Portfolio Manager

Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY’s credit policies and understanding of desired risk profileProactively monitor the portfolio for indicators of stress/risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc.Keep RMs informed of any issues with credit or portfolio riskIdentify and inform RM of cross-sell, referral and credit expansion opportunitiesEnsure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio managementSupport RMs in providing top client service in-line with the bank’s expected high standardsRemain well informed on all client matters to minimize riskComplete the annual review of creditsRemain fully compliant on all client mattersAchieve all individual goals and contribute to all team goalsDevelop positive working relationships with all segments and individual bank partnersComplete all required training timelyConduct oneself as a true brand ambassador for the bank #LI-Hybrid