3 часа назад
CRE Portfolio Manager
64 501 - 103 677$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
CRE Portfolio Manager (Commercial Credit): Supporting the underwriting, structuring, and management of commercial credit relationships with an accent on financial analysis, borrower creditworthiness, covenant monitoring, and risk assessment. Focus on preparing credit approval packages, evaluating portfolio trends, structuring loan transactions, and identifying emerging credit risks.
Location: Hicksville, NY 11801, United States; onsite
Salary: $64,501.50–$103,677.00 per year
Company
provides commercial banking and lending services, with a focus on responsible lending, regulatory compliance, and portfolio growth.
What you will do
- Support Relationship Managers in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages.
- Monitor financial trends, covenant compliance, and borrowing bases to identify credit risks and recommend actions.
- Collaborate with sales, credit teams, credit officers, and other stakeholders on loan structuring and underwriting inquiries.
- Support client needs and build trusted internal and external relationships through tailored credit solutions.
- Mentor analysts by sharing expertise in financial analysis, credit structuring, and risk assessment.
- Maintain awareness of market trends, credit policies, risk mitigation techniques, and applicable regulatory requirements.
Requirements
- Undergraduate degree in Finance, Accounting, Economics, or a related field, or 5+ years of equivalent experience.
- At least 2 years of experience in credit underwriting, portfolio management, or a related field.
- Strong financial analysis, credit analysis, and risk assessment abilities.
- Basic understanding of loan structuring and credit agreements.
- Experience with financial modeling, credit decision tools, and intermediate Excel, including pivot tables and VLOOKUP.
- Effective written and verbal communication, collaboration, organization, and relationship-building skills.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Equal opportunity employment commitment.
- Required compliance training and adherence to applicable federal, state, and local regulations.
- No unusual physical exertion is required.
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