CB Portfolio Manager II - Investment Real Estate

First Commonwealth Bank • Powell, OH • 3h ago

Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality standards are executed. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Participates in sales calls and is active in various community events, civic and charitable organizations. Essential Job Responsibilities Conducts independent financial statement, covenant and collateral analysis of Corporate Banking clients. Assists in discussions and due diligence on existing and prospective clients. Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation.

In collaboration with Relationship Manager(s), manages and grows a portfolio of companies. Portfolio size may vary based on length of service and management decisions.

Assists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Support cross-sell opportunities as identified through client interaction.

Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Maintains a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes.

Monitors client financial performance versus plan objectives and financial covenant compliance on a regular basis; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses.

Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio.

Performs maintenance calls with or without Relationship Manager as needed, and assists in credit collection work as necessary for assigned accounts.

Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Analyzes, with credit analysis staff, the creditworthiness of their clients and prospects. b. Seeks additional approvals or policy exceptions as necessary. c. Oversees proper execution and review of loan documentation in accordance with bank policy. d. Understands the credit strengths and weaknesses of clients. e. Monitors borrower's performance and communicates to management and the credit department. f. Works with Treasury Management to establish necessary accounts and ancillary services for deposits. g. Other ongoing client and portfolio tasks as needed to assist the team. Works with the Credit Department to ensure that the approval packages are thorough and correct including review of the financial statement requirements, covenant structure, and terms and conditions.

Prepares and assists in the presentation of loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other required reports, on an as-needed basis and in conjunction with Relationship Manager.

Values collateral when necessary, reviews appraisals and assesses collateral coverage.

Ability to assess and discuss risk ratings with the Credit Department.

Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk.

Coordinates the daily workflow in and out of the area to ensure that loans are in complete conformity with the terms.

Assists in providing direct service to commercial clients of the bank with respect to deposit, loan, and other products a Apply here: https://www

Similar Jobs

Senior Financial Analyst - FP&A

Scotts Miracle-Gro • Marysville, OH • 23h ago

Finance, Accounting & Banking

Here at Scotts Miracle-Gro there is no such thing as a typical day. Our culture is constantly energized by new and exciting growth opportunities and at a rapid pace. Below are details on an open job. If the role interest...

23h ago

Go to Apply

Senior Financial Analyst, SAP Reporting

Scotts Miracle-Gro • Marysville, OH • 23h ago

Finance, Accounting & Banking

23h ago

Go to Apply

Compensation & Benefits Specialist

Robert Half • Pataskala, OH • 23h ago

Finance, Accounting & Banking

Description We are looking for an experienced Compensation & Benefits Specialist to join our team in Columbus, Ohio. In this role, you will play a key part in managing and coordinating benefit programs, ensuring accu...

23h ago

Go to Apply

Core Banking System Architect - Director

PwC • Columbus, OH • 1d ago

Finance, Accounting & Banking

Specialty/Competency: Application / Solution Architecture Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 80% At PwC, our people in integration and platform architecture focus on designing...

1d ago

Go to Apply

Treasury Management Cash Vault Operations Manager

Huntington National Bank • Columbus, OH • 1d ago

Finance, Accounting & Banking

Description Job Summary The Treasury Management Cash Vault Operations Manager is responsible for leading Huntington's Cash Vault Operations team, ensuring secure, efficient, and compliant processing of cash deposits, wit...

1d ago

Go to Apply

Blood Collections Material Coordinator

American Red Cross • Columbus, OH • 1d ago

Finance, Accounting & Banking

Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are y...

1d ago

Go to Apply

Business Banking RM I

First Commonwealth Bank • Powell, OH • 1d ago

Finance, Accounting & Banking

A Business Banking Relationship Manager I cultivates new business from potential and existing small-mid-sized business clients by providing financial advice, managing relationships, and recommending banking products to h...

1d ago

Go to Apply

Treasury Claims Analyst Sr - Remote

Prime Therapeutics • Columbus, OH • 1d ago

Finance, Accounting & Banking

At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy...

1d ago

Go to Apply

Claims Recovery Senior Specialist (Property and Ocean Marine)

Zurich NA • Columbus, OH • 1d ago

Finance, Accounting & Banking

Claims Recovery Senior Specialist (Property and Ocean Marine) 132076 Zurich is currently seeking an experienced Claims Recovery Senior Specialist (Property and Ocean Marine) to join our Recovery Services team within the...

1d ago

Go to Apply

Senior Accounting Manager, Global GL Operations

Coinbase • Columbus, OH • 1d ago

Finance, Accounting & Banking

Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.