Opportunity Finance Network · 3 hours ago
VICE PRESIDENT SENIOR PORTFOLIO MANAGER
Washington,DC,US
Full-time
Hybrid
Senior LevelOpportunity Finance Network is the nation’s leading investment intermediary and network CDFIs serving rural, urban, and Native communities across the United States. The VP, Senior Portfolio Manager, leads the oversight and compliance of a $500 million portfolio, ensuring borrower compliance and developing management policies while supervising a team and collaborating with various stakeholders.
BankingFinancial ServicesNon Profit
Responsibilities
Lead portfolio management and compliance for OFN’s on- and off-balance sheet loans and investments
Monitor overall loan portfolio performance, including concentrations by sector, geography, and asset size
Oversee OFN’s quarterly portfolio monitoring dashboard, prepare and present reports to the Chief Investment Officer, Credit Committee, and Investment Committee
Ensure borrower compliance with reporting and covenant requirements, including timely submission of quarterly reports
Review borrower waiver and modification requests, ensure timely follow-up by the portfolio management team, and coordinate presentation and approval by the appropriate credit bodies
Lead analysis of quarterly and semi-annual borrower financial performance trackers, portfolio quality data, and risk rating grids/memos
Review audited annual financial statements, spreads, and risk rating grids; approve annual review memos and ensure timely completion and submission to the SVP, Credit Risk & Portfolio Management
Lead training of new borrowers/investees on compliance reporting templates and processes
Develop and maintain a watchlist loans framework for higher-risk borrowers, ensure timely interventions and escalation to the SVP, Credit Risk & Portfolio Management
Establish and maintain monitoring systems to identify early warning signs and mitigate emerging risks
Ensure integrity and accuracy of portfolio data in OFN’s systems (e.g., Salesforce, SharePoint, etc.)
Manage and coordinate OFN’s third-party portfolio review as needed
Strengthen investee relationships through consistent engagement and proactive communication
Work closely with Investment Officers/Investment Originations team, and Investment Operations team to ensure smooth handoffs from loan closing to active and consistent portfolio monitoring and risk management standards
Coordinate with Investment Originations and Investment Operations teams on loan renewals, restructurings, modifications, and watchlist loans
Support smooth transitions from underwriting to active portfolio management
Collaborate closely with Investment Services senior leadership on strategic initiatives and portfolio risk management priorities
Develop and strengthen relationships with OFN’s investees and members
Partner across OFN and collaborate with other teams to support OFN’s mission
Represent OFN at industry conferences, panels, and webinars
Manage and mentor Portfolio Management Associates and Senior Associates
Set clear performance expectations, provide coaching, and promote professional development opportunities
Foster a culture of accountability, transparency, and collaboration within the team
Qualification
Required
Must possess a strong passion for, understanding of, and commitment to OFN's mission, vision, and values
Be a fearless advocate, who is confident and resilient in OFN's fight to drive capital into low-income communities
A collaborative team player who possesses the interpersonal skills to work across all levels of the organization, humility, and a willingness to learn in all areas of our work
Be a strong team contributor, effective and comfortable in leading as well as supporting roles within teams
Be a smart, quick seeker of knowledge with the ability to think strategically, creatively, and tactically to analyze results and assist in implementing plans for increasing capital to communities we serve
Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents
Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality
Advanced knowledge of MS Excel and financial modeling skills
Some travel (15% of time)
Job involves normal physical requirements for an office position
Company
Opportunity Finance Network
Opportunity Finance Network is a national network of community development financial institutions (CDFIs).
Founded in 1986
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$2.32BKey Investors
U.S. Environmental Protection AgencyCiti FoundationCommunity Development Financial Institutions Fund
2024-10-16Grant· $25M
2024-04-04Grant· $2.29B
2023-06-21Grant· $5M
Leadership Team
Kevin Fryatt
Executive Vice President, Chief Financial Officer (CFO)
MA Wright
SVP, Head of Investment Originations
Recent News
Morningstar.com
2025-10-25
2025-10-23
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