Portfolio Manager

Assess and review Corporate Syndication and C&I loan portfolios, measurement indexes, and provide inputs in the expertise industry and segment.

Interface with origination and product specialists to review credit strategy and develop proactive plans for all assigned portfolios.

Independently analyze and evaluate the risks in the segment, conduct the risk selection, oversee the risk of individual loans, control the quality of loan approvals, and administer the performance of loan continues.

Assess and minimize risks on more complex Corporate Syndication and C&I loans by following operational standard procedures, identifying suspicious/inconsistent activities, notifying appropriate parties, and taking appropriate actions.

Review loan packages and analyze credit information, making the detailed assessment of an applicants’ creditworthiness.

Measure credit risks, portfolio stress tests, and analyze collaterals as applicable to loan structure and terms.

Analyze financial conditions and operating results of applicants to ensure adequate line limits and usage.

Analyze the performance of Corporate Syndication and C&I loan portfolios, operation of loan productions and maintain the good asset quality in the assigned team.

Drive loan terminations, securing internal/external parties’ understanding, compliance, and completion.

Lead remedial credit management and analyses of structured transactions.

Participate in the Corporate Syndication and C&I associations and networking events to market loan products and solutions the Bank offers.

Identify watch list and /or problem credits and take appropriate action including the seeking of assistance in deteriorating credit situations from the Team Leader or senior management.

Prepare regular reports and make appropriate recommendations.

Assist Team Leader to coach junior Loan Portfolio Officers’ skills of identifying problems and issues, managing risks.

Perform related duties, as required, for the training and development purposes.

Perform all assigned duties under Bank’s compliance programs and related laws & regulations.

Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner.

Perform other duties as assigned.