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Portfolio Manager

Portfolio Manager

VirtualVocationsAppleton, Wisconsin, United States
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A company is looking for a Portfolio Manager - BBLC.

Key Responsibilities

Assist in portfolio management activities for loans over $500,000

Analyze financial statements and perform credit underwriting for renewals and modifications

Monitor the portfolio by tracking loan exceptions and managing early warning signs

Required Qualifications

Bachelor's Degree in Business, Accounting, Finance, or related area with relevant coursework

1+ year of Business Loan experience and 1+ year of credit analysis experience

Demonstrated credit decision-making and financial analytical skills

Proficiency in Excel and Word for creating credit memos

Ability to work independently

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Portfolio Manager • Appleton, Wisconsin, United States

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