Portfolio Manager Job Description Sample
Commercial Credit Portfolio Manager / Debt Products Manager
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, the DPO Commercial Product Manager I is a client-facing role, partnering directly with coverage on the extension of debt products transactions to meet clients’ needs. This individual serves as part of the first line of defense, with the coverage team, in identifying and mitigating risk in existing and proposed debt products transactions. The individual will work directly with teammates in Debt Products, Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to lead the analysis of credit opportunities, underwriting of credit exposure and management of a portfolio of loans and other credit relationships while providing effective challenge to these various constituents. This individual will provide subject matter expertise and manage the overall delivery of debt products to assigned clients.
Works in support of coverage banker to develop target set of companies within markets to enhance proper client selectivity
Able to add value directly to client and coverage in articulating Regions’ underwriting methods, processes and risk appetite for specific debt products
Maintains market knowledge of loan pricing and structural trends to match client needs with Regions’ debt product solutions
Calls jointly on clients with coverage bankers to understand clients’ needs and specific risks to client business.
Works with coverage banker to develop client strategy focusing on existing and potential credit exposure. Assists coverage banker in optimizing relationship through cross sell activities of debt products
Leads the credit process on identified debt product opportunities. Ultimately accountable for structuring, underwriting, closing and management of new and existing debt products for clients.
Serves as the primary contact with Credit Risk
Oversees ongoing monitoring of existing portfolio by being accountable for periodic assessments and other servicing requirements
Serves as a mentor/coach to team members, specifically Debt Products Associates assigned to managed clients This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible.
Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)
Experience in relationship management either as a coverage banker or as a client facing member of the relationship team + 7 or more years of underwriting and portfolio management experience.
Legal document experience
Understanding of loan structuring needs, loan documentation requirements and market knowledge
Financial analysis experience
Skills and Competencies
Demonstrated strong verbal and written communication skills
Ability to coach others
Well organized, attention to detail, and able to manage multiple projects under pressure
Analytical and problem solving skills
Proven leader with ability to make sound judgments
Ability to negotiate with both internal and external parties Position may be filled in our Greenville, Columbia, Spartanburg offices too, depending on the preferred location of the most qualified candidate.
Location: Greenville, South Carolina EEO/AA/Minorities/Females/Disabled/Veterans
About Regions At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Enjoy life Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering. EEO/AA/Minorities/Females/Disabled/Veterans
Junior Portfolio Manager / Portfolio Construction - CLO - Associate
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, 2016, BlackRock’s AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of December 31, 2016, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock
Role: Associate – Junior Portfolio Manager/Portfolio Construction on
US Bank Loan Team
Help monitor and manage consistency and risk across dedicated loan portfolios as a member of the US bank loan portfolio management group and in coordination with BlackRock’s risk and quantitative analysis (RQA) team.
Work directly with analysts within BlackRock’s leveraged finance business to assist in monitoring and managing credit risk and relative value against portfolio positioning.
Represent BlackRock’s US loan investment strategy in client update meetings and calls alongside product strategy team.
Work directly with BlackRock’s capital market group on opportunities in new issue bank loans.
Maintain strong relationships with product strategists, credit analysts, portfolio managers, capital markets, operations, legal and other groups which support the US loan business. Requirements/
+ 3-5 years of relevant experience working in the leveraged finance markets.
Strong presentation, organizational and communication skills.
Bachelor degree in finance, economics, statistics, mathematics with superior academic record.
Strong financial modeling, analytical and communication skills are paramount.
Proficient in Excel and Powerpoint. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.
Scientific Evidence Portfolio Manager / Program Manager
THE COMPANY: JUUL's mission is to improve the lives of the worlds one billion adult smokers by driving innovation to eliminate cigarettes.
JUUL is the number one US-based independent e-cigarette, selling over four million JUULpods per month. Headquartered in San Francisco and backed by leading technology investors including Tiger Global, Fidelity Investments and Tao Invest LLC, JUUL Labs is disrupting one of the worlds largest and oldest industries. Were an exceptional team with backgrounds in technology, healthcare and biotech, and were growing rapidly to deliver on our mission.
Were actively looking to hire the worlds best scientists, engineers, designers, product managers, supply chain experts, customer service and business professionals. ROLE AND RESPONSIBILITIES: JUUL Labs, located in San Francisco, is seeking a Scientific Portfolio Manager / Project Manager.
JUUL Labs is growing rapidly, and success in this position has the potential to translate into further career growth opportunities within the company over time. The Portfolio Manager will: Support leadership in the process of aligning scientific priorities with corporate objectives, Support leadership in translating aligned priorities into a scientific program; Manage elements of the resulting scientific program in a way that systematically accomplishes the aligned priorities on time and on budget, Manage internal and external scientists and analysts to accomplish these goals.
