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Northwest Bank · 2 days ago

Portfolio Management Team Leader

Warren, PA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Northwest Bank is seeking a Portfolio Management Team Leader to lead and manage a team of Portfolio Managers while implementing ongoing improvements in portfolio management. The role involves strategic growth of the commercial loan portfolio, ensuring compliance with reporting requirements, and managing credit risks effectively.

BankingFinancial Services

H1B Sponsor Likely

Responsibilities

Drive Portfolio Management strategy, implementation and execution

Recommend improvements to portfolio management processes, procedures and staffing to improve efficiency and effectiveness

Lead, manage and coach a team of Portfolio Managers to ensure risk is managed appropriately in the portfolio

Generate and monitor reporting related to loan maturities, annual reviews, covenants, financial reporting requirements, delinquency, renewals, conditions and related reports

Ensure annual reviews and covenant tests are completely consistently and as scheduled, escalating credit risks identified in the process

Tailor individual and group training when gaps are recognized to ensure skill set progression to maximize performance and professional growth

Assign credit relationships to PM's based on capacity, credit acumen and other factors

Review and endorse/ or approve Annual Reviews or credit requests ensuring the analysis and related materials are complete and accurate, including credit risk identification and risk rating assignment

Ensure all loan approval conditions have been met within required time frame

Ensure timely collection, review and evaluation of all financial statement requirements from borrowers and guarantors

Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio on a timely basis

Administer complex construction loans in accordance and in conjunction with the Construction Loan Administration group as needed

Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager

Initiate and/or complete loan modifications per established protocols

Manage and maintain collateral requirements

Coordinate and assist with criticized loan reports as part of the Watch List program

Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required

Jointly call on clients to stay apprised of business activity/performance and serve as additional contact point

Facilitate client service requests

Optimize client relationships and create an exceptional client experience

Comply with all corporate standards and audit-related matters in specific areas of responsibility

Remain current on all banking rules and regulations

Establish increased productivity and profitability

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Qualification

Commercial LendingFinancial AnalysisCredit Risk AssessmentAnalytical SkillsTeam ManagementMicrosoft OfficeOrganizational SkillsCritical Thinking

Required

Bachelor's Degree Business, Finance, or related degree required

8 - 12 years relevant experience in Commercial Lending as a Portfolio Management Team Leader, Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with complex credits and documentation preferred

Ability to perform financial analysis, assess risk, review documentation and coordinate loan closings, Expert/Leader

Very strong credit, analytical, organizational and critical thinking skills, Expert/Leader

Team-oriented with ability to monitor and manage multiple responsibilities simultaneously, Expert/Leader

Ability to manage and coach a team with varying skillsets and backgrounds, Expert/Leader

Company

Northwest Bank

Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.

Founded in 1896

Warren, Pennsylvania, USA

1001-5000 employees

https://www.northwest.bank

H1B Sponsorship

Northwest 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

2025 (4)

2024 (7)

2023 (3)

2022 (1)

2021 (5)

2020 (3)