Portfolio Manager, Community Finance
The Portfolio Manager, independently and under the direction of management or designee, is responsible for managing a portfolio of construction loans and low income housing tax credit proprietary investments originated by the Community Finance group. Additional scope of responsibilities includes performing due diligence while monitoring construction and lease-up progress and gathering information necessary to inform our credit partners about potential risks and mitigants. It is expected that, working with your Team Lead, you will make sound credit recommendations grounded by data and take primary responsibility for managing the deal. While serving in this role, it is expected that the incumbent will gain experience in all facets of departmental operations.
Responsibilities:
Understand and employ all lending, investing, and regulatory/compliance policies and procedures of the bank and the department.
Partner with production and underwriting staff, loan administration, outside counsel and deal constituents pre-closing to verify and understand the timing, structure and transaction terms. Production staff will facilitate an introduction to the client and deal partners, to ensure the successful transfer of the transaction to your portfolio.
Communicate information
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