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EagleBank · 2 weeks ago

C&I Portfolio Manager IV

US-DC-Washington

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $186K/yr

5+ years exp

EagleBank is a values-driven organization focused on building meaningful relationships with customers and employees. They are seeking a C&I Portfolio Manager IV who will support the credit process, manage financial information, and oversee loan proposals and documentation.

BankingFinancial Services

Responsibilities

Supports the credit process by facilitating the collection of financial information from clients and prospects

Preparing and submitting credit packages for the approval of new loans and for the renewal of existing loans

Working with the Relationship Manager(s) to draft term sheets/loan proposals

Reviewing loan documents, both internally and attorney prepared, for accuracy prior to loan closing

Day-to-day management of upcoming maturities, past dues and documentation exceptions

Qualification

Portfolio managementCommercial underwritingCredit risk evaluationCredit trainingMicrosoft ExcelCash flow analysisCollateral analysisBank product knowledgeInterpersonal skillsTime managementWritten communicationVerbal presentationRelationship development

Required

Bachelor's Degree in Arts/Sciences (BA/BS) in finance, business, and economics, accounting or related field

Associate's Degree (AA) in a business or finance related field and 3 additional years of experience in commercial credit or real estate analysis may be substituted for bachelor's degree

5 years experience in portfolio management and commercial underwriting including structuring and pricing loan transactions

Experience with underwriting transactions from conception to completion independently

Must be proficient in evaluating commercial credit risk

Must be able to work autonomously with minimal oversight from the RM

Self-motivated individual with strong work ethic and time/workflow management abilities

Successful web-based credit training through RMA, Omega or similar programs may be required within six months of hiring

Strong interpersonal and relationship development abilities, with thorough knowledge of commercial credit products

Ability to collaborate effectively with individuals and groups both senior and junior across the company

Well-developed written communication and verbal presentation skills

Proficient in credit underwriting, including cash flow and collateral analysis

Proven ability to identify sales opportunities within a commercial loan environment

Intermediate skill level in Microsoft Word, Excel and Outlook

Knowledge of varying credit structure types: Term loans, Owner occupied CRE, Line of credit, Letter of credit

Ability to work on several loan requests simultaneously

Bank product knowledge

Preferred

Master's degree in Arts/Sciences (MA/MS) MBA

10 years experience in commercial credit underwriting and portfolio management can be substituted for credit training program if knowledge and proficiency can be demonstrated

Formal Credit Training

Industry knowledge of Asset Based Lending, Government Contract Lending, Merger and Acquisition Financing, Non-Profit, Middle Market, Highly Leveraged Transactions, General C&I, and/or Special Assets

Risk Management Association Credit Risk Certification (CRC)

National Association of Credit Management Certified Credit and Risk Analyst (CCRA)

Certified Credit Professional (CCP)

Commercial Banking & Credit Analyst (CBCA)

Other recognized professional certification in credit analysis