Banking - Portfolio Manager II

First Commerce Bank • Jackson, NJ • 33min ago

General Responsibilities

The Portfolio Manager II AVP will support the rapid growth generated by the Commercial Banking team. In this role you will be assigned a Commercial Lender and portfolio to analyze and maintain. You will also assist in achieving goals assigned to Commercial Lender as established in annual operating plan. Portfolios will consist of a mixture of CRE, C&I, Construction and SBA and range in dollar size from $150MM to $300+MM

Basic Qualifications

Education/Training: Bachelors degree in business, accounting, finance, economics, or related field of study required. Formal credit training in CRE/C&I and Personal Cash Flow Analysis is preferred with a strong understanding of general credit and risk principles, mitigants, and banking policies/procedures. Skill(s): Proficient in MS Office: Excel, Word, and Outlook. Excellent writing, grammar, and mathematics skills; excellent oral and written communication skills; strong organizational skills with the ability to proactively manage and prioritize workflow; A thorough knowledge of current lending and loan review regulations and banking regulations, procedures, and operations; proficient ability to analyze and interpret financial statements: businesses, CRE and personal.

Experience: A minimum of five (5) years' related experience required.

Essential Duties 1.Manage an assigned portfolio of commercial customers with some oversight by Commercial Loan Officer. 2.Maintains ongoing business relationships with present customers in order to provide a secondary Commercial Services contact and take advantage of additional cross-selling opportunities. 3.Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking etc.) as designated by VP, Senior Portfolio Manager and or CCO/CLO 4.Coordinate collection, track and perform review of financial statements, tax returns, conditions/covenants. 5.Coordinate and prepare modifications/renewals/extensions. 6.Monitor assigned portfolio for early warning signs of financial weakness or other risks, and work with Commercial Loan Officer to develop an appropriate plan to discuss with VP, Senior Portfolio Manager, CCO and CLO 7.Prepare, update, and maintain credit files, both paper and electronic

Similar Jobs

Director AI Finance Transformation

Highmark Health • Trenton, NJ • 9h ago

Finance, Accounting & Banking

Company : Highmark Health Job Description : JOB SUMMARY The Director of AI Finance Transformation is responsible for defining and executing the enterprise's AI strategy for Finance and leading the transformation of finan...

9h ago

Go to Apply

Sr. Claims Specialist, Professional Liability | E&O, D&O, EPL)

Sedgwick • Trenton, NJ • 11h ago

Finance, Accounting & Banking

US Telecommuter Telecommuter MN Telecommuter CA Telecommuter TX Telecommuter DE Telecommuter FL Telecommuter MS Telecommuter MD Telecommuter NC Telecommuter SD Telecommuter AK Telecommuter DC Telecommuter IL Telecommuter...

11h ago

Go to Apply

Accounts Receivable / Credit Specialist - GCG Connectivity & Power Solutions - Collegeville, PA - Hybrid

GCG • Trenton, NJ • 14h ago

Finance, Accounting & Banking

Overview GCG Connectivity & Power Solutions is currently seeking an Accounts Receivable & Credit Specialist to join our Accounting & Finance team! In this role, you'll play a critical part in supporting the f...

14h ago

Go to Apply

Merrill Advisor Development Program - Financial Advisor: Red Bank & Associates Market

Bank of America • Red Bank, NJ • 1d ago

Finance, Accounting & Banking

Merrill Advisor Development Program - Financial Advisor: Red Bank & Associates Market Red Bank, New Jersey;Freehold, New Jersey; Toms River, New Jersey; Manasquan, New Jersey To proceed with your application, you mus...

1d ago

Go to Apply

Merrill Advisor Development Program - Financial Advisor: Red Bank & Associates Market

Bank of America • Toms River, NJ • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Director, United States Operations Quality Audits & Inspections

Novo Nordisk • Plainsboro, NJ • 1d ago

Finance, Accounting & Banking

About the Department The Clinical, Medical and Regulatory (CMR) department at Novo Nordisk is one of the most diverse and collaborative groups within the organization. From healthcare provider interactions and developing...

1d ago

Go to Apply

Director, Client Finance

Evolent • Trenton, NJ • 1d ago

Finance, Accounting & Banking

Work at Home Full time JR-916972 Your Future Evolves Here Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties...

1d ago

Go to Apply

Assistant Director, Finance & Administration

Trustees of Princeton University • Princeton, NJ • 1d ago

Finance, Accounting & Banking

Compensation $109,000.00 - $119,000.00 Hours Per Week 40 Number Of Positions 1 Job Description Job Type Full-TimeOverviewThe Assistant Director for Finance and Administration is a key position located in the Office of th...

1d ago

Go to Apply

Fund Accountant - CLO

UMB Bank • Trenton, NJ • 3d ago

Finance, Accounting & Banking

Remote CA-REMOTE TX-REMOTE NC-REMOTE DE-REMOTE Full time R-9664 Duties & Responsibilities This role will provide support of day-to-day operational/client service activities while effectively monitoring daily receivab...

3d ago

Go to Apply

Staff Accountant

Robert Half • New Jersey, New Jersey • 3d ago

Finance, Accounting & Banking

Description We are looking for an experienced Staff Accountant to support core accounting operations for a company based in New Jersey. This Long-term Contract opportunity is ideal for someone who can manage day-to-day f...

3d ago

Go to Apply

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