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Brockton

    Portfolio Manager - Bridgewater, United States - Provident Bank

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    Description

    As the ABL (Asset Based Lending) Portfolio Manager you will manage the Portfolio of existing clients as well as nurture and expand the relationships to best serve the clients account. You will consistently identify the needs of the clients to recommend and deliver appropriate products and services. Directly responsible for managing a large portfolio of loans.

    Job Duties and Responsibilities:

    • Processing requests for new loans, ACH exposure, Anytime Business Banking from existing customers
    • Processing requests for loan modifications from existing customers
    • Processing requests for line of credit, ACH and Anytime Business Banking renewals for existing customers
    • Make decisions on overdrafts/uncollected
    • Following up on past due and matured loans to maintain delinquencies at minimal levels
    • Maintaining credit files with current financial information, call reports, credit reports, correspondence, etc.
    • Developing and maintaining a calling program for existing customers
    • Preparing Problem Loan Reports
    • Participating in Team projects and assisting other lenders as directed by the Team Leader
    • Developing relationships with other Business Partners and cross-selling products/services to existing customers
    • Developing relationships with CPA's and Attorneys of existing customers to source new business opportunities for the Bank
    SKILLS AND TRAINING:
    • Strong communication skills, both written and verbal. Ability to effectively interact with clients and co-workers throughout the organization.
    • Excellent analytical skills.
    • Proficient in Microsoft Office.
    • Knowledge of Baker Hill Software a plus.
    EDUCATION:
    • Bachelor's Degree required in areas such as Accounting, Finance or Business Administration. Formal credit training required.
    WORK EXPERIENCE:
    • 7 years related experience.
    • 3 years related management experience.
    HAZARDS:

    The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally may be exposed to those conditions present in public forums and meeting places.

    This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

    About Provident Bank

    For more than 180 years, Provident Bank has served individuals, families, and businesses in our local communities with personal and business banking services.

    Volunteering is a Way of Life

    Our brand promise - "Commitment you can count on" - supports the investments we make in the community and donations made by our employees. It's a promise also reflected in the volunteerism of our employees, who lend time and talent and countless hours to assist hundreds of organizations and thousands of people and animals each year.

    Why do we love it?
    1. We get to volunteer in areas that are meaningful to the bank and impactful in the community.
    2. Through generous contributions, we have raised over $912,000 in 2022. No item or donation is too small; we find a home for it all.


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