Portfolio Manager I — Commercial Lending & Analysis

Univest Financial Corp; Allentown (Lehigh County); Hybrid; USD 63.000 - 77.000; Vollzeit

Benefits dieser Stelle

Health Insurance

401(k) plan with employer match

Paid Time Off 15 days annually

Life Insurance (company paid)

Tuition reimbursement

Wellness programs and fitness perks

Discounts on loan products

Professional development trainings

Zusammenfassung

Univest Financial Corp. is seeking a detail-oriented Portfolio Manager I to support its Commercial Lending team across Allentown and Souderton. The role involves analyzing financial information, managing portfolios, and coordinating due diligence and loan closings.

The position requires strong analytical and relationship-building skills, with a focus on compliance and client service in a dynamic banking environment.

Qualifikationen

• Bachelor’s degree or equivalent experience in finance or related area.
• Minimum four years of comparable industry experience as a financial analyst.
• Ability to independently assess financial information and underwriting needs.
• Experience with loan covenants, collateral analysis, and risk monitoring.

Aufgaben

• Prepare loan approval packages with Relationship Manager for new and renewed loans.
• Analyze customer financial information for loan requests and covenant tests.
• Perform financial and covenant analyses to support underwriting decisions.
• Assist in due diligence, appraisals, environmental reports, and title work.
• Support loan closings and post-closing activities and risk monitoring.

Kenntnisse

Communication/Relationship-Builder

Detail-Oriented

Financial Analysis

Risk Management

Self-Management

Ausbildung

Bachelor’s degree in finance and/or equivalent experience

Trained Financial Analyst with 4+ years of experience

Tools

Microsoft Teams

Video Conferencing

Microsoft Office (Word, Excel, Outlook, PowerPoint)

SharePoint

Jobbeschreibung

Univest Financial Corp. is seeking a detail-oriented Portfolio Manager I to support its Commercial Lending team across Allentown and Souderton. The role involves analyzing financial information, managing portfolios, and coordinating due diligence and loan closings.

The position requires strong analytical and relationship-building skills, with a focus on compliance and client service in a dynamic banking environment.