understanding of the current business environment; General understanding of credit; Working level of knowledge of credit policy;

Good analytical abilities

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)