Portfolio Manager jobs in United States
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Dollar Bank · 11 hours ago

Portfolio Manager

Dollar Bank is a financial institution seeking a Portfolio Manager to support their Corporate Banking team. The role involves obtaining reporting information from borrowers, managing portfolio reporting, and ensuring compliance with banking regulations.

BankingFinancial ServicesLendingVenture Capital

Responsibilities

Manage departmental workflow and prioritization
Manage loan administration of syndicated and participated credits
Ensures the department provides professional, courteous and efficient service to all internal and external customers
Provide direction and support to loan administration staff within the department (e.g. loan onboarding, problem resolution, treasury management, etc.)
Review, prioritize and coordinate portfolio administration requirements including:
Annual reviews and renewals
Financial statement monitoring/collection
Expired/missing insurance
Document and/or collateral exceptions
General ledger reconciliation; and
Beneficial owner compliance
Provide ongoing portfolio monitoring and assessment reporting (weekly, monthly, quarterly, annually)
Maintain a thorough knowledge of, and compliance with, banking regulations and adherence to bank policies and procedures
Review, organize and analyze financial information relating to existing and new Corporate Banking customers
Utilization of software/technology platforms including:
Bank mainframe
Shaw System
Nautilus
Goldmine
PrecisionLender
TValue

Qualification

Credit analysisCommercial lending knowledgePortfolio managementMicrosoft WordMicrosoft ExcelAnalytical skillsRegulatory complianceWritten communicationOral communication

Required

College degree or commensurate experience
Minimum of two (2) years in credit, lending, underwriting and/or portfolio management
Knowledge of federal banking rules and regulations pertaining to commercial lending
Strong written and oral communication skills with the ability to engage in financial/analytical conversation and recommendation
Knowledge of commercial credit policies, procedures, and loan documentation
Proficiency in Microsoft Word and Excel

Benefits

Medical
Dental
Vision
401(k) with immediate vesting
A generous Paid Time Off program
Tuition reimbursement
Wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes

Company

Dollar Bank

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Dollar Bank is a full service, regional bank providing banking services

Funding

Current Stage
Late Stage

Leadership Team

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Lisa Griffith
EVP/Chief Financial Officer
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Peter Kubiska
SVP | Chief Marketing Officer
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Company data provided by crunchbase