Financial Planning and Analysis

• Underwrite credit exposure for large, complex customer relationships and circumstances
• Day-to-day interaction with assigned Sales Reps; manage portfolio risk and adhere to regulatory and compliance guidelines
• Early identification of emerging credit problems and industry trends
• Service, deepen, and retain assigned profitable customer relationships by evaluating and mitigating associated business risks and opportunities
• Own primary responsibility for the credit and monitoring of Commercial portfolio risks; responsible for underwriting quality, portfolio administration, and credit quality
• Underwrite complex and large credit requests for prospects and clients
• Analyze company performance and the impact of industry, competitive dynamics, and macroeconomic events on creditworthiness
• Provide independent, in-depth analysis of financial statements, projections, and business plans; identify and mitigate key risks
• Manage assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation
• Responsible for financial statement spreading, risk rating integrity, compliance, and regulatory review
• Maintain extensive knowledge of corporate, investment, and commercial banking solutions, market trends, and business drivers
• Understand and articulate industry trends and proactively share information across the organization
• Mentor Credit Analysts and junior-level Portfolio Managers
• Perform other duties as assigned

Senior Commercial Portfolio Manager – Technology Finance

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Director of Finance – Administration

Commercial Finance Manager

Senior Financial Analyst

FP&A Manager