North Carolina Licensed Portfolio Manager

Job Summary

A company is looking for a VP, Sr. Portfolio Manager.

Key Responsibilities

• Manage and service lending relationships on assigned accounts, ensuring documentation and credit grading accuracy
• Maintain ongoing communication with loan clients, conducting annual needs assessments to enhance client satisfaction and retention
• Monitor loan payment statuses and develop strategies for collections and loan workouts as necessary

Required Qualifications

• Bachelor's Degree and 6 years of experience in Portfolio Management, Credit Analysis, Underwriting, or Risk Management, OR
• High School Diploma or GED and 10 years of experience in Portfolio Management, Credit Analysis, Underwriting, or Risk Management
• Preferred Bachelor's Degree in relevant fields such as Portfolio & Asset Management or Commercial Finance
• Completion of a formal credit training program is preferred