What are the responsibilities and job description for the Credit Delivery Senior Portfolio Manager position at AccruePartners?
THE TEAM YOU WILL BE JOINING :
Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation
Recognized by Fortune as one of the world`s most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience.
Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes
Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA
WHAT THEY OFFER YOU :
Highly visible opportunity as it supports organization tax policy
Results driven organization that values accountability and continuous improvement
Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes
Excellent Company Benefits to include medical, dental, 401k and generous PTO policy
WHY THIS ROLE IS IMPORTANT :
Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approver
Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM
Analyze financial statements / projections and documents client performance, along with identified risk and risk mitigants of most complex credits
Provides oversight of credit relationship / project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends
Accountable for and manages assigned portfolio by monitoring performance and trends.
Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects
Facilitate strong communication and collaboration across servicing and functional teams internally to maintain executional excellence
Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead
THE BACKGROUND THAT FITS :
Bachelor`s Degree in Accounting, Finance, or Business related area
Excellent verbal and written communication skills along with strong analytical and problem-solving abilities
Strong understanding and knowledge of credit principles
Ability to handle multiple priorities under time constraints
Demonstrated success working in a collaborative team environment
Demonstrated proficiency in basic computer applications such as Microsoft Office products
Keep a pulse on the job market with advanced job matching technology.
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