Climate Credit Portfolio Manager

Amalgamated Bank

Washington (District of Columbia)

Hybrid

USD 125,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model

Job summary

Amalgamated Bank is seeking a Climate Finance Portfolio Manager (VP) to oversee a climate loan portfolio including solar, storage, and energy efficiency projects. You will focus on credit execution, monitoring, and risk identification while coordinating with borrowers, relationship managers, and consultants.

The role requires strong analytical ability, attention to detail, and effective communication to ensure portfolio performance and policy compliance.

Qualifications

Bachelor’s degree in Business Administration, Finance, Accounting, or related field, or equivalent commercial credit experience.
3-7 years of relevant experience in commercial banking, project finance, structured finance, or climate/renewable energy lending.
Strong ability to analyze financial statements, cash flows, and models to assess borrower and project performance.
Experience with loan structures, covenants and credit risk principles.
Proficient in Excel and internal bank systems; strong written and verbal communication skills.

Responsibilities

Provide ongoing daily management of assigned climate loan relationships within bank policy and customer service standards.
Request, analyze, and assess borrower financial reporting and project performance information on a timely basis.
Underwrite and recommend loan modifications, renewals, waivers, and amendments.
Review financial models, collateral reporting, third-party reports, and appraisals; escalate issues as appropriate.
Prepare credit memoranda, risk rating recommendations, and approval packages in compliance with Bank guidelines.
Coordinate with legal counsel on documentation for borrower execution.
Work with third-party vendors (engineers, O&M contractors, consultants) as required.
Communicate clearly with internal partners and borrowers regarding portfolio issues and requirements.
Monitor covenant compliance and document exceptions.
Maintain accurate and complete credit files and portfolio documentation.
Prepare reporting for internal portfolio reviews and loan quality meetings.
Respond to information requests from internal stakeholders and auditors.
Identify emerging risks within assigned portfolio and elevate concerns to management.
Provide secondary approval for advances after determining that all conditions to advances have been met.
Collaboration and Professional Contribution: Support team members through collaboration and knowledge sharing.
Provide input on process improvements and workflow enhancements.
Maintain proactive communication with relationship managers and internal partners.
Demonstrate accountability for individual deliverables and deadlines.
Recommend ways to improve the organization.
Proactively manage loan relationships by setting appropriate client expectations and meeting deadlines.
Proactively keep management informed on progress with client requests and other deliverables.
Develop familiarity with Salesforce, Moody’s Credit Lens, Slack, etc.
Perform other duties as directed, including underwriting new loan originations.