First Resource Bank PA · 1 day ago
Portfolio Manager
Exton, PA
Full-time
Onsite
Mid, Senior Level
3+ years expFirst Resource Bank, a thriving community bank headquartered in Exton PA, is seeking a motivated full-time Portfolio Manager. The Portfolio Manager will support all aspects of managing the existing commercial lending portfolio, working closely with the lending team to collect documentation for annual reviews, loan renewals, and covenant measurements.
BankingCommercialLending
Responsibilities
Monitor Commercial Loan Portfolio
Work closely with the lending team to oversee a segment of First Resource Bank’s commercial loan portfolio, encompassing approximately 3-4 designated Lenders and roughly $300 million in outstanding loan balances
Monitor annual review dates, financial ticklers and covenants to ensure First Resource Bank is maintaining current files for its loans and reviewing loans to determine risk in a timely manner
Contact customers in coordination with the Lender on a regular basis with a focus on a high level of customer service to collect documentation and information needed for the loan files
Prepare Annual Reviews:
Review customer financial information to determine financial performance and ability to continue servicing debt while identifying any potential weaknesses or risks based on updated information
Prepare annual review memos with Risk Rating recommendation to be presented based on First Resource Bank’s existing loan policy and exposure thresholds
Prepare monthly Borrowing Base Certificates for relationships that require regular monitoring
Prioritize collection of financial documentation and completion of reviews based on relationship exposure, last annual review date, covenant measurement requirement and other identified portfolio risk factors
Credit / Loan Administration:
Assist in providing new loan request packages to the credit analyst queue by ensuring packages are complete with all necessary information to complete underwriting
Support construction loan draw requests as needed by providing customer requests with supporting documentation to construction loan manager
Maintain outstanding relationship and teamwork with other credit, lending and loan administrative staff
Assist in coordinating required loan information with 3rd party loan review partner, bank examiners, CPA firm, etc. Assist these groups with accessing information in the Jack Henry bank enterprise core system as needed
Qualification
Required
Able to multitask while prioritizing responsibilities and tasks
Able to communicate clearly orally and written
Effective inter-personal skills, working in a team environment
Highly organized, reliable and effective with management of time
Strong analytical, problem solving and mathematical abilities
Ability to work extra hours including early mornings, evenings and weekends as needed to accommodate customers, prospects, community events, etc
Ability to function well in a high-paced and at times stressful environment
Excellent time management skills with a proven ability to meet deadlines
Proficient with Microsoft Office Suite and various specific bank related software
Work with the Credit Department Manager in analyzing portfolio trends, delinquency trends, and other aspects of monitoring the loan portfolio
College degree preferred, particularly in related field of study such as Business Administration, Accounting, Finance, Economics, etc
Previous credit or portfolio management experience for a minimum of 3-5 years in banking industry
Ability to travel both inside and outside the Bank primary area to meet with partners, clients and to attend meetings as needed
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
Preferred
College degree preferred, particularly in related field of study such as Business Administration, Accounting, Finance, Economics, etc
Company
First Resource Bank PA
First Resource Bank is a locally owned and operated Pennsylvania state-chartered bank, serving the banking needs of businesses, professionals and individuals in the Delaware Valley.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$8M2025-12-16Post Ipo Debt· $8M
2014-11-19IPO
Leadership Team
Kristen Fries
CFO and Executive Vice President.
Recent News
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