PCB Portfolio Manager

About the Opportunity

Day-to-day responsibilities include loan portfolio monitoring, providing client & advisor support, risk management, and compliance & reporting.

Responsibilities

• Provide operational support by performing a range of routine activities using existing systems and protocols.
• Tracking loan performance, covenant compliance, and financial health.
• Acting as the main point of contact for routine inquiries, modifications, and loan restructuring.
• Mitigating credit risk, analyzing portfolio metrics, and managing the collections process or work-outs for delinquent accounts.
• Ensuring that the portfolio adheres to internal lending policies and external regulatory/investor requirements.
• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software.
• Create a local document management system for an office or department.
• Build effective working relationships within the internal client organization and contribute to the management of the partnering relationship.
• Find the most effective ways to respond to routine functional inquiries.
• Develop knowledge and understanding of the organization's policies and procedures.

Skills

• Supports business processes by effectively utilizing standard office technology, business systems, and software applications.
• Communicates clearly and effectively to express ideas, request actions, and provide technical guidance.
• Plans, organizes, prioritizes, and coordinates work activities to efficiently achieve business objectives.
• Develops and implements action plans based on business requirements.
• Analyzes data, identifies trends, and performs quantitative analysis.
• Selects and effectively utilizes appropriate business systems, tools, and technologies.
• Interprets, applies, and monitors policies and procedures to ensure alignment with organizational strategies.

Education

Work Experience - General Experience: 7 to 12 months

Certifications

No specific certifications required.

Travel

Less than 25% expected.

Workstyle

Hybrid

Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

About Company

At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to grow professionally and inspire others to do the same, work with and through others to achieve desired outcomes, make prompt, pragmatic choices and act with the client in mind, take ownership and hold themselves and others accountable for delivering results that matter, and contribute to the continuous evolution of the firm. The company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.