Portfolio Manager

About the Opportunity

The company is seeking a Financial Analyst to join their team. The successful candidate will be responsible for analyzing financial data, monitoring credit, preparing loan packages, and promoting banking products.

Responsibilities

• Collection and analysis of financial data to determine creditworthiness
• Ongoing credit monitoring and completing credit reviews
• Coordinate collateral inspections, evaluations, and appraisals
• Assist in preparing loan packages and ensure accuracy
• Ensure timely loan closing and funding activities
• Service customers by recommending banking products
• Represent the Bank at community functions as needed
• Perform other duties as assigned

Additional Responsibilities

• Perform functions of other positions as needed
• Demonstrate respect for co-workers and contribute to a positive work environment
• Adhere to established bank policies and procedures
• Represent the bank at community functions
• Perform other duties as required

General Qualifications

Bachelor’s degree in Finance, 3 years related experience, strong analytical skills, and excellent communication abilities are required. The ideal candidate will have strategic thinking expertise and the ability to work collaboratively.

Physical Requirements

The position requires the ability to express ideas verbally, exert up to 10 pounds of force occasionally, and have close visual acuity for data analysis. Reasonable accommodations can be made for individuals with disabilities.