Portfolio Manager jobs in United States
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Horizon Farm Credit ยท 3 days ago

Portfolio Manager

Horizon Farm Credit is seeking a Portfolio Manager to join their Lending team, offering a position with a great work/life balance and opportunities for professional growth. The role involves delivering support with servicing activities, managing a portfolio, and building 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
Expected to serve as a central contact for ARMs

Qualification

Portfolio ManagementAccount ResearchPipeline ManagementCustomer ServiceAnalytical SkillsTeam CollaborationDetail-orientedOrganizational Skills

Required

Organized, detail-oriented, and analytical individual
Enthusiasm to support the agricultural community
Ability to build strong collaborative relationships
Effective teamwork, cooperation, and communication skills
Operational and lending support experience
Experience in business development support
Accountable for servicing activities for an assigned portfolio
Experience with annual financial collection and covenant compliance
Ability to monitor loan servicing plans
Experience in account research on complex account situations
Ability to assist with pipeline management
Experience in ensuring accurate estimated closing dates
Ability to address documentation and conditions timely

Company

Horizon Farm Credit

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Horizon Farm Credit provides agriculture, home and land loan services.

Funding

Current Stage
Growth Stage

Leadership Team

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Thomas Truitt
Chief Executive Officer
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Brian Rosati
CFO
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Company data provided by crunchbase