Portfolio Manager managing credit structures and client relationships in Equipment Finance. Collaborating with internal teams to assess credit viability and managing risk portfolios.
Responsibilities
Accountable for managing a portfolio of accounts
Review and recommend credit decisions
Partner with Relationship Manager to meet with clients
Assess prospective client's viability for credit
Capture and document credit decisions and modifications
Collaborate with the Credit Analyst for Portfolio management duties
Requirements
Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting)
At least 6 years credit analysis and/or loan review experience in Commercial Banking that ideally includes Equipment Finance
Advanced analytical skills
Experience managing an advanced commercial client portfolio
Expertise in financial and risk analysis
Proficient with technology and ability to learn new applications
Benefits
Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options
Job title
Commercial Portfolio Manager II – Equipment Finance
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