Commercial Portfolio Manager

Veritas Partners; Ashburn (VA); On-site; USD 100,000 - 150,000; Full time

Job summary

A financial services firm in Ashburn, VA is seeking an Associate Analyst to manage and analyze commercial loans. The ideal candidate will have at least 3 years of experience in credit analysis, underwriting, or portfolio management. Responsibilities include loan origination, preparation of loan proposals, and ensuring compliance with credit risk management. Applicants must hold a Bachelor's degree and be willing to engage with members to enhance satisfaction. This is a full-time position offering competitive compensation.

Qualifications

• Minimum of 3+ years' experience in commercial credit analysis or related fields.
• Experience with C&I and ABL transactions is preferred.
• Formal credit training strongly preferred.

Responsibilities

• Originate, analyze, process loans for complex accounts.
• Prepare customized loan proposals and analysis.
• Conduct portfolio management activities for existing loans.
• Ensure timely completion of credit risk management activities.
• Assist in the preparation of competitive materials.

Skills

Credit analysis

Underwriting

Portfolio management

C&I transactions

ABL transactions

Communication

Education

Bachelor's degree

Job description

This range is provided by Veritas Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

Candidates must have a minimum of 3+ years' experience in a commercial credit analysis, underwriting or portfolio management capacity. Experience with C&I and ABL transactions is preferred. Formal credit training strongly preferred. Bachelor's degree required.

Responsibilities

• Work independently to originate, analyze, process and serve loans primarily for high activity, high profile or more complex accounts.
• Independently prepare loan proposals and analysis customized to each potential deal.
• Perform portfolio management activities for existing loans to include loan structuring, interest rate conversions and repricings.
• Maintain a high level of member engagement and consult with members to ensure member satisfaction and appropriate relationship and portfolio management for each member.
• Ensure that all credit risk management activities including risk ratings and annual reviews are completed in a timely and accurate manner.
• Assist with preparation of competitive materials and the presentation of materials.
• Help drive a high level of member engagement with focus on preserving the existing loan portfolio, growing loan volume.
• Monitor credit compliance, analyze associated risks, and consult with leadership to develop an action plan for appropriate resolution.
• Monitor competitive issues and loan pricing for portfolio of assigned accounts.

Seniority level

Associate

Employment type

Full-time

Job function

Analyst, Accounting/Auditing, and Finance

Industries

Banking and Financial Services