Portfolio Manager IV

---

Job description

Objective:

The Portfolio Manager IV is a recognized expert in exercising sound judgement in credit and risk administration. Onsite/Hybrid - Conshohocken or Maryland

Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

Minority/Female/Disabled/Veteran

Responsibilities/Duties:
Ensure all Service Level Agreements, regulatory compliance requirements, and Bank's credit risk profiles and profitability are monitored and maintained.

Responsible to protect and preserve the integrity of the pooled or individual portfolio while sustaining profitability, accurately accessing/managing risk, and managing the annual review process.

Analyzes the most complex portfolio relationships with reasonable involvement from the Relationship Manager.

Prepares financial models, credit memorandums and has extensive knowledge of credit policies with the ability to apply them to a variety of situations.

Exhibits strong understanding of the most complex organizational structures, documentation, covenants and/or collateral structures.

Effectively tracks and monitors financial reporting requirements and reviews Borrowing Base certificates.

Provides loan recommendations based on a review of all underwriting criteria for final approval.

Exercises adherence to internal portfolio/underwriting processes including timely and accurate data entry to Vikar and/or other centralized systems, as well as, maintaining high quality file documentation in a paperless environment.

Assist others to solve problems, leads projects with notable risk and complexity and develops the strategy for project execution.

Essential Functions:
Prolonged periods sitting at a desk and working on a computer.

Knowledge - Skills & Abilities:
5 - 10+ years Business Credit /Commercial Extensive knowledge of and experience with credit policies and procedures.

Demonstrates the ability to coach, lead, and motivate.

Strong interpersonal skills and good oral written communication skills.

Knowledge of software/systems required to successfully perform job function.

Must be a Vikar Subject Matter Expert.

Proven history of managing high volume workflows.

<!– job description page –>