Hybrid Senior Commercial Portfolio Manager: Underwriting

BANKERS TRUST COMPANY

Phoenix (AZ)

Hybride

USD 86 000 - 100 000

Plein temps

Il y a 4 jours
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Avantages offerts par ce poste

Group Health Insurance
Dental Insurance
Vision Insurance
Generous PTO
401(k) plan with company match
Tuition assistance
Life Insurance
Lifestyle Accounts

Résumé du poste

Bankers Trust Company in Phoenix, AZ seeks a Commercial Portfolio Manager III to support Commercial Relationship Managers by underwriting credits and performing due diligence in line with lending objectives. The CPM III will also maintain and service existing customers while ensuring credit-quality guidelines are met and monitored.

The role involves monitoring the portfolio, discussing credit risk with senior staff, and presenting to committees.

Qualifications

  • BA/BS in Business, Accounting or Finance required or equivalent.
  • At least six years of relevant commercial credit experience.
  • Strong credit analysis and regulatory knowledge.

Responsabilités

  • Request and obtain client information to underwrite credit requests.
  • Underwrite credit and develop appropriate credit structures.
  • Monitor portfolio including financial tracking and annual reviews.
  • Ensure compliance with bank policies and applicable laws.
  • Participate in client meetings to discuss work in progress and reviews.
  • Present to Senior Loan Committee and collaborate with internal teams.
  • Conduct discussions with commercial lending department and industry specialists.
  • Support relationship managers and perform other duties as assigned.

Connaissances

Credit analysis
Relationship management
Regulatory knowledge

Formation

BA/BS in Business, Accounting or Finance
Four-year degree preferred or equivalent

Description du poste

Bankers Trust Company in Phoenix, AZ seeks a Commercial Portfolio Manager III to support Commercial Relationship Managers by underwriting credits and performing due diligence in line with lending objectives. The CPM III will also maintain and service existing customers while ensuring credit-quality guidelines are met and monitored.

The role involves monitoring the portfolio, discussing credit risk with senior staff, and presenting to committees.

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