Key day to day responsibility will be to coordinate the scientists and team members that support them to have reasonable but aggressive goals, to articulate those goals, to stick to those goals, and to produce high quality timely science. Verify that projects stay focused and within budget and on schedule. Create and maintain GANTT charts and dashboards for department projects and potentially inter-departmental projects and assist in assuring accountability with agreed timelines Manage or direct other scientific support team to accomplish goals such as:
Manage progress of pipeline of scientific publications Manage progress of pipeline of research projects Direct analysts to manage internal publication database and key reference summary document for internal use PERSONAL AND PROFESSIONAL QUALIFICATIONS: At least 4 years of project management or scientific portfolio management within industry, academia, or non-profits Strong experience and demonstrated success managing scientists and scientific programs Demonstrated results from a strong publication record associated with the program managed Demonstrated capacity to manage up and down and to help focus complicated scientific objectives into defined projects with clear achievable deadlines Experience coordinating internal and external scientists in achieving joint goals Good communication and writing skills Strong record of maintaining timelines and budgets Exceptional organizational skills Excellent people skills Adept at Powerpoint or Keynote, Excel, Word, GANTT charts High throughput and efficiency able to get to the main points quickly Firefighting skills when needed and strong attention to detail STRONG PLUSSES: Experience managing external grant programs PMP certification JUUL LABS PERKS & BENEFITS:
A place to grow your career. Well help you set big goals - and exceed them People. Work with talented, committed and supportive teammates Equity and performance bonuses.
Every employee is a stakeholder in our success Boundless snacks and drinks Cell phone subsidy, commuter benefits and discounts on JUUL products Excellent medical, dental and vision benefits Location. Work in the heart of San Francisco, one of the worlds greatest cities
Capital Bank Portfolio Manager
Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk
Works with Commercial Loan Officer(s) prospects and clients answering questions needed for the loan underwriting
Partners with Commercial Loan Officers in meeting with current and prospective clients to understand the specific customer requirements and needs; collects appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting
Assists in the pricing and structure of new loans and renewals with the Commercial Loan Officer(s)
Makes individual client calls and visits as needed to gain a complete understanding of the financial analysis
Prepares all required financial spreads, Credit Presentation Sheets, Loan Officer Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits
Monitors industry trends and analyze specific industry trend data to identify potential areas of risk in the loan portfolio
Analyzes global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators
Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request
Completes loan covenant compliance reviews and review findings with Commercial Loan Officer(s)
Prepares forms for transfer of clients into Special Assets
Maintains, tracks and clears financial exception reports
Maintains, tracks and clears documentation exception reports
Works with the loan assistant to clear exceptions
Monitors and collects past due accounts
Orders Appraisals and Phase I reports for real estate transactions
Completes annual loan reviews on each credit with the assigned portfolio
Completes and passes BVS courses by due date Requirements Requirements
Bachelor’s Degree in Finance/Accounting or related business field from a four year college or university * 5 years minimum experience in Loan Review, Credit Analysis, or Commercial Loans
Consultative approach to business development
Effective presentation skills
Excellent communication and interpersonal skills
Analytical by nature and sound business judgment
Outstanding business development/relationship management skills as well as the ability to handle multiple tasks in a fast paced, diverse growth environment
Requisition Number:* 17-1252 Post Date: 12/1/2017 Title: Capital Bank Portfolio Manager
Part Time?:* No
Wealth Portfolio Manager
Tracking Code 8558 Job Description The Wealth Portfolio Manager is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role.
Key Responsibilities * Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives.
Responsible for significant new business and revenue growth.
Deliver a distinctive client experience that leverages our unique value proposition through investment management, financial planning and advisory services.
Understand client’s financial objectives utilizing a purposeful discovery process and financial planning approach.
Clearly communicate financial investment solutions and effectively overcome objections.
Assemble collaborative teams of specialists to deliver comprehensive advice and solutions spanning insurance, brokerage, mortgage and commercial banking.
Match prospect needs with JB investment solutions resulting in new business.
Establish investment strategy to include; implementation, maintenance, communication.
Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment.
Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship.
Complete, timely and accurate documentation of client relationship. Required Experience
Bachelor’s Degree and 5-8 years experience working with affluent clientele. A combination of appropriate education and experience will be considered.
Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
Specialized knowledge of investment management and financial planning.
Industry specific professional certifications highly desired; CFP, CTFA, ChFC, CFA.
Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
Job Location: 1555 W. Mequon Road, Mequon, WI 53092 Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities Job Location Mequon, Wisconsin, United States Position Type Full-Time/Regular
Gsam, Gps, Lead Portfolio Manager - Pensions/Ocio, Vice President
The successful candidate would become a member of the Portfolio Management Team within Global Portfolio Solutions (GPS), responsible for the design, management, and communication of multi-asset class portfolios. This role is client-facing and highly analytical, focusing on developing, investing, managing and communicating customized portfolio solutions for clients. Core responsibilities include:
Portfolio management with daily supervision of complex client portfolios involving areas such as strategic and implementation issues, asset allocation, investment manager / vehicle selection and oversight, risk/performance management and evaluation, and research on investment management products.
