Job Description

The Portfolio Manager is responsible for efficient and effective credit and risk assessment under established First Bank guidelines. Candidate will interact with clients to collect financial and property information that he/she will use towards financial analysis, credit recommendations, and ongoing portfolio maintenance.

Responsibilities:

• Modifications to existing credit transactions
• Continuous monitoring and review of existing portfolio to ensure compliance with covenants
• Ensures loan documents are in accordance with approval documents
• Ensures tracking mechanisms are kept up-to-date and in accordance with policy and procedures to maintain a high asset quality
• Client follow-ups on new opportunities or missing items on existing loan deals

Qualifications:

• Bachelor's degree in a business related field
• Three years of commercial credit experience, required, focused on C&I lending, preferred
• Two years of portfolio management experience
• Strong financial analysis skills, ability to analyze, decipher, and make observations/recommendations based on a variety of information received
• Good analytical skills
• Proficiency in Microsoft 365 Suite and FIS CRM

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