Portfolio Manager IV

Firstrust

Conshohocken, PA

JOB DETAILS
SKILLS
Communication Skills, Credit Risk, Customer Support/Service, Detail Oriented, Financial Analysis, Investment Management, Loan Collateral, Loan Structuring, Maintain Compliance, Multitasking, Nonprofit, Risk Management, Salesforce.com, Underwriting
LOCATION
Conshohocken, PA
POSTED
1 day ago

The Portfolio Manager IV is a hybrid role requiring advanced expertise in credit and risk management for a complex portfolio, including C&I, not-for-profit, and IRE credits.
Responsibilities include underwriting new and renewal requests, preparing detailed credit memorandums, monitoring risk and compliance, and exercising independent decision-making.
The role involves analyzing financial statements, collateral, and organizational structures, and making loan recommendations for final approval.
Candidate must have 7-10 years of underwriting experience, strong knowledge of credit policies, and proficiency with systems like Excel and Salesforce.
Excellent communication, attention to detail, and ability to multitask are essential.
This position supports growth and development, emphasizing exemplary customer service aligned with core values.

About the Company

F

Firstrust