Job Summary
The Sr Portfolio Manager is a key member of the banking team and is responsible for managing an assigned portfolio's underwriting quality, portfolio administration, and credit quality. This role involves ensuring the portfolio's health and compliance with regulatory standards and identifying and executing opportunities to enhance customer relationships by offering tailored financial products and services.
Essential Job Functions
Underwriting and Credit Analysis:
Portfolio Management:
Credit Quality Assurance:
Customer Relationship Development:
Cross-functional Collaboration:
Strategic Insights and Reporting:
Qualifications/Requirements
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to: stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear. The employee must occasionally lift and/or move up to 25 pounds.
While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
Education:
Associate's degree and related on the job experience required.
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