Portfolio Manager C&I Middle Market

Portfolio Manager C&I Middle Market

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

Job Description

• Perform timely financial analysis / underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY's credit policies and understanding of desired risk profile
• Proactively monitor the portfolio for indicators of stress / risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc.
• Keep RMs informed of any issues with credit or portfolio risk
• Identify and inform RM of cross-sell, referral and credit expansion opportunities
• Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio management
• Support RMs in providing top client service in-line with the bank's expected high standards
• Remain well informed on all client matters to minimize risk
• Complete the annual review of credits
• Remain fully compliant on all client matters
• Achieve all individual goals and contribute to all team goals
• Develop positive working relationships with all segments and individual bank partners
• Complete all required training timely
• Conduct oneself as a true brand ambassador for the bank

Qualifications

Please note that this role requires on-site presence, while the Bank has a hybrid schedule of 3 days in the office / 2 days remote it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4 / 5 days in the office.