Strategic Commercial Lending Portfolio Manager
Univest
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Benefits offered by this job
Job summary
Univest seeks a Portfolio Manager to support the Commercial Lending team across Souderton and Allentown. You will work with Relationship Managers to analyze financial information, manage portfolios, and ensure policy compliance, while supporting loan origination, due diligence, and closings.
The role requires strong analytical abilities, relationship skills, and a collaborative mindset to move customers forward with confidence.
Qualifications
- Bachelor's degree in finance or equivalent experience required.
- Minimum four years as a Financial Analyst or related field.
- Experience with commercial lending processes a plus.
- Strong analytical and risk assessment capabilities.
Responsibilities
- Assist with Commercial Lending portfolio management and credit analysis.
- Prepare loan origination and renewal/modification packages.
- Perform financial analyses, covenant testing, and risk reviews.
- Support due diligence, appraisals, environmental reports, and closings.
- Monitor portfolio monthly reporting and compliance with policies.
Skills
Education
Tools
Job description
Univest seeks a Portfolio Manager to support the Commercial Lending team across Souderton and Allentown. You will work with Relationship Managers to analyze financial information, manage portfolios, and ensure policy compliance, while supporting loan origination, due diligence, and closings.
The role requires strong analytical abilities, relationship skills, and a collaborative mindset to move customers forward with confidence.
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