Senior Portfolio Manager

• Manage a portfolio of existing credit relationships ensuring credit quality and soundness of risk ratings;
• Complete and document loan reviews on a quarterly basis for all loans in the portfolio;
• Prepare material change forms and file comments;
• Respond to customer inquiries, credit requests, or servicing requests timely;
• Review daily reports of delinquent loans and take affirmative action to collect payments;
• Monitor all insurance requirements associated with loans;
• Assist bank management with special projects or business development initiatives.

Requirements

• Bachelor’s degree or equivalent from a four-year college or university;
• Minimum of 7 years related banking experience;
• Prior experience with SBA;
• Strong analytical skills including the ability to read and assess individual and company financial statements;
• Strong knowledge of basic banking products and commercial lending products;
• Excellent organizational skills and attention to detail;
• Ability to perform job responsibilities with minimal direction;
• Strong presentation, written and verbal communication skills;
• Ability to work independently and within a team; flexible.

Core Competencies

Demonstrates expertise in managing credit relationships, conducting loan reviews, and ensuring compliance with banking regulations. Proficient in analyzing financial statements and communicating effectively with clients and team members.

Highest-signal resume keywords

• Credit Relationship Management
• Loan Review Documentation
• Financial Statement Analysis
• Commercial Lending Products Knowledge
• SBA Experience

ATS Optimization Keywords

Hard Skills

• Credit Quality Assessment
• Loan Review
• Financial Analysis
• Banking Products Knowledge
• Risk Rating Evaluation

Soft Skills

• Organizational Skills
• Attention to Detail
• Verbal Communication
• Written Communication
• Team Collaboration

Industry Keywords

• Banking Experience
• Delinquent Loan Management
• Insurance Requirements Monitoring
• Customer Inquiry Response
• Business Development Initiatives