Portfolio Manager & VP, Middle Market C&I

Full Time



Job Responsibilities:

• Assist the Relationship Managers (“RMs”) in prescreening transactions and structuring term sheets.

• Prepare CAP A for Credit Committee and work with the credit analysis team to handle inquiries and approval process.

• Facilitate the flow of loan closing documents.

• Execute and manage all portfolio monitoring tasks: covenants, variance reports, taxes, insurance policy, borrowing base, dashboard report monitoring (maturities, past due, insurance, overdrafts), etc.

• Identify and communicate portfolio issues/areas of concern and implement control mechanisms to ensure portfolio health.

• Assist RMs with all customer related requirements.

• Prepare annual reviews.

• Early identification of risk and potential risk rating changes.

• Attend site inspections and client meetings with RMs.

Job Qualifications:

• Must be self-motivated and able to manage the work demands of a growing environment.

• Strong work ethic, initiative, ownership/accountability and follow-through on responsibilities and assignments.

• Excellent communication skills (verbal and written) at all levels throughout the Bank, as well as borrowers, participating lenders and third party vendors.

• Strong project management and organizational skills.

• Maintain current knowledge of BOM, policy guidelines and bank compliance requirements (BSA/AML/OFAC and other regulations) and participate in training and policy initiatives as required.

Experience Needed: Minimum 7 – 10 years of relevant portfolio management experience in a middle market C&I banking environment.

Education Required: Bachelor’s Degree with a concentration in Finance/Accounting/Economics. MBA desirable. Languages (other than English): Hebrew a plus, not required.

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