Assist in client relationship management involving portfolio and manager review, managing client investment needs and proposing new strategies aimed at enhancing portfolio characteristics.
Support in content development involving client and prospect presentation books, request for proposals, and other investment-related analyses. Other required skills/experience:
Bachelor’s degree or equivalent
Excellent writing and communication skills
Highly organized with the ability to manage multiple tasks in a fast-paced environment
Detail oriented and meticulous, strong quantitative and analytical skills
Intelligent, creative, with good problem-solving abilities
A self-starter able to work independently and thrive in a team environment
Proficient in Excel and PowerPoint
Strong interest in the financial markets and a good investment sense/commercial instinct
Experience working with corporate pensions or a background in multi-asset class investing / Outsourced Chief Investment Officer preferred ABOUT GOLDMAN SACHS The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet. Job ID2017-40554 Schedule TypeFull Time LevelVice President/Executive Director Function(s)Investment Management RegionAmericas DivisionInvestment Management Division Business UnitGlobal Portfolio Solutions Employment TypeEmployee
Fixed Income Portfolio Manager (Managing Director)
Career Opportunities at Mesirow Financial Home | Careers | Career Opportunities
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View Submitted Applications Job Details Requisition Number18-0003 Post Date1/10/2018 TitleFixed Income Portfolio Manager (Managing Director) CityChicago StateIL Description The Opportunity Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. The Fixed Income Portfolio Manager (Managing Director) is a key senior level hire into the group. As part of the Senior Leadership Investment team this individual will play a strategic role in the continued success of the business and deployment of new strategies to augment our existing capabilities. We have a highly seasoned and experienced investment team, along with a talented group of analysts, portfolio administrators and client services specialists. To learn more about the Fixed Income team, please clickhere. Responsibilities
Ability to manage total return fixed income portfolios across several mandates and strategies including oversight of portfolio construction and trade implementation
Serve as sector specialist within the fixed income team on assigned sectors and lead in establishing investment opinions and sector recommendations
Collaborate with analysts and other portfolio managers on positioning, sector allocations, and performance reviews
Meet with clients to review investment strategy, objectives and performance
Manage portfolio characteristics including risk, performance and attribution, to ensure adherence to strategy and client guidelines and achievement of desired results Requirements
Bachelor’s Degree required, MBA/CFA preferred
Minimum of 10 years fixed income portfolio management experience, preferably with a broad range of clientele.
Broad understanding of fixed income asset classes and instruments
External client facing experience including board reporting and new business presentations
Familiarization with fixed income systems such as Bloomberg and BondEdge(a plus)
Knowledge of investment needs of insurance companies or credit skills preferred
Strong interpersonal, communication and presentation skills
Strong work ethic
Ability to work effectively within small company environment and in cross-functional collaborations Apply Online Send This Job to a Friend
Position Summary: Support regional credit teams and commercial relationship managers by providing objectivity and a risk management focus and the support needed to grow commercial relationships. Primary duties include ensuring new and renewed credits are properly analyzed, credit files are in compliance with policy, and the commercial lending process is completed. Job Requirements for Essential/Primary Job Functions: Provide support of underwriting and verification of risk-assessment analysis on credit request packages to be submitted for credit approval or approved by Relationship Managers. Ensure packages are complete, accurate, and adhere to bank policy. Support the Commerical Credit Officer in the administration of the business portfolio of the line in order to achieve the desired results of quality, profitability, and growth. Monitor proper use of loan authority, execution of risk grading tools and all other components established for the commercial lending process. Inspect credit files and loan systems information to ensure accuracy and data integrity. Participate in the regional annual review process through preparing complete and accurate packages that adhere to bank policy. Take ownership of actions agreed upon in loan review committee to ensure actions are executed. Work closely with assigned Relationship Managers to ensure all client-related documentation and administrative issues are resolved on a timely basis. Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general. Compliance Accountability:
Responsible for compliance with all regulations, laws, and bank policies and procedures that pertain to your day-to-day job responsibilities.
Responsible for maintaining a working knowledge of all compliance regulations pertinent to your assigned duties by successful completion of any courses assigned on a timely basis.
Responsible for participating in BrandBank’s community development program at least one day each year.
