Sr. Portfolio Manager

Capital Community BankPleasant Grove, UT

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Overview

Schedule

Full-time

Career level

Director

Remote

On-site

Benefits

Career Development

Job Description

The Senior Lending Portfolio Manager is responsible for proactively monitoring and maintaining the compliance and soundness of the loan portfolio to which they are assigned. In addition to portfolio management, this position is a production support role and includes underwriting new loans and renewals of existing loans in close partnership with the assigned Loan Officer(s). The ideal candidate for this role will have direct experience in commercial underwriting, loan production, and portfolio management including covenant testing, file maintenance, and tickler and technical exception resolution. Proactive and effective communication with colleagues, clients, and vendors is critical to this role.

Job Responsibilities:

Assist assigned Loan Officer(s) in loan production activities as directed by the Loan Officer and the Director of Lending. Activities include, but are not limited to:
Attending client calls with the Loan Officer
Collecting financial documentation from clients
Processing loan applications
Spreading and analyzing financial statements
In collaboration with the Loan Officer, prepare credit presentations including loan request narrative, cash flow analysis, collateral analysis, risk assessment, etc.
Monitor assigned loan portfolio for delinquency and contact delinquent loan clients for payment.
Review bank reporting for maturing loans and support the Loan Officer in collection of financial packages. The Senior Lending Portfolio Manager will underwrite loan renewals in collaboration with the Loan Officer.
Monitor loan ticklers and technical exceptions and work to resolve any outstanding items as expediently as possible.
Track and monitor loan performance covenants and advise the Loan Officer and the credit administration team of breached covenants. Proactively engage in resolving issues as they arise.
Collaborate closely and communicate effectively with internal partners including Loan Assistants, Credit Administration, Operations, and Compliance.
Attend team training and complete compliance training as assigned.
Complete other tasks and special projects assigned by the Director of Lending and Credit Administration.

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FAQs About Sr. Portfolio Manager Jobs at Capital Community Bank

What is the work location for this position at Capital Community Bank?

This job at Capital Community Bank is located in Pleasant Grove, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Capital Community Bank?

Employer has not shared pay details for this role.

What employment applies to this position at Capital Community Bank?

Capital Community Bank lists this role as a Full-time position.

What experience level is required for this role at Capital Community Bank?

Capital Community Bank is looking for a candidate with "Director" experience level.

What benefits are offered by Capital Community Bank for this role?

Capital Community Bank offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Capital Community Bank?

You can apply for this role at Capital Community Bank either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.