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Benefits offered by this job
100% employer-paid health, dental, and long-term disability insurance
Competitive compensation and retirement plans
Generous paid time off and sick leave
Opportunities for growth and advancement
Job summary
A financial institution is seeking a Sr. Business Portfolio Manager to enhance the lives of its members and communities. This role involves analyzing business credit requests, evaluating collateral sufficiency, and ensuring compliance with internal policies and regulations. The ideal candidate will possess a Bachelor's degree and at least 5 years of relevant experience. Benefits include 100% employer-paid health insurance, competitive compensation, retirement plans, and opportunities for growth.
Qualifications
Minimum of 5 years of experience in financial analysis or business lending.
Understanding of small business credit and risk management.
Ability to analyze financial statements and evaluate creditworthiness.
Responsibilities
Analyze requests for business credit and existing business loans.
Recommend risk ratings and loan structures based on creditworthiness.
Determine sufficiency of collateral and compliance with loan agreements.
Maintain accurate documentation of business loan files.
Ensure compliance with internal policies and regulatory requirements.
Assist with business online banking and other lending functions.
Skills
Financial analysis
Risk assessment
Compliance knowledge
Business loan management
Education
Bachelor’s Degree in area of specialty
Job description
A financial institution is seeking a Sr. Business Portfolio Manager to enhance the lives of its members and communities. This role involves analyzing business credit requests, evaluating collateral sufficiency, and ensuring compliance with internal policies and regulations. The ideal candidate will possess a Bachelor's degree and at least 5 years of relevant experience. Benefits include 100% employer-paid health insurance, competitive compensation, retirement plans, and opportunities for growth.