Middle Market Portfolio Manager - VP

Orrstown Bank; Harrisburg (Dauphin County); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Orrstown Bank is seeking a Middle Market Portfolio Manager - VP to oversee a busy portfolio of commercial relationships from Harrisburg, PA. The role emphasizes credit analysis, structuring and ongoing risk monitoring to protect portfolio quality.

You will work with relationship managers, prepare credit memoranda, monitor covenants, and support business development through client meetings and cross-selling of bank products and services.

Qualifications

• Strong underwriting and credit analysis skills.
• Portfolio management capabilities with risk monitoring and covenant tracking.
• Experience with middle market clients and complex financing needs.
• Sales and business development skills to support relationship managers.

Responsabilités

• Manage a portfolio of middle market commercial relationships with ongoing credit monitoring, risk assessment and performance analysis.
• Structure, underwrite, and approve credit requests within delegated authority in compliance with policies and regulations.
• Collaborate with relationship managers on new and existing opportunities; prepare credit approval memoranda; monitor covenant compliance; address early warning signs.
• Support business development by participating in client meetings and cross-selling bank products and services; contribute to sales strategies for portfolio growth and profitability.

Connaissances

Underwriting

Portfolio Management

Middle Market

Sales

Business Development

Credit Analysis

Risk Management

Analytical Communication

Formation

Bachelor's degree in finance or related field

Description du poste

Company Description

Orrstown Bank is a long-established community bank that has grown from its 1919 roots in Orrstown, Pennsylvania into one of the regions most successful and influential financial institutions. Headquartered in Harrisburg, PA, the bank operates over 45 locations across Pennsylvania and Maryland and offers a full range of consumer, business, and wealth management services. With $5.5 billion in assets, Orrstown Financial Services, Inc., the parent company of Orrstown Bank, is one of the largest independent community banks in the region and is publicly traded on NASDAQ under the symbol ORRF. The bank emphasizes personal service, strong client relationships, and community focus while providing comprehensive financial solutions. Orrstown Bank is an Equal Housing Lender, with deposits insured by the FDIC up to the legal maximum.

Role Description

The Middle Market Portfolio Manager - VP is a full-time, on-site role based in Harrisburg, PA. This role is responsible for managing a portfolio of middle market commercial relationships, including ongoing credit monitoring, risk assessment, and performance analysis. The Portfolio Manager will structure, underwrite, and approve credit requests within delegated authority, ensuring compliance with internal policies and regulatory requirements. Day-to-day responsibilities include collaborating with relationship managers on new and existing opportunities, preparing credit approval memoranda, monitoring covenant compliance, and addressing early warning signs in the portfolio. The individual will also support business development efforts by participating in client meetings, assisting with cross-selling of bank products and services, and contributing to sales strategies that enhance portfolio growth and profitability.

Qualifications

• Candidates should possess strong Underwriting and credit analysis skills, with experience structuring and evaluating commercial credit requests.
• Candidates should possess proven Portfolio Management capabilities, including risk monitoring, covenant tracking, and performance reporting for commercial relationships.
• Candidates should possess experience working with Middle Market clients, including understanding of complex business structures and financing needs.
• Candidates should possess solid Sales and Business Development skills, with the ability to support relationship managers in growing and retaining client relationships.
• Relevant bachelor's degree in finance, business, accounting, or a related field; advanced degree or professional designations (e.g., CFA, MBA) are beneficial.
• Strong knowledge of commercial banking products, lending regulations, and risk management practices.
• Excellent analytical, communication, and negotiation skills, with the ability to work collaboratively across teams.
• Prior experience in commercial or middle market banking, preferably in a portfolio management or credit role.