Vice President, Portfolio Management (Diversified)

The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests. They will maintain asset quality within a moderate risk profile, monitor ongoing credit, and assist product partners in cross-selling additional bank products.

What You Will Do

Gather and analyze financial data, model future financial performance, and demonstrate leadership in structuring transactions. Prepare credit underwriting documents, ensure compliance with regulations, and manage the approval process for lending commitments.

Why It Might Be a Fit

The ideal candidate will have 5+ years of commercial underwriting experience, a strong understanding of accounting principles, and excellent financial analysis and modeling skills. They will be able to effectively communicate complex information and work independently with limited direction.

Requirements

• Bachelor's Degree or equivalent work experience in finance, accounting, economics, and/or business
• Minimum of 5 years of commercial underwriting, credit, banking, and/or financial services experience
• Expert-level understanding of foundational accounting principles and financial statement analysis
• Ability to effectively utilize various tools and techniques, including financial ratios, to evaluate a borrower's financial strength and assess risk
• Expert-level decision-making skills, including the ability to choose the best path forward using informed, rational, and effective techniques
• Expert-level communication skills, including the ability to clearly, concisely, and persuasively convey information
• Experienced-level ability to effectively shepherd a transaction through all required stages, while staying organized, meeting deadlines, managing risk, and ensuring a favorable experience for the client

Benefits

• Base salary in the range of $96,000.00 - $181,000.00 annually
• Eligibility for incentive compensation, including production, commission, and/or discretionary incentives
• Dental insurance
• Vision insurance
• Other benefits (list not provided)