Overview

SUMMARY

The Small Business Portfolio Manager performs daily activities related to the management of a specific portfolio of commercial and small business loans, in order to provide optimum monitoring of the portfolio from various perspectives such as credit, compliance, and collections.

This position will be based in Wayne, PA

Responsibilities:

  • Complete daily review of the loan portfolio
  • Complete requests for financials, extension memos, renewals and prepares waivers as requested, based on results of activity reports generated in the Bank’s portfolio management system
  • Refer lending opportunities as dictated by the Credit Policy to the Department Manager or Commercial Banking Group
  • Render decisions in accordance with Bank policies, procedures and authority matrix
  • Communicate with clients and relationship managers/business development officers as deemed necessary to discuss and resolve items identified by the Bank’s portfolio management system
  • Manages critical early warning actions on a daily and weekly basis and refer situations as dictated by the Credit Policy to be resolved with the assistance of the Department Manager, the Collections Group or Commercial Banking Group
  • Performs post mortem on all charge-offs from the scored portfolio in accordance with established procedures

Requirements:

  • Bachelor’s Degree in Finance or related field, preferred; Continuing education through RMA or similar course study
  • Minimum 7-10 years previous Commercial and Small Business lending experience, including underwriting, collections and direct client contact
  • Experience in the utilization of Commercial Lending software applications, and various banking core systems
  • Strong written and oral communications skills
  • Well organized, with the ability to prioritize daily activities

To apply for this job please visit www.bmtc.com.


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