Portfolio Manager - Technology and Life Sciences - Israel

Portfolio Manager

Under general or minimal supervision, and in conjunction with RMs, manages the moderately complex aspects of a portfolio of existing customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a basic understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. Coordinates with key internal partners to support servicing of existing customer base.

Position Responsibilities

Portfolio and Risk Management

• Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing credit customers.
• Formulates an opinion of whether such relationships continue to be an acceptable risk.
• Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority.
• Develops and maintains direct relationships with customers including a calling / contact effort with target of minimum in person contact of 2x per year.
• Provide oversight and guidance to credit support in underwriting for renewals and reviews.

Provide qualitative input for RECAP creation.

Profitability

Additional Duties

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