7 часов назад
Private Banking Portfolio Manager (Commercial Lending)
77 390 - 127 140$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Private Banking Portfolio Manager (Commercial Lending): Monitoring and underwriting private banking loan portfolios, including annual reviews, loan renewals, covenant compliance, and new lending opportunities, with an accent on commercial lending, credit analysis, and deal structuring. Focus on interpreting financial data, coordinating loan approvals and closings, and managing lending relationships for wealthy individuals and professional practices.
Location: Wilmington, DE, United States; onsite
Salary: $77,390.00–$127,139.75 per year, plus potential incentive and retention awards.
Company
is a locally headquartered bank and wealth management company serving individuals, businesses, and communities.
What you will do
- Monitor the ongoing performance of an assigned private banking client portfolio.
- Complete annual reviews, renew maturing loan facilities, monitor covenant compliance, and underwrite new lending opportunities.
- Assist Relationship Managers with assessing client needs and structuring deals and term sheets in accordance with Credit Policy.
- Work with Relationship Managers, Lead Portfolio Managers, and Credit Officers to obtain timely loan approvals.
- Coordinate loan closings with Loan Operations and organize borrower financial and legal documentation.
- Support other Portfolio Managers with workflow as needed.
Requirements
- Bachelor’s degree, preferably in a business-related field, or equivalent retail and commercial banking experience.
- 3–5 years of experience in a loan servicing environment.
- At least 2 years of commercial loan underwriting experience.
- Strong knowledge of commercial and consumer loan and deposit products, commercial lending, and accounting standards.
- Ability to interpret financial data, exercise sound business judgment, work independently, and communicate effectively.
- Strong skills with Microsoft Excel, Word, and Outlook. Must be authorized to work for any employer in the United States without current or future visa sponsorship.
Culture & Benefits
- Inclusive and supportive work culture with career growth and advancement opportunities.
- Medical, dental, and vision coverage.
- 401(k), life, accident, disability, flexible spending, and health savings accounts.
- Wellness programs, paid holidays, vacation, sick leave, and other paid time off.
- Eligible Associates may receive paid parental leave, military leave, and discretionary or formula-based incentive and retention awards.
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