Remote Portfolio Manager - Financial Services

About the Role

We are seeking a Remote Portfolio Manager to join our dynamic team. In this role, you will be instrumental in managing a diverse portfolio of larger commercial credits, ensuring it meets key objectives of soundness, profitability, and growth. As a Remote Portfolio Manager, you will collaborate closely with the Commercial Lending team, providing essential credit and sales support. Your expertise in analyzing complex financial statements will drive effective credit analysis, while also advocating for cross-selling opportunities.

What You'll Do

• Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
• Provide credit and sales support to the Commercial Lending team.
• Analyze complex financial statements and prepare comprehensive credit analysis packages.
• Serve as a secondary contact on client relationships, enhancing customer satisfaction.
• Identify cross-sell opportunities with new and existing clients to maximize revenue.
• Assist in the loan process, including underwriting and closing transactions.
• Prepare commitment letters and review loan documents for accuracy.
• Assist lenders in their prospecting efforts to grow the portfolio.

Requirements

• Bachelor’s Degree in finance or accounting preferred.
• 5+ years of experience in commercial lending, demonstrating strong industry knowledge.
• Proficient knowledge of credit policy, banking regulations, and loan documentation.
• Ability to analyze complex financial statements and tax returns effectively.
• Strong interpersonal and communication skills to foster client relationships.
• Excellent organizational and time management skills to handle multiple tasks.
• Ability to work effectively within the company's credit culture.
• Proficiency with in-house financial reporting applications, including Navigator.

Nice to Have

• Experience with financial modeling and forecasting.
• Familiarity with risk management practices in commercial lending.
• Advanced Excel skills for data analysis and reporting.

What We Offer

• Competitive salary ranging from USD $60,466.00 to USD $93,119.00 per year.
• Flexible work hours and remote scheduling to promote work-life balance.
• Opportunities for professional growth and development within the organization.
• Collaborative and inclusive work environment that values diversity.
• Health and wellness programs to support your well-being.
• Paid time off and holiday pay to recharge and relax.
• Equal Opportunity Employer ensuring workplace diversity.