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Portfolio Manager

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Job Description

Location: On site at location listed in job posting. Summary The Portfolio Manager oversees the assessment of risk and credit management for a loan portfolio. Responsibilities include conducting annual reviews, ensuring loan covenant compliance, and managing financial collections. Collaborates with Relationship Managers to grow a high-quality, profitable portfolio. Key duties involve risk evaluation, client engagement, financial data analysis, preparing credit documentation, structuring new loans, coordinating closing processes, industry trend analysis, and ensuring compliance. Also responsible for timely renewal notices, loan reviews, and maintaining regulatory training. Qualifications include a bachelor’s degree and at least 10 years of experience or equivalent education and expertise.
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