Strategic Credit Portfolio Manager

Burke & Herbert Bank & Trust; Lancaster (Lancaster County); On-site; USD 90,000 - 130,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Portfolio Manager to support Commercial Banking Executives in originating loans and managing the credit portfolio. This role collaborates with the origination team and credit risk management to structure transactions, review financial statements, conduct due diligence, assess credit risk, and prepare deal presentations.

You will work with the team to monitor the portfolio, renewals, extensions, and annual credit reviews, as needed, while maintaining

Qualifications

• Bachelor's degree in business, accounting, finance or related field.
• Three or more years of underwriting and account management experience.
• Strong analytical and communication skills.

Responsibilities

• Perform financial statement analysis and cash flow modeling.
• Structure loan proposals and coordinate due diligence.
• Review financial information and assess credit risk.
• Engage with clients and internal stakeholders to structure transactions.
• Monitor credit portfolio and ensure compliance with covenants.

Skills

Financial modeling

Financial analysis

Credit underwriting

Communication skills

Team collaboration

Microsoft Office

Education

Bachelor's degree in business, Accounting, Finance or related field

Tools

LoanVantage

Job description

Burke & Herbert Bank & Trust is seeking a Portfolio Manager to support Commercial Banking Executives in originating loans and managing the credit portfolio. This role collaborates with the origination team and credit risk management to structure transactions, review financial statements, conduct due diligence, assess credit risk, and prepare deal presentations.

You will work with the team to monitor the portfolio, renewals, extensions, and annual credit reviews, as needed, while maintaining