Portfolio Manager
Company: Univest Financial Corporation
Location: Allentown
Posted on: May 24, 2023
|
|
Job Description:
Overview:Univest Financial Corporation (UVSP), has approximately
$7.2 billion in assets and $4.2 billion in assets under management
(as of December 2022). Headquartered in Souderton, Pa. and founded
in 1876, the Corporation and its subsidiaries provide a full-range
of financial solutions for individuals, businesses, municipalities
and nonprofit organizations in the Mid-Atlantic Region. In 2022,
Univest donated $2.5 million to our communities, and our employees
volunteered more than 12,300 hours.At Univest we invest in the
success of our employees and customers. We offer our employees the
ability to be their authentic selves, while fostering a culture and
an environment that inspires change and inclusivity. Seeking
career-focused individuals, looking to bring passion and creativity
to drive change. Our employees are encouraged to work
collaboratively and embrace innovation to deploy needs based
financial solutions in the communities we serve.We're hiring a
Portfolio Manager to join our C&I Commercial Lending Team in
Allentown.Responsibilities:New Loan & Loan Renewal Support:---
Communicate with RMs and customers in order to gather financial
information to support loan request--- Collaborate with RM,
Customer, AA, and Credit Support in order to facilitate loan
proposals/approvals. (LPS, appraisals & environmental reports,
searches, credit reports, memos, underwriting packets, etc.)---
Collaborate with RM, Customer, AA, and Loan Servicing
Department/Bank Counsel for loan settlement (Boarding sheets,
documentation review, customer follow up, etc.)--- Review and final
approval of loan coding--- Post loan closing customer follow up (If
necessary) Commercial Loan Support:--- Establish operational
relationship with designated clients to handle routine daily
operational issues and client requests.--- Monitor and review
exceptions (Credit & collateral), maturing loans, ABLs, credit
rating maturities, and delinquencies. Work with RM and customer to
resolve--- Review customer risk profile and covenant compliance
through the collection of financial data and searches.--- Portfolio
audit preparation, support, and responses for internal and external
auditors--- Special projects and additional duties as required.
Responsible for compliance with laws and regulations that apply to
this position including Univest Code of Conduct Perform additional
duties as required.Qualifications:Customer-focused individual with
strong knowledge of credit, banking, financial analysis, and
internal credit processes.3-5 years Credit Analyst or equivalent
experience.Ability to manage risk within Portfolio, including loan
grading and loan pricing.Ability to handle problems/exceptions in
an independent manner.Strong knowledge of commercial lending
practices, compliance issues, and underwriting skills.Strong
interpersonal, written, and oral communication skills.Bachelor's
degree in Finance or equivalent experience in related area
desired.Trained Financial Analyst preferredMicrosoft Office
ProficientClick here for Benefit Information
An Equal Opportunity Employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, or protected veteran status and will not be discriminated
against on the basis of disability.
Keywords: Univest Financial Corporation, Allentown , Portfolio Manager, Executive , Allentown, Pennsylvania
Click
here to apply!
|