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Banner Bank · 2 days ago

Syndication Portfolio Manager (Remote WA, OR, ID & CA)

United States

Full-time

Remote

Mid Level

$89K/yr - $117K/yr

4+ years exp

Banner Bank is a well-established financial institution with over 135 years of experience, recognized for its strong workplace culture and financial stability. The Syndication Portfolio Manager will be responsible for monitoring the financial health of the syndicated loan portfolio, ensuring compliance with credit policies, and collaborating with various stakeholders to assess borrower performance and credit quality.

BankingFinanceFinancial Services

Culture & Values

H1B Sponsor Likely

Responsibilities

Directs day-to-day monitoring of the syndicated loan portfolio, including financial performance, covenant compliance, liquidity trends and borrower credit outlook

Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting

Assist with the loan trade settlement and portfolio administration, ensuring accurate reconciliation of positions, allocation notices and agent bank reporting

Collaborate with credit underwriters and relationship managers to support ongoing credit monitoring, amendment/waiver requests and analysis of borrower performance trends

Prepare internal credit monitoring reports and annual reviews providing clear assessment of borrower credit quality, sponsor strength, leverage metrics and industry risks

Evaluate amendments, waivers and borrower requests summarizing financial impacts and provide recommendations to the Chief Credit Officer or designated committees

Ensure compliance with internal credit policies, regulatory expectations and loan agreements, including documentation accuracy, reporting deadlines and covenant requirements

Qualification

Commercial lending experienceFinancial modelingCovenant complianceAdvanced Excel skillsCredit monitoringVerbal communicationWritten communicationCollaboration skills

Required

Bachelor's degree in business, Accounting, Finance, Data Analytics or other related field Required (an equivalent combination of education and experience may be considered)

4 or more years of commercial lending experience Required

Ability to work with underwriting and others on a collaborative basis, pulling together borrower performance and credit market dynamics

Strong knowledge of commercial lending regulations and leveraged lending guidance, including documentation standards, covenants and regulatory review expectations

Advanced analytical skills, including financial modeling, covenant analytics, sensitivity testing and identification of early warning indicators in borrower performance

Advanced Excel, Power Point and Word skills with the ability to prepare committee ready materials, portfolio level reporting and bank wide credit risk summaries

Excellent verbal and written communication skills with an ability to build strong partnerships across the organization and capable of translating technical findings into clear recommendations for management and cross functional teams

Benefits

Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life

Paid vacation time, sick time and 11 company paid holidays

401k (with up to 4% match)

Tuition reimbursement

Company

Banner Bank

Glassdoor4.1

We are proud to provide you with the most comprehensive financial services in the Pacific Northwest

Founded in 1890

Walla Walla, Washington, USA

1001-5000 employees

http://bannerbank.com

H1B Sponsorship

Banner Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)