Role OverviewThe Private Banking Portfolio Manager I/II will collaborate with Relationship Managers to ensure loan draws are funded and loan documentation is completed. The role involves loan portfolio management, risk analysis, and administrative support to the Private Banking team.
What You Will Do
Responsibilities include loan underwriting, risk analysis, loan doc prep and closing, collateral analysis, past due notice management, and providing excellent customer service to clients and the PB team.
Why It Might Be a Fit
The ideal candidate will have commercial lending/credit experience, strong problem-solving skills, and advanced customer service skills. They will be able to build relationships, interact with external and internal customers, and have a fully developed understanding of lending and credit approval processes.
Requirements
- High school diploma
- Minimum of three years (3) of commercial lending/credit experience
- Actively involved in preparation and completion of loan applications and documents
- Knowledge of Loan workflows and processes
- Detailed knowledge of credit analysis practice and procedure
- Ability to process and monitor loan applications to perfection
- Knowledge of the various departments within the bank
- Intermediate problem-solving skills
- Advanced word processing and spreadsheet abilities
- Advanced customer service skills
- Organizational and time management skills
- Strong oral and written communication skills
- Excellent interpersonal skills
- Ability to build relationships
- Ability to interact with external and internal customers
Benefits
- Excellent customer service to all clients
- Opportunities for cross-sell and referral to create business opportunities
- Administrative support to the Private Banking team
- Opportunities for professional growth and development
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