Syndication Portfolio Manager
Banner Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Idaho, Oregon, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $88,657 - $116,819 per year
Job Level
Mid-LevelSenior
About the role
- Directs day-to-day monitoring of the syndicated loan portfolio, including financial performance, covenant compliance, liquidity trends and borrower credit outlook.
- Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting.
- Assist with the loan trade settlement and portfolio administration, ensuring accurate reconciliation of positions, allocation notices and agent bank reporting.
- Collaborate with credit underwriters and relationship managers to support ongoing credit monitoring, amendment/waiver requests and analysis of borrower performance trends.
- Prepare internal credit monitoring reports and annual reviews providing clear assessment of borrower credit quality, sponsor strength, leverage metrics and industry risks.
- Evaluate amendments, waivers and borrower requests summarizing financial impacts and provide recommendations to the Chief Credit Officer or designated committees.
- Ensure compliance with internal credit policies, regulatory expectations and loan agreements, including documentation accuracy, reporting deadlines and covenant requirements.
Requirements
- Bachelor’s degree in business, Accounting, Finance, Data Analytics or other related field Required (an equivalent combination of education and experience may be considered)
- 4 or more years of commercial lending experience Required
- Ability to work with underwriting and others on a collaborative basis, pulling together borrower performance and credit market dynamics.
- Strong knowledge of commercial lending regulations and leveraged lending guidance, including documentation standards, covenants and regulatory review expectations.
- Advanced analytical skills, including financial modeling, covenant analytics, sensitivity testing and identification of early warning indicators in borrower performance.
- Advanced Excel, Power Point and Word skills with the ability to prepare committee ready materials, portfolio level reporting and bank wide credit risk summaries.
- Excellent verbal and written communication skills with an ability to build strong partnerships across the organization and capable of translating technical findings into clear recommendations for management and cross functional teams.
Benefits
- Targeted starting salary range (based on experience): $88,657 – $116,819
- Incentive and commission compensation may be awarded for eligible roles
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
- Get more information at: Employee Benefits | Banner Bank
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingcovenant analyticssensitivity testingcredit monitoringloan trade settlementportfolio administrationborrower performance analysisdocumentation standardsregulatory reviewcommercial lending regulations
Soft skills
collaborationanalytical skillscommunication skillspartnership buildingrecommendation formulationreporting accuracyproblem-solvingattention to detailorganizational skillsinterpersonal skills