Portfolio Manager - Floorplan Financing

First Business Bank; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Portfolio Manager to oversee credit analysis, monitoring, and loan documentation for Floorplan Finance relationships in Indianapolis, IN. The role requires a Bachelor's degree and at least 2 years of credit analyst experience. Responsibilities include conducting risk assessments, ensuring compliance, and collaborating with the leadership team. The position offers a full-time work model with some remote flexibility. Competitive compensation and strong commitment to employee development are part of the offer.

Qualifications

• Bachelor's degree in business, finance or related field required.
• 2+ years of credit analyst experience.
• Strong knowledge of technology and ability to learn new systems quickly.

Responsibilities

• Own primary responsibility for the credit quality and monitoring of portfolio risks.
• Analyze financial data on existing clients to maintain loan portfolio soundness.
• Monitor client compliance with credit agreements and communicate with leadership.

Skills

Credit analysis

Financial data analysis

Risk management

Compliance oversight

Technology proficiency

Education

Bachelor’s degree in business, finance or related field

Job description

Join the winning team at First Business Bank as the Portfolio Manager! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

The Portfolio Manager is responsible for credit analysis, credit monitoring, and loan documentation of Floorplan Finance relationships. Primary duties include collecting financial data on new and existing clients, monitoring the risk of the portfolio, and other general risk mitigation duties to help maintain the overall soundness of the Floorplan portfolio.

Work Model: Full-time at the Indianapolis, IN office with the ability to work remote 1 day per week.

Portfolio & Credit Risk Management

• Own primary responsibility for the credit quality and monitoring of portfolio risks.
• Analyze financial data on existing clients, while striving to help maintain the overall soundness of the loan portfolio.
• Track overall portfolio statistics and provide insight on trends.
• Track industry trends and report findings to leadership.
• Assist President in the monitoring of portfolio dashboards.

Risk Monitoring & Analysis

• Utilize available monitoring tools to gauge various risk parameters of each client.
• Conduct fraud risk analysis using advanced methods and research tools provided by the company or obtained through other reliable resources.
• Have an investigative mindset by reviewing various internal reports and client provided reports to identify irregularities.
• Analyze client performance and communicate with leadership areas of concern.

Compliance & Policy Oversight

• Be responsible for monitoring client’s compliance with the credit agreement.
• Work closely with Bank leadership team and communicate on clients’ compliance with their loan terms and company policy.

Loan Operations & Documentation

• Work with the Loan Quality department to prepare documentation on the closing of new loans.
• Manage the renewal process by working with the VP‑Sales.

Position Requirements

• Bachelor’s degree in business, finance or related field required.
• 2+ years of credit analyst experience.
• Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly.
• Ability to work independently and use independent judgement with minimal supervision.
• Ability to handle pressure of meeting deadlines.

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