Commercial Lending Portfolio Manager I

Univest Financial Corp; Souderton (Montgomery County); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

PTO 15 days annually

Short Term Disability

11 holidays

Job summary

Univest Financial Corp in Souderton/West Chester seeks a detail-oriented Portfolio Manager I to support the Commercial Lending team across two locations. You will manage portfolios, analyze financial information, and ensure adherence to lending policies and regulatory requirements.

The role emphasizes collaboration with Relationship Managers, cross-functional teams, and ongoing portfolio monitoring, reporting, and audit preparation.

Qualifications

• Bachelor’s degree in finance or equivalent experience.
• 0
• Minimum four years of comparable industry experience.
• Strong financial analysis and covenant testing skills.
• Excellent communication and relationship-building abilities.
• Proficiency with MS Office and data review for lending.

Responsibilities

• Prepare the approval package using a Loan Origination System with Relationship Manager.
• Prepare memos for credit file and underwriting approvals.
• Analyze customer financial information for loan requests and covenant tests.
• Prepare financial performance and collateral analysis for deal screening.
• Facilitate covenant compliance testing and review risk profiles.
• Support loan origination, due diligence, and closings.

Skills

Communication/Relationship-Builder

Detail-Oriented

Financial Analysis

Risk Management

Self-Management

Education

Bachelor’s degree in finance

Financial Analyst training

Tools

Salesforce

nCino

Microsoft Teams

Microsoft Office Suite

Job description

Univest Financial Corp in Souderton/West Chester seeks a detail-oriented Portfolio Manager I to support the Commercial Lending team across two locations. You will manage portfolios, analyze financial information, and ensure adherence to lending policies and regulatory requirements.

The role emphasizes collaboration with Relationship Managers, cross-functional teams, and ongoing portfolio monitoring, reporting, and audit preparation.