Amalgamated Bank · 1 week ago
Vice President
San Francisco, CA
Full-time
Onsite
Mid Level
$130K/yr - $160K/yr
4+ years expAmalgamated Bank is focused on climate finance, and they are seeking a Climate Finance Portfolio Manager to manage a growing loan portfolio related to commercial solar and other climate-related projects. The role involves portfolio management, credit authorization preparation, and collaboration with various stakeholders to ensure compliance and effective customer relationship management.
Banking
Responsibilities
Provide ongoing daily management of assigned climate loan relationships within bank policy and customer service standards
Request information from borrowers when due, analyze status reports and financial statements, structure and underwrite loan modifications and renewals
Review financial models, collateral audits and appraisals and make recommendations as needed in collaboration with commercial bankers
Prepare and present credit authorizations for approval following bank policy guidelines
Work directly with bank’s counsel to review loan documentation for borrower to execute
Work with third party vendors, including independent engineering firms, O&M contractors and others as necessary
Communicate effectively about bank products to customers
Address issues and provide solutions for existing borrowers
Review financial statements on an ongoing basis for covenant compliance
Organize and maintain credit files
Prepare and present reports for internal meetings (i.e., loan quality meetings)
Prepare responses for information requests from internal and external auditors
Identify and report problem accounts in a timely manner
Monitor changes in borrower risk and recommend appropriate upgrades/downgrades
Support efforts of other team members
Provide input to supervisor on policies and procedures
Recommend ways to improve the organization
Proactively manage loan relationships by setting appropriate client expectation and meeting deadlines
Proactively keep management, commercial bankers and other team members informed on the progress with client requests and other deliverables
Perform other duties as directed, including but not limited to underwriting new loan originations
Qualification
Required
Bachelor's degree in Business Administration, Finance or Accounting or equivalent commercial credit experience
2-4 years prior relevant experience in C&I solar energy lending, project finance, and/or tax equity investments preferred
Formal credit training and minimum of two (2) years of underwriting/portfolio management within a commercial banking lending environment
Demonstrated knowledge of loan structures and treasury products
Ability to analyze financial statements and understand critical lending/financial ratios
Excellent negotiation skills
Sufficient knowledge of Federal and State banking regulations (including but not limited to BSA, OFAC, Reg B, Reg O, Reg Z, and Reg BB) and Bank Policies pertinent to performance of duties to avoid regulatory violations
Highly proficient in MS excel, including financial analysis and modeling
Communication: speaks clearly and effectively, is thoughtful, persuasive; writes clearly and informatively; varies writing style to meet client needs
Business acumen: understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals and performance objectives
Judgment: exhibits sound and accurate judgment; can clearly explain reasoning for decisions; includes appropriate people in decision-making process; demonstrates persistence and overcomes obstacles; takes calculated risks within bank tolerance to accomplish goals
Professionalism: reacts well under pressure; treats others with respect and consideration; accepts responsibility for own actions; follows through on commitments, able to present concise arguments, can disagree and accept disagreement without undue emotion or resorting to personal attacks
Problem solving: identifies and resolves problems in a timely manner; works with others to solve complex issues
Customer service: responds efficiently and cordially to requests for service and assistance within bank customer service standards; meets commitments
Dependability: completes tasks on time; takes responsibility for own actions; detail oriented; ability to prioritized effectively and meet deadlines; can be relied upon
Teamwork: promotes team goals over individual accomplishment; provides assistance and guidance to other team members; participates in team activities
Preferred
2-4 years prior relevant experience in C&I solar energy lending, project finance, and/or tax equity investments preferred
Company
Amalgamated Bank
For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.
Founded in 1923New York, New York, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Mestrich
Retired President and CEO
Sam Brown
Senior Executive Vice President, Chief Banking Officer
Recent News
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