Nonprofit Finance Fund

Portfolio Management Manager

Nonprofit Finance Fund

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $99,500 - $110,600 per year

About the role

  • Oversee the performance of assigned loan portfolios and asset classes
  • Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators
  • Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio
  • Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns
  • Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults
  • Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions
  • Serve as the primary post-closing relationship manager for NFF borrowers
  • Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues
  • Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations
  • Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution
  • Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda
  • Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies
  • Attend internal and external meetings as needed
  • As work and community/client needs change assignments, projects, and job duties will be assigned and may change

Requirements

  • Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields
  • Formal Commercial Credit training from a recognized bank or institution
  • A Bachelor’s degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending
  • Proficient in creating and communicating credit, investment, or real estate analysis – formal writing and oral presentation to various stakeholders
  • Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points
  • Advanced knowledge of Excel with the ability to perform financial analysis and modeling
  • Proficient experience in analyzing complex financial statements and tax returns
  • Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc.
  • Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents
  • Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management
  • Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications
  • All other equivalent combinations of work experience and training/education will also be considered.
Benefits
  • up to twenty (20) paid holidays/business closure days
  • three (3) floating holidays
  • unlimited flexible time off
  • group medical insurance with a funded health reimbursement account
  • dental and vision plans
  • life insurance and disability plans
  • a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%)
  • a "work from home" fund
  • flexible spending accounts to cover health, dependent care, and commuter costs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisportfolio managementasset managementcredit analysisfinancial modelingloan documentationcovenant compliancerisk analysisreal estate analysisfinancial statement analysis
Soft Skills
customer servicecommunicationorganizational skillsproblem-solvingpresentation skillsanalytical thinkingrelationship managementattention to detailsynthesis of informationlogical argumentation
Certifications
Commercial Credit training