Construction Loan Portfolio Lead

Insight Global; Draper (UT); On-site; USD 110,000 - 160,000; Full time

Job summary

Insight Global in Utah is seeking a Portfolio Manager to oversee an active construction lending portfolio of roughly 300 loans. The role emphasizes risk identification, mitigation and ensuring adherence to lending standards while supporting portfolio health.

The ideal candidate will be highly analytical, organized, and capable of leading others as the department grows, with strong Excel proficiency and experience in credit risk analysis and portfolio management.

Qualifications

• Minimum of 2 years of experience in Loan Portfolio Management, Credit Risk Analysis, or Construction Lending.
• Experience managing a loan portfolio containing approximately 300 loans.
• Strong understanding of credit risk principles and portfolio monitoring.
• Proven ability to identify early warning signs of loan deterioration and navigate workout or default situations.
• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
• Experience utilizing AI tools and prompt-based technologies to improve efficiency and workflow.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Ability to work independently and exercise sound judgment in making risk-based decisions.
• Interest and aptitude for future leadership and team management responsibilities.
• Bachelor's degree
• Previous construction lending experience.
• Experience presenting portfolio analysis and risk findings to senior leadership.
• Experience supporting or managing lending, credit, or portfolio management teams.

Responsibilities

• Manage and monitor an active portfolio of approximately 300 construction loans.
• Perform ongoing credit risk analysis and identify potential issues before they become significant concerns.
• Review loan performance, financial information, covenant compliance, and collateral risk.
• Identify early warning signs of credit deterioration and implement proactive risk mitigation strategies.
• Handle defaulted loans, workout strategies, and resolution plans when necessary.
• Maintain accurate and organized loan documentation throughout the life cycle of each loan.
• Prepare portfolio performance reports and present findings to leadership.
• Conduct periodic loan reviews and audits to ensure adherence to internal policies and underwriting standards.
• Partner with underwriting, servicing, and credit teams to ensure consistent portfolio management practices.
• Support process improvement initiatives and contribute to the ongoing growth of the department.
• Assist with mentoring, training, and eventually managing team members as the organization expands.

Skills

Loan Portfolio Management

Credit Risk Analysis

Construction Lending

Excel

AI tools

Verbal & Written Communication

Leadership potential

Education

Bachelor's degree

Tools

Microsoft Excel

Office Suite

Job description

Insight Global in Utah is seeking a Portfolio Manager to oversee an active construction lending portfolio of roughly 300 loans. The role emphasizes risk identification, mitigation and ensuring adherence to lending standards while supporting portfolio health.

The ideal candidate will be highly analytical, organized, and capable of leading others as the department grows, with strong Excel proficiency and experience in credit risk analysis and portfolio management.