Univest · 1 day ago
Portfolio Manager
Lancaster, PA
Full-time
Onsite
Mid Level
$65K/yr - $75K/yr
3+ years expUnivest is seeking a Portfolio Manager to join their Central PA Lending Team. The role involves managing client relationships, analyzing financials, and ensuring portfolio quality while supporting the Commercial Lending Team.
BankingFinanceFinancial Services
Hiring Manager
Nicole Dorn
Responsibilities
Supports assigned Corporate Banking Group and relationship managers with client and portfolio management
Communicate with Relationship Managers (RM) and customers in order to gather financial information to support loan request
Collaborate with RM, Customer, Administrative and Credit Support in order to facilitate loan proposals/approvals. (LPS, appraisals & environmental reports, searches, credit reports, memos, underwriting packets, etc.)
Collaborate with RM, Customer, Administrative and Loan Servicing Department/Bank Counsel for loan settlement (Boarding sheets, documentation review, customer follow up, etc.)
Review and final approval of loan coding
Post loan closing customer follow up (If necessary)
Establish operational relationship with designated clients to handle routine daily operational issues and client requests
Monitor and review exceptions (Credit & collateral), maturing loans, ABLs, credit rating maturities, and delinquencies. Work with RM and customer to resolve
Review customer risk profile and covenant compliance through the collection of financial data and searches
Portfolio audit preparation, support, and responses for internal and external auditors
Special projects and additional duties as required
Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct
Perform Additional Duties As Required
Qualification
Required
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
Preferred
Bachelor's degree in Finance or equivalent experience in related area desired
Trained Financial Analyst preferred
Microsoft Office Proficient
Benefits
Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
Paid Time Off (PTO): 15 days annually (prorated your first year)
Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
Holiday Time Off: 11 paid holidays
We offer company paid life insurance: as well as other supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings
Company
Univest
Univest is a regional bank that provides financial solutions for individuals, businesses, municipalities and nonprofit organizations.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2025-11-06Post Ipo Debt· $50M
2022-11-07Post Ipo Debt· $50M
2000-01-14IPO
Leadership Team
Eric W. Conner
Chief Information Officer (EVP), Chief Technology Officer (EVP), e-Commerce Director (VP / SVP)
Brian Richardson
Chief Financial Officer
Recent News
Univest Financial Corporation
2025-11-07
Univest Financial Corporation
2025-10-09
Univest Financial Corporation
2025-07-24
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