Portfolio Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Horizon Farm Credit ยท 1 day ago

Portfolio Manager

Horizon Farm Credit is seeking a Portfolio Manager to join their Lending team, offering a great work/life balance and opportunities for professional growth. The role involves delivering outstanding support with servicing activities, managing pipelines, and building strong collaborative relationships to meet customer needs in the agricultural community.

BankingFinanceFinancial Services

Responsibilities

Serve as a point of contact for customers on servicing needs including note modifications, releases, subordinations, extensions, etc
Accountable for servicing activities for an assigned portfolio including annual financial collection and covenant compliance, monitoring loan servicing plans to ensure they and related tasks are up to date
Responsible for account research on complex account situations
Assist the Ag Relationship Manager in coordinating with other team members as applicable
Serve as second point of contact for accounts when the Ag Relationship Manager is unavailable
Assist with pipeline management to ensure accurate estimated closing dates, ensure actions are on track to meet borrower's expectations, documentation and conditions are addressed timely, etc. for all transactions within assigned portfolios, including new money and servicing transactions

Qualification

Portfolio ManagementAccount ResearchPipeline ManagementCustomer ServiceTeam Collaboration

Required

Organized, detail-oriented, and analytical individual
Enthusiasm to support the agricultural community
Ability to build strong collaborative relationships
Experience in servicing activities and high-level lender support
Accountability for servicing activities for an assigned portfolio
Ability to conduct account research on complex account situations
Assist with pipeline management to ensure accurate estimated closing dates
Serve as a point of contact for customers on servicing needs

Company

Horizon Farm Credit

twittertwittertwitter
company-logo
Horizon Farm Credit provides agriculture, home and land loan services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Thomas Truitt
Chief Executive Officer
linkedin
leader-logo
Brian Rosati
CFO
linkedin
Company data provided by crunchbase