
Description
Citizen’s Corporate Banking team serves public and private corporations, with annual revenues from $500MM - $3-4B, and helps our clients achieve short, medium, and long term strategic goals by providing world class solutions in financing, treasury / liquidity, risk management and investment banking advisory.
The
Portfolio Manager II
is responsible for credit and risk administration of an assigned portfolio of accounts in our Corporate Banking Team.
Primary responsibilities include:
Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same
Ideal candidate would have experience in the underwiring of transactions as a lead-left agent
Quality analysis and risk identification
Ability to proactively recommend structures and implement action plans
Strong technical capabilities to maintain accurate risk ratings
Maintenance of financial reporting and covenant compliance tracking database
Ability to independently prepare and present new transactions for approval and existing portfolio transactions at periodic portfolio review meetings
Versed in legal documentation and ability to negotiate and close loans
Regular client interaction to support and complement Relationship Manager both for new credit and ongoing servicing and problem resolution
This is a senior position and as such individual must have demonstrated ability to manage complex credits and situations, willingness to support less experienced Portfolio Managers and Analysts, and partake in special projects as needed
Qualifications Required Skills/Experience:
10+ years relevant Corporate Banking experience required
Competency in financial analysis and credit structuring
Understanding and applying credit policy, and credit monitoring and risk administration practices
Expected to have advanced level of credit experience, including legal documentation, and negotiating credit structures both internally and externally
Excellent verbal, communication, interpersonal and organizational skills required
Ability to multi-task and function under pressure
Proficient in PC applications, including excel based projection modeling
Education, Certification, and/or Other Professional Credentials
Bachelor’s Degree required
Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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The
Portfolio Manager II
is responsible for credit and risk administration of an assigned portfolio of accounts in our Corporate Banking Team.
Primary responsibilities include:
Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same
Ideal candidate would have experience in the underwiring of transactions as a lead-left agent
Quality analysis and risk identification
Ability to proactively recommend structures and implement action plans
Strong technical capabilities to maintain accurate risk ratings
Maintenance of financial reporting and covenant compliance tracking database
Ability to independently prepare and present new transactions for approval and existing portfolio transactions at periodic portfolio review meetings
Versed in legal documentation and ability to negotiate and close loans
Regular client interaction to support and complement Relationship Manager both for new credit and ongoing servicing and problem resolution
This is a senior position and as such individual must have demonstrated ability to manage complex credits and situations, willingness to support less experienced Portfolio Managers and Analysts, and partake in special projects as needed
Qualifications Required Skills/Experience:
10+ years relevant Corporate Banking experience required
Competency in financial analysis and credit structuring
Understanding and applying credit policy, and credit monitoring and risk administration practices
Expected to have advanced level of credit experience, including legal documentation, and negotiating credit structures both internally and externally
Excellent verbal, communication, interpersonal and organizational skills required
Ability to multi-task and function under pressure
Proficient in PC applications, including excel based projection modeling
Education, Certification, and/or Other Professional Credentials
Bachelor’s Degree required
Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
#J-18808-Ljbffr