FUNCTION: This position acts as both a portfolio manager and underwriter of credit requests in a high-volume environment, while adhering to department/bank policies and guidelines.
All candidates must have superior verbal, written, and organizational skills. Must be able to prioritize tasks demonstrating both management skills and ability to achieve communicated deadlines. High integrity and respect for confidentiality are invaluable. Excellent computer skills in Windows, understanding of business and personal financial statements, good phone and communication skills required. Proficient with Excel, Word, Power Point, and Microsoft Outlook. Familiar with internal systems including Appro, Alnova, MRA, C-Net, and LMS.
Commercial Portfolio Manager/Underwriter I:
Bachelor’s degree in business related field business with emphasis in management, accounting, finance, and 1-2 years of previous underwriting, credit analysis and/or portfolio management experience.
Commercial Portfolio Manager/Underwriter II:
Bachelor’s degree in business related field business with emphasis in management, accounting, finance, or a related field or equivalent professional experience. Candidates must have 5 years of previous underwriting, credit analysis and/or portfolio management experience.