Overview
Role Overview:
The Portfolio Manager is a vital member of the deal team, responsible for managing asset-based and cash flow lending portfolios to generate profitable client relationships. Key duties include collaborating with Relationship Managers to understand client needs and identify cross-sell opportunities, screening and evaluating credit risks, preparing credit memos, and leading credit analysis, underwriting, and portfolio management activities in partnership with Credit Analysts. The role involves overseeing legal documentation, ensuring timely engagement of stakeholders, maintaining high credit quality and servicing standards, and mentoring junior team members.
Qualifications:
Bachelor's Degree with 6-8 years of relevant experience.
Strong ability to manage multiple workstreams with attention to detail.
Deep portfolio knowledge, effective communication, and relationship-building skills.
Commitment to quality, results orientation, and a teachable spirit.
Willingness to travel occasionally for client meetings and industry events.
The role requires a proactive, analytical, and client-focused professional capable of maintaining high standards in portfolio management and credit analysis, with mentoring skills to develop team members.