Strategic Commercial Lending Portfolio Manager

Univest

Allentown (Lehigh County)

Hybrid

USD 70.000 - 90.000

Vollzeit

14 Tage+

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Benefits dieser Stelle

Health Insurance

401(k) Plan with up to 3% employer‑con

PTO: 15 days annually

Short Term Disability

11 paid holidays

Life Insurance

Tuition Reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Zusammenfassung

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.

Qualifikationen

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.

Aufgaben

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.

Kenntnisse

Communication/Relationship-Builder

Detail-Oriented

Financial Analysis

Risk Management

Self-Management

MS Office Proficiency

Salesforce

nCino

Ausbildung

Bachelor's degree in finance or related field

Four years as Financial Analyst or equivalent

Tools