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Portfolio Manager II

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Job Description

Summary The Portfolio Manager supports risk assessment and credit oversight for the loan portfolio by conducting annual reviews, loan covenant compliance, and financial collections. They collaborate with Relationship Managers to enhance a profitable and high-quality loan portfolio. Key duties include evaluating risk and creditworthiness, analyzing financial data, preparing approval packages, and assisting in loan structuring and pricing. They monitor industry trends, ensure compliance, and manage renewal processes. Qualifications require a bachelor’s degree and at least 10 years of relevant experience or equivalent. Skills include financial analysis, risk assessment, client engagement, and loan documentation management. The role demands strong analytical, communication, and compliance abilities.
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