Portfolio Manager – Savannah GA
Position Summary: The Portfolio Manager position works closely with the Relationship Manager, customers, and other team members to effectively manage an existing loan portfolio and originate new loan requests.
Reports To: Relationship Manager and/or Market Executive
Responsibilities:
- Assist Relationship Manager with the collection of financial information and other related data to determine credit worthiness of loan applicants
- Prepare loan packages for both new requests and renewals, in their entirety, for review and approval of the Relationship Manager and others in the approval process
- Assume ownership of assigned loans with little or no direct supervision
- Coordinate with credit department for analysis of loan requests
- Support the collection of past due loans
- Support the clearing of credit & collateral exceptions
- Maintain a working knowledge of loan documentation and bank terminology
- Obtain and retain product knowledge
- Ensure compliance with bank policies and regulations
- Participate with Relationship Manager in business development activities
- Other duties as assigned
Minimum Required Education, Experience, and Skills:
- Bachelor’s Degree with an emphasis in Finance and/or Accounting or a related field is preferred but not required
- 1 year of experience in credit analysis, credit administration, or lending is preferred but not required
- Ability to communicate effectively through both written and oral communications
- Ability to read, analyze, interpret, and follow procedures
- Must be a self-starter who is goal focused with good organizations skills and a high level of attention to detail
- Proficiency with Microsoft Office products
Physical Demands
- Requires sitting for long periods of time with heavy computer usage.
- Occasionally lifting or moving office products up to 10 pounds.
Work Location: In Person Savannah GA