Manager of Customer Planning for hybrid work environment focused on digital infrastructure solutions. Collaborate with cross - functional teams and support customer engagement strategies.
About the role
- Credit Portfolio Manager managing an assigned portfolio of Business Banking and Small Business Banking loans. Responsibilities include analyzing financial statements and collaborating with Relationship Officers for portfolio management.
Responsibilities
- Manage and administer assigned BB and SBB loans identified as Strategic Asset Management (SAM) loans
- Monitor and secure loan collateral
- Conduct site visits and coordinate with various parties to liquidate loan collateral
- Manage and monitor assigned SAM reports as applicable such as collateral impairment and watch list reports
- Assist SBA Program Manager with various SBA related actions such as liquidation packages, workouts and general SBA loan processing
- Review and manage the Quarter BB Score Report
- Analyze business and personal financial statements and performing financial spreading of those statements
- Utilize loan processing software to produce formal Loan Proposals for credit actions that will be presented for approval
- Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager
- Monitor portfolio continuously by tracking loan exceptions, BBC, covenants, past dues and other portfolio management activities
- Recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken
- Provide timely follow up and ensure that loan servicing actions are properly administered
- Collaborate with Relationship Officers to both identify expansion opportunities and maintain credit quality for existing base of customers
- Work with Relationship Officers to clear past dues, exceptions and covenants
Requirements
- Bachelor's degree in Business, Accounting, Finance or related area with at least 6 hours of accounting
- 5+ years of experience with Business Banking loans up to $5MM
- 3+ years of experience underwriting Business Banking loans
- Demonstrated credit decision making skills and ability
- Demonstrated financial analytical skills with ability to solve complex problems by interpreting data and results
- Demonstrated excellent writing skills to create credit memos
- Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers
- Demonstrated ability to work independently
- Demonstrated proficiency of Excel, and Word to create tables and worksheets for credit memos
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
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