Responsible for adherence to BrandBank’s Code of Professional Ethics and Conduct as well as observing and promoting compliance with the Code among fellow bank personnel, customers and vendors. Requirements Education/Work Experience:
Bachelor's degree in accounting, a business field or equivalent education and related training + 5+ years of experience in banking industry or related work experience
Credit Training and/or at least 3 years in commercial credit underwriting
Experience with spreadsheet and word processing applications
Strong verbal and written communication skills
Understanding of financial and cost accounting principles
Proficient in the use of Microsoft Office desktop applications Desired Expierence
Graduate degree in Finance, Accounting, or Economics
High degree of quantitative analysis skills
Portfolio Manager II - Corporate Banking
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282. JOB SUMMARY Responsible for underwriting, credit monitoring and portfolio management of Commercial Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships.
Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services. As a Portfolio Manager, this position will maintain and build loans and deposits, fee income and referrals of business. Responsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of Associated Bank.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority.
Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements.
Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline. KEY RESULT AREAS Portfolio Management Asset Quality Risk Management Relationship Banking Fee Income Growth Loan growth Cross-Sell Referral Generation Customer Service Negotiation and Influence Collaboration Community Involvement Demand Deposit Growth Commercial Deposit Growth Retention JOB ACCOUNTABILITIES • Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. • As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship. • Responsible for credit risk and quality of the portfolio. • Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate. • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners. • May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends. • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
May assume overall responsibility for the credit quality of the loan portfolio. • May make presentations on specific loans and participate in the bank’s Loan Approval Process, recommending approval and appropriate structure of credits. • Manage the renewal process by working with the Relationship Manager the client and the credit department. • May serve as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services. • Responsible for identifying cross sales opportunities of all bank products including Treasury Management, International Banking, Private Banking, Private Client and Institutional Services, Employee Benefit Services, and AFG, Capital markets to our existing client base as well as prospects. • Participates in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace. QUALIFICATIONS: Required Education: Bachelor's Degree Business, Finance or Accounting or other related discipline, or equivalent related experience Preferred Education:
Master's Degree Business, Finance or Accounting or other related discipline or equivalent related experience Required Experience: 2-4 years Commercial Banking and/or Credit Approval Experience Preferred Experience: Extensive experience handling complex credits Preferred Experience: Sales experience Special Skill
Excellent verbal, written and interpersonal skills Strong knowledge of non-borrowing products Superior credit, risk management and negotiation skills Excellent analytical and financial analysis skills Capable of making quick, on-the-spot computations with Financial Calculator. Strong customer service orientation Strong marketing and presentation skills Understand macro and micro economic issues as they apply to business Thorough understanding of risks (market, rate, leverage, etc.) as it applies to the lending process Strong knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures Strong knowledge of lending policies and procedures Computer literate in Microsoft Office products and the ability to quickly learn new software/systems Collaborative and highly coachable LICENSES & CERTIFICATIONS CFA-Charted Financial Analysis Preferred Other Duties and Responsibilities Performs other duties as assigned. Job Requirements Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp. Regular attendance is required. Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.). Represent the organization in a professional and positive manner. Maintain credit exception approval percentages within corporate approved guidelines
Title:Portfolio Manager II - Corporate Banking
Corporate Banking Portfolio Manager I
Description The Portfolio Manager (PM) role will provide primary client management support for an assigned portfolio of middle market and corporate banking loans and may assist in directing less experienced portfolio managers and/or credit analysts. The PM works closely with the Relationship Manager in all aspects of servicing customers and converting prospects and typically accompanies the Relationship Manager when servicing clients.
PMs will need to interact with customers independently to address non-routine client servicing matters in addition to risk related items. Candidates must have excellent computer, excel modeling, and powerpoint skills. The position will require constant interaction with business line managers, product partners, credit risk management, and colleagues throughout Citizens Bank.
Responsibilities with respect to ongoing portfolio management/monitoring include preparation and presentation of periodic portfolio review documents, maintaining the integrity of portfolio risk ratings, and tracking and verifying covenant compliance. The candidate will regularly present portfolio credits to senior management for both the initial approval thereof and at ongoing portfolio reviews. Portfolio Managers will be directly involved in establishing underwriting due diligence, identifying key transaction risks and mitigating factors, and documenting the loan documents following credit approval.
Must have strong credit acumen, business writing skills, written and verbal communication skills, experience managing client interaction, due diligence, understanding of bank regulation and compliance, ability to work with internal/external clients and a high level of initiative and capability to work independently on financings and other responsibilities.
Bachelor’s Degree in Business, Finance, Accounting, Economics, or equivalent work experience + 5+ years experience in portfolio management and underwriting in corporate lending at a relevant financial institution, commercial or investment bank + Successful completion of a formal credit training program and knowledge of marketplace is a plus + Advanced analytical, loan structuring, underwriting, documentation, credit, presentation, and organization skills.
Strong PC Proficiency and Microsoft Office applications
Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday
Why Work with Us At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity & Affirmative Action Employer Disabled/Veteran Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.
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