Portfolio Management Team Leader - SVP
Supervise a team of lenders. Coach, counsel and motivate employee performance. Individual must possess extensive and well-rounded commercial banking experience covering all tiers of complex capital structures. Show outstanding leadership skills and ability to build a consensus. Monitor credit quality of a diverse loan portfolio.
Primary responsibilities include:
- Manage and train direct reports with a focus on financial and credit analysis as well as enhancing their writing skills.
- Work with direct reports, their assigned Private Client Groups, and the Bank's clients and prospects to assess loan requests.
- Approve credit requests for credits within assigned credit authority; prepares transaction summaries and recommends requests that exceed credit authority to Director of C & I Lending or CLO for approval.
- Notify Director of C & I Lending of any credit quality issues within portfolio. Consult with Director of C & I Lending, CCO, CLO and Special Asset Manager on criticized loans.
- Work closely with direct reports to ensure loan agreements are complete and accurate according to policy and comply with approval. Manage team workflow to obtain operating efficiency
Requirements include:
- High school diploma or equivalent required.
- Master's degree or equivalent preferred, and 5 years' related experience, or combination of education and experience.
- Experience analyzing financial statements, tax returns, cash flow analysis, financial ratios
- Must be able to manage competing priorities in a fast-paced, high-demand environment
- Ability to gain consensus among colleagues and clients
- Must possess high ethical standards with demonstrated integrity, tact and diplomacy.
- Formal credit training highly preferred.
- Ability to coach and mentor junior staff.
- Must possess excellent written and verbal communication skills
- Working knowledge of MS Office Suite, and Salesforce preferred.
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