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Portfolio Manager - Middle Market

100,000 – 150,000 yearly

NPAworldwide Recruitment Network

Last Updated: 5/25/23

Job Description

Job description:

The PM is expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Assist lender and gather information from borrower in order to properly underwrite credits. Assist with renewals. Monitor and serve as point person to clear/manage loan exceptions. Responsible and accountable for risk by following policies and procedures as defined. Meet with clients and participate in business development calls. Assess prospective client's viability for credit, define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Solicit additional business from current customer base when appropriate to enhance relationships and solve customer issues. Disburses loan funds in compliance with borrowing base parameters, loan agreements and other bank funding approval requirements. Analyze financial statements. Prepare credit write-ups. Monitor the financial performance and covenants of borrowers. Prepare portfolio reports. Prepare industry reports, evaluate the credit merits of prospective customers, and review loan documents.


Bachelor's degree in Business. Previous or current experience as an underwriter, senior credit analyst or portfolio manager. Experience underwriting deals to general operating companies, traditional commercial and industrial or "C&I companies. Experience with participations and syndications highly preferred.

Why is This a Great Opportunity:

Growing bank with upward potential. Recent bank expansion into the middle market segment. Great benefits. High visibility to senior management.

Salary Type : Annual Salary

Salary Min : 100000

Salary Max : 150000

Currency Type : US Dollars

Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...