Univest Corporation of Pennsylvania

  • Portfolio Manager

    Location US-PA-Philadelphia
    Posted Date 3 months ago(1/17/2018 2:29 PM)
    Job ID
    # Positions
    Small Business Banking
  • Overview

    Supports assigned Small Business Banking Group and relationship managers with client and portfolio management


    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.


    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 preferred. Microsoft Office Proficient


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