Credit Portfolio Manager IV – Equipment Finance
Atlantic Union Bank
full-time
Posted on:
Location Type: Remote
Location: Virginia • United States
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Salary
💰 $135,161 - $225,795 per year
About the role
- Responsible for providing independent perspective in underwriting and managing complex Wholesale Banking loans and relationships
- Partner with Relationship Managers, Credit Officers, Credit Portfolio Managers, and Team Leader in delivering credit solutions
- Lead client calls for in-depth financial questions and portfolio management
- Indpendently underwrite new and renewal opportunities
- Perform in-depth analysis of financial statements, management competencies, and competitive dynamics
- Prepare financial projections
- Make recommendations regarding credit amount and policy compliance
- Manage assigned portfolio by monitoring performance and trends
- Prioritize new deal and renewal requirements
- Exhibit willingness to lead special projects
- Adhere to bank operations laws and regulations
Requirements
- Bachelor's degree in Accounting or Finance
- Seven or more years of experience in a commercial lending environment
- Knowledge across business industries including commercial & industrial operating companies, residential real estate developers and builders, service providers, retail operations, commercial real estate developers and investors, religious organizations and government
- Construction loan underwriting and administration skills if supporting commercial real estate line of business
- Excellent written, oral and interpersonal skills, including selling, structuring, negotiating, closing, maintenance, modifications, and problem resolution
- Proficient in Word and Excel
- Ability to work independently as well as within a team environment
- Proven peer mentor with the ability to partner with and train junior CPM teammates in underwriting skills and vital portfolio management tasks.
Benefits
- General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwritingfinancial analysisfinancial projectionscredit solutionsportfolio managementconstruction loan underwritingcommercial lendingpolicy compliancecredit amount recommendationsperformance monitoring
Soft skills
interpersonal skillswritten communicationoral communicationnegotiationproblem resolutionteam collaborationleadershipmentoringproject managementprioritization
Certifications
Bachelor's degree in AccountingBachelor's degree in Finance