Senior Associate/Assistant Vice President, Portfolio Management, Healthcare Lending
Forbright Bank Senior Associate/Assistant Vice President, Portfolio Management, Healthcare Lending
Description
DUTIES AND RESPONSIBILITIES:
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Monitor operating performance, financial condition, and credit risk for assigned borrowers/client relationships to proactively identify issues and resolve problems in a timely and effective manner
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Ensure that required borrower reporting is received on a timely basis
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Perform and/or review, on a timely basis, financial analysis on reporting provided by borrowers, tracking trends, key performance indicators, and developments which may impact loan performance
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Effectively communicate identified credit risks and recommended actions to senior management
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Research, propose, and prepare modification approval write-ups, working closely with the client as well as legal counsel and manager
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Actively manage upcoming loan maturities, past dues, and credit quality
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Complete and/or actively oversee risk ratings, criticized asset management memos, and review processes for assigned borrowers
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Manage Bank resources effectively, including supporting departments such as loan servicing and deposit operations as well as Healthcare Team’s analyst pool assigned specifically to loans
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Mentor and manage (indirectly) analyst resources
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Ensure timely completion of analyst work, including communication work related to borrower file management within the Bank’s multiple systems for tracking, reporting, and communication
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Actively participate in bi-weekly Portfolio Management department meetings and ensure analysts assigned to credits are appropriately prepared to contribute during meetings, as needed
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Attend bi-weekly Pipeline meetings and collaborate with the Origination/Underwriting Team to transition new loans from Closing to Portfolio Management
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Analyze and approve borrowing bases of asset-based revolvers in the loan portfolio
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Ensure loan documentation and credit files are maintained in a timely fashion in accordance with the Bank's procedures and banking guidelines
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Stay informed of state and federal healthcare current events and changes to healthcare policies
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Participate in the build out a scalable portfolio monitoring infrastructure
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Perform other duties as assigned
QUALIFICATIONS:
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Bachelor's Degree required
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Minimum of 4 – 6+ years of lending or portfolio management experience with a bank or commercial finance company required, dependent on title level
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Formal credit training required
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A strong understanding of accounting and finance matters
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Solid grasp on loan and legal documentation
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Outstanding quantitative and qualitative analytical skills
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Exceptional attitude and commitment to teamwork
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Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)
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Excellent verbal, written, and interpersonal communication skills
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Strong organizational skills and attention to detail
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Outstanding problem-solving and time management skills
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Self-motivated, self-directed, and results-oriented
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Adaptable and able to multitask in a fast-paced environment
- Can work independently and within a team; solution-oriented with a collaborative approach
Skills
As published by lever · 4 questions
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL
Short answers (2)
- What is your desired base salary or range?
- What is your preferred name? optional
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- Are you legally authorized to work in the United States?
- Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)? optional