Senior Portfolio Manager - Pittsburgh
1 day ago
Job description
The Senior Portfolio Manager supports and the Corporate Banking team by obtaining required reporting information from borrowers (financial statements, compliance certificates, evidence of insurance, etc.).
Responsible for portfolio reporting and monitoring related to risk and compliance. Logistical/operational oversight (liaison) between Corporate Banking, Underwriting, Credit and Commercial Loan Operations. This is a hybrid position which requires in office hours.Education and Experience Requirements:
- College degree or commensurate experience.
- Minimum of five years of experience credit, lending, underwriting and/or portfolio management.oWill consider formal credit training and three years of relevant experience
- Knowledge of federal banking rules and regulations pertaining to commercial lending.
- Strong written and oral communication skills with the ability to engage in financial/analytical conversation and recommendation.
- Knowledge of commercial credit policies, procedures, and loan documentation.
- Proficiency in Microsoft Word and Excel
Knowledge, Skill, and Ability Requirements:
- Strong analytical and problem-solving skills.
- Ability to exercise sound judgment.
- Strong oral and written communication skills
- Effective prioritization and time management skills to meet deadlines
Strong attention to detail Essential Functions:
- Manage departmental workflow and prioritization.
- Manage loan administration of syndicated and participated credits.
- Ensures the department provides professional, courteous and efficient service to all internal and external customers.
- Provide direction and support to loan administration staff within the department (e.g. loan onboarding, problem resolution, treasury management, etc.).
- Review, prioritize and coordinate portfolio administration requirements including:oAnnual reviews and renewals;oFinancial statement monitoring/collection;oExpired/missing insurance;oDocument and/or collateral exceptions;oGeneral ledger reconciliation; andoBeneficial owner compliance.
- Provide ongoing portfolio monitoring and assessment reporting (weekly, monthly, quarterly, annually).
- Maintain a thorough knowledge of, and compliance with, banking regulations and adherence to bank policies and procedures.
- Review, organize and analyze financial information relating to existing and new Corporate Banking customers.
Utilization of software/technology platforms including:
oBank mainframeoShaw SystemoNautilusoGoldmineoPrecisionLenderoTValueAll employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.Similar jobs
The Portfolio Manager supports and the Corporate Banking team by obtaining required reporting information from borrowers (financial statements, compliance certificates, evidence of insurance, etc.). Responsible for portfolio reporting and monitoring related to risk and compliance ...
1 month ago
Job Description · The Portfolio Manager supports and the Corporate Banking team by obtaining required reporting information from borrowers (financial statements, compliance certificates, evidence of insurance, etc.). Responsible for portfolio reporting and monitoring related to r ...
2 days ago
This position is primarily responsible for supporting the unique underwriting of Private Banking credit requests. · Supports the underwriting of Private Banking credit requests. · Maintains a complete understanding of commercial and consumer credit policies and consumer lending r ...
1 month ago
This position is primarily responsible for supporting the unique underwriting of Private Banking credit requests. · BA or BS · 1 year of job-related experience required · ...
1 month ago
The Portfolio Manager supports the Corporate Banking team by obtaining required reporting information from borrowers and is responsible for portfolio reporting and monitoring related to risk and compliance. · ...
1 month ago
The Senior Portfolio Manager supports and the Corporate Banking team by obtaining required reporting information from borrowers (financial statements, compliance certificates, evidence of insurance, etc.). Responsible for portfolio reporting and monitoring related to risk and com ...
1 day ago
As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. · You'll contribute to our mission to enable customers to make the world healthier, cleaner and safer. · ...
4 weeks ago
We work together each day to foster an inclusive workplace culture where all of our employees feel respected valued and have an opportunity to contribute to the companys success. · ...
3 weeks ago
We are seeking a driven Property Portfolio Manager to oversee a portfolio of conventional residential properties in Pittsburgh's South Hills area. · Serve as the primary point of contact for property owners, providing regular updates on budgets, occupancy, and maintenance need · ...
2 weeks ago
PNC seeks a Portfolio Manager III within its Technology organization based in Pittsburgh PA. The successful candidate will lead portfolio planning cycles partnering with CTO business leaders to align initiatives to enterprise priorities outcomes. · * Lead portfolio planning cycle ...
3 weeks ago
Join our team at Thermo Fisher Scientific as a Project Manager within Portfolio Management, where you'll contribute to growth and innovation across our industry-leading portfolio. · ...
1 month ago
As part of the Thermo Fisher Scientific team you ll discover meaningful work that makes a positive impact on a global scale. · ...
2 weeks ago
This role combines technical product knowledge with data management and customer support responsibilities. · You'll work directly with Portfolio Managers to drive product strategy execution. · ...
1 month ago
As part of the Schindler team, you'll discover meaningful work that enhances quality of life for communities, and contribute to making places more accessible, inclusive, and sustainable for all. · Grow the portfolio within the territory by supporting and administering Service Sal ...
2 weeks ago
Join our team at Thermo Fisher Scientific as a Project Manager within Portfolio Management. · ...
1 month ago
As a Product Management Specialist at Thermo Fisher Scientific, you'll contribute to our mission to enable customers to make the world healthier, cleaner, and safer. · ...
1 month ago
Join our team at Thermo Fisher Scientific as a Project Manager within Portfolio Management. · ...
1 month ago
We Elevate… Quality of urban lifeOur elevators, escalators, and moving walks safely transport more than two billion of us up and down buildings and across transportation hubs every day. · As part of the Schindler team, you'll discover meaningful work that enhances quality of life ...
2 weeks ago
This role is ideal for a portfolio leader who thrives at the intersection of strategy execution and stakeholder management—someone who can establish governance build executive-ready insights and enable teams to deliver outcomes with clarity and confidence. · ...
3 weeks ago
Join our team at Thermo Fisher Scientific as a Project Manager within Portfolio Management, where you'll contribute to growth and innovation across our industry-leading portfolio. · ...
1 month ago