Portfolio Manager- Commercial Real Estate
On-sitePerkasie, Pennsylvania, United States
Job Summary
Monitor and address loan maturities or requested modifications by collaborating with customers, Relationship Managers, and Credit Analysts to determine recommendations for extensions or adjustments. Submit analysis and credit approval packages to the credit department, review them for accuracy, and obtain necessary approvals from appropriate authorities. Complete loan reviews for portfolio loans, coordinate construction sales and leasing absorption data for quarterly reporting, and prepare covenants violations notices for loan approval authorities. Procure and execute loan documents for maturity extensions, modifications, waiver requests, and payoffs while assisting with financial information collection and new loan production support. Resolve post-closing exceptions, ensure required deposit accounts are established and maintained, and update Salesforce files with customer interactions. Identify areas of improvement contributing to bank profitability.
Required Qualifications
- Bachelor's degree from four-year college or university
- Minimum of 2-3 years' experience in commercial credit analysis and/or as a commercial lender
- Comprehensive knowledge of commercial lending, including a solid understanding of underwriting and credit
- Good verbal and written communication skills
- Satisfactory knowledge of loan documentation
- Good organizational and time management skills; the ability to prioritize tasks
- Thorough knowledge of products and services offered by the Bank
- Working knowledge of Microsoft Excel, Word, and PowerPoint
- Strong analytical skills
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