Dynamic Commercial Lending Portfolio Manager

Univest; Allentown (Lehigh County); Ibrido; USD 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Insurance

401(k) Plan

Paid Time Off

Tuition Reimbursement

Life Insurance

Descrizione del lavoro

Univest is seeking a Portfolio Manager to support the Commercial Lending team across Souderton and Allentown. The role involves managing portfolios, analyzing financial information, and ensuring compliance with lending policies. You’ll work with Relationship Managers and internal teams to deliver strong client service.

The position requires organization, analytical skills, and experience in commercial banking. Hybrid work with collaboration across locations is expected.

Competenze

• Excellent interpersonal and communication skills.
• Detail-oriented with strong organizational abilities.
• Ability to independently assess financial information for repayment capacity and collateral.
• Experience analyzing financial data for deal screening and underwriting.

Mansioni

• Prepare loan approval packages with Relationship Manager detailing terms and conditions.
• Analyze financial information for loan requests and covenant tests.
• Conduct covenant compliance testing and review risk profiles.
• Support due diligence, appraisals, environmental reports, and loan closings.

Conoscenze

Communication

Detail‑Oriented

Financial Analysis

Risk Management

Self‑Management

Formazione

Bachelor’s degree in finance

Strumenti

Microsoft Teams

Excel

PowerPoint

SharePoint

Descrizione del lavoro

Univest is seeking a Portfolio Manager to support the Commercial Lending team across Souderton and Allentown. The role involves managing portfolios, analyzing financial information, and ensuring compliance with lending policies. You’ll work with Relationship Managers and internal teams to deliver strong client service.

The position requires organization, analytical skills, and experience in commercial banking. Hybrid work with collaboration across locations is expected.