Portfolio Manager

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

Job Description

Due to continued growth, we are seeking a Portfolio Manager to join our Construction Lending team. This role is responsible for overseeing an active portfolio of approximately 300 construction loans, proactively identifying and mitigating risk, ensuring loans remain compliant with lending requirements, and supporting the overall health of the loan portfolio. The ideal candidate is highly analytical, organized, and thrives in a fast-paced environment where managing multiple priorities is essential. This individual will have the opportunity to take on leadership responsibilities and potentially manage team members as the department continues to grow.

Key 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.

Day-to-Day Responsibilities

• Monitor portfolio activity and analyze risk exposure across active loans.
• Review borrower financials, project progress, draw requests, and funding activity.
• Track covenant compliance and elevate exceptions when appropriate.
• Maintain watchlists and proactively address potential problem loans.
• Review loan files for completeness and audit readiness.
• Collaborate with internal teams to resolve issues impacting loan performance.
• Utilize Excel and reporting tools to analyze portfolio trends and generate risk reports.
• Conduct portfolio health reviews and provide recommendations to leadership.
• Prioritize multiple loan relationships and competing deadlines while maintaining exceptional attention to detail.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• 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.