Portfolio Manager

The Portfolio Manager position involves portfolio management support and customer service for existing accounts, as well as underwriting of new opportunities. This role is responsible for reviewing loan documents, serving basic customer needs for loans and treasury management, financial statement gathering and analysis, day‑to‑day portfolio management, and assisting a senior lender with soliciting new business. The successful candidate will possess a Bachelor's degree and a minimum of 1–4 years of either recent formal credit or underwriting experience. Candidates must possess strong customer service, writing, teamwork, and analytical skills, and must be self‑motivated.

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