John Marshall Bank
Portfolio Manager
at
John Marshall Bank
John Marshall Bank has an immediate opening for a Portfolio Manager in our Alexandria office to be responsible for supporting the Commercial Lending team by providing front‑end loan analysis, portfolio management, loan review, and credit underwriting. The Portfolio Manager will have an opportunity to participate in sales calls and learn the fundamentals of loan structuring, deal negotiation, and play an active role in navigating through the credit lifecycle. This person will also be responsible for providing assistance to and directly interacting with our customers on a regular basis.
In This Role You Will
Identify credit and non-credit sales opportunities for the Bank and refer to the appropriate individual.
Provide direct support to lending officers.
Coordinate with Credit Administration to ensure proper documentation, loan closing and file preparation.
Coordinate with the Credit Department to maximize their use for underwriting and compliance review.
Coordinate underwriting and due diligence review of new loans.
Handle ongoing customer service issues. Monitor transactions with responsibility for following up with customers for financial statements and other information as requested.
Safeguard the quality of the Bank’s loan portfolio by aggressively managing the level of exceptions and delinquencies. Assist with compiling portfolio reports for management. Monitor loan review process for each loan portfolio for compliance with financial reporting and covenants.
Prepare summary, present facts and offer opinions concerning creditworthiness to lenders and/or committees.
Determine the need for more thorough investigation or additional information and contacts appropriate sources for such information
Review all pertinent credit and financial information, including information from reporting services, credit bureaus, banks and bank files
Be responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act.
Perform other duties and/or special projects of a similar level of complexity as assigned.
Requirements
3 years of experience within a financial organization
Skilled at Credit Underwriting & Risk Management
Working Knowledge of accounting, financial statements and banking
Proficient with Microsoft Suite, especially Excel
Ability to motivate or influence internal and external senior level professionals and stakeholders
Professional level verbal and written communication skills
Must be extremely organized, accurate and demonstrate the ability to carry out responsibilities
Attention to detail
Critical problem-solving skills
Proven customer service skills
Results focused
Benefits
Medical
Dental
401K Retirement Plan w/ an Employer Match (4% match on 5% contributions – this is highly competitive compared to other organizations)
Vision
Employee Assistance Program
Flexible Spending
Transit Reimbursement
Long Term Care
Paid Time Off
Life and Disability Coverage
At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.
John Marshall Bank is an Equal Opportunity Employer.
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at
John Marshall Bank
John Marshall Bank has an immediate opening for a Portfolio Manager in our Alexandria office to be responsible for supporting the Commercial Lending team by providing front‑end loan analysis, portfolio management, loan review, and credit underwriting. The Portfolio Manager will have an opportunity to participate in sales calls and learn the fundamentals of loan structuring, deal negotiation, and play an active role in navigating through the credit lifecycle. This person will also be responsible for providing assistance to and directly interacting with our customers on a regular basis.
In This Role You Will
Identify credit and non-credit sales opportunities for the Bank and refer to the appropriate individual.
Provide direct support to lending officers.
Coordinate with Credit Administration to ensure proper documentation, loan closing and file preparation.
Coordinate with the Credit Department to maximize their use for underwriting and compliance review.
Coordinate underwriting and due diligence review of new loans.
Handle ongoing customer service issues. Monitor transactions with responsibility for following up with customers for financial statements and other information as requested.
Safeguard the quality of the Bank’s loan portfolio by aggressively managing the level of exceptions and delinquencies. Assist with compiling portfolio reports for management. Monitor loan review process for each loan portfolio for compliance with financial reporting and covenants.
Prepare summary, present facts and offer opinions concerning creditworthiness to lenders and/or committees.
Determine the need for more thorough investigation or additional information and contacts appropriate sources for such information
Review all pertinent credit and financial information, including information from reporting services, credit bureaus, banks and bank files
Be responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act.
Perform other duties and/or special projects of a similar level of complexity as assigned.
Requirements
3 years of experience within a financial organization
Skilled at Credit Underwriting & Risk Management
Working Knowledge of accounting, financial statements and banking
Proficient with Microsoft Suite, especially Excel
Ability to motivate or influence internal and external senior level professionals and stakeholders
Professional level verbal and written communication skills
Must be extremely organized, accurate and demonstrate the ability to carry out responsibilities
Attention to detail
Critical problem-solving skills
Proven customer service skills
Results focused
Benefits
Medical
Dental
401K Retirement Plan w/ an Employer Match (4% match on 5% contributions – this is highly competitive compared to other organizations)
Vision
Employee Assistance Program
Flexible Spending
Transit Reimbursement
Long Term Care
Paid Time Off
Life and Disability Coverage
At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.
John Marshall Bank is an Equal Opportunity Employer.
#J-18808-Ljbffr