Position title
Business Loan Portfolio Manager

Job Summary
Our client is looking for a Business Loan Portfolio Manager. This is an excellent opportunity to join a growing team. The Business Loan Portfolio Manager manages all aspects of the Credit Union’s commercial and business loan portfolio including on-going credit analysis, relationship and risk management, reporting, statistical performance and analysis, asset quality and annual reviews. Assists executive management in establishing business lending policies, and procedures.

  • Provide credit analysis support for new and existing business loans.
  • Manage loan portfolio to ensure prudent risk management oversight, review and reporting.
  • Assists business members and staff with problems or questions regarding services, policies, and procedures.
  • Works with Collections to minimize loan losses.
  • Ensures compliance with federal and state regulations as well as Credit Union Policies.
  • Prepares portfolio reporting and monitoring detail to executive management and Credit Union Board of Directors.
  • Issues updated credit memos, risk ratings and annual reviews.
  • Interacts with third party relationships utilized in support of commercial credit initiatives.
  • Serves as critical point of contact and relationship manager for small business members.
  • Assumes other duties as assigned or directed.
  • Expert knowledge of small business lending and credit analysis and processes.
  • High quality written/oral communication skills.
  • Ability to handle multiple priorities.
  • Strong interpersonal skills with the ability to address a diverse client base.
  • High proficiency in MS Office Products and PC usage.
  • Strong statistical aptitude.
  • Minimum 3-5 years relevant experience.
  • Minimum Bachelor’s degree (BA/BS).
  • Entrepreneurial perspective, analytical and problem-solving skills.
Employment Type
Full time
Job Location
Delaware County, PA
Date posted
August 18, 2020
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Position: Business Loan Portfolio Manager

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