Talent.com
Analyst or Associate, Portfolio Management, Lender Finance

Analyst or Associate, Portfolio Management, Lender Finance

Forbright BankChevy Chase, Maryland, United States, 20815
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Analyst or Associate, Portfolio Management, Lender Finance

COMPANY DESCRIPTION : Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries.

COMPANY CULTURE : We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.

COMPANY MISSION : We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbrights capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future.

JOB SUMMARY : This Analyst / Associate, Lender Finance is part of the team leading and managing credit risk for the Lender Finance portfolio at Forbright Bank. The Associate monitors loan performance, identifies potential issues, and minimizes the risk of loss for the Bank, with oversight from the Portfolio Management Directors.

DUTIES AND RESPONSIBILITIES :

  • Monitor operating performance, financial condition, and credit risk for assigned borrowers to proactively identify issues and resolve problems in a timely and effective manner
  • Act as a primary daily point of contact with assigned borrowers to ensure compliance with loan agreements and the borrower is performing at an acceptable level; Oversee the daily needs of the borrowers to ensure borrower funding requests and other borrower requests are fulfilled
  • Analyze borrowing bases on revolvers and draw requests on real estate loans
  • Create, prepare, and update loan tracking information reports to be shared with and analyzed by the Specialty Lending and executive team of the Bank
  • Effectively communicate identified credit risks and recommended actions to the Specialty Lending managing directors and Portfolio directors
  • Ensure that required borrower reporting is received on a timely basis
  • Perform financial analysis on reporting provided by borrowers, tracking the trends and developments which may impact loan performance
  • Complete the risk rating, criticized asset management, and review processes for assigned borrowers, with oversight from the Portfolio Management directors
  • Complete special projects and other duties on an as needed basis
  • Perform other duties as assigned

QUALIFICATIONS :

  • Bachelors Degree from a 4-year accredited institution required
  • Minimum of 1-3 years of lending, credit risk management, or portfolio management experience with a commercial finance company or bank required
  • Acute attention to detail with the ability to think critically and independently
  • Comfortable with quickly raising potential, material issues and negative trends to the Specialty Lending management team as soon as identified
  • Willingness to learn how to read and interpret loan and legal documentation
  • Well-developed organizational skills, including the ability to multi-task and prioritize work, with priorities changing throughout the week
  • Exceptional attitude and commitment to teamwork
  • Strong quantitative and qualitative analytical skills, with a willingness to learn new analysis techniques and methods
  • Excellent written and verbal communication and interpersonal skills, including casually socializing with others on customary video / phone calls
  • A foundational understanding of accounting and finance matters with a willingness to learn additional topics relevant to Specialty Finance
  • High proficiency with Excel and other Microsoft Office products
  • Travel is intermittent and transaction dependent; Willingness to travel for portfolio meetings as needed is required but is expected to be relatively infrequent
  • The pay range for this position is below. The specific rate will depend on the successful candidates qualifications and prior experience. $70,000 (entry level qualifications) to $90,000 (highly experienced).

    POSITION REQUIREMENTS : We are committed to creating an inclusive workplace where all employees are capable of performing their job position. Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions. While performing duties of this job, the employee may be regularly required for extended periods of time to :

    Remain in a stationary position

    Use hands and fingers

    Utilize a computer monitor with visual acuity

    Operate technology or other office machinery such as printers, scanners, etc.

    Communicate clearly verbally and / or in writing with others

    ADDITIONAL DUTIES : For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description.

    PERKS / BENEFITS :

    Comprehensive health, dental, and vision plans

    4 weeks PTO

    401k + company match

    Metro SmartTrip benefits ($50 / mo)

    Remote or hybrid work schedules for most positions

    Incentives for purchasing solar panels, electric vehicles, biking to work, etc.

    Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!

    Best Workplaces for Commuters 2023 & 2024 winner

    The Washington Post Top Workplaces 2023, 2024, and 2025 winner

    American Banker Best Banks to Work For 2023 winner

    It is the policy of Forbright Bank to provide equal employment opportunities to all qualified individuals and to administer all aspects and conditions of pre-employment and employment without regard to protected characteristics.

    Employment with Forbright Bank is at-will, which means that either you or the Company may terminate the relationship at any time.

    By applying, you acknowledge that you have reviewed our CCPA Privacy Notice .

    PI1a033ce76dc5-30511-37378739

    serp_jobs.job_alerts.create_a_job

    Portfolio Analyst • Chevy Chase, Maryland, United States, 20815

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Analyst, Portfolio Management

    Analyst, Portfolio Management

    ProSharesBethesda, MD, US
    serp_jobs.job_card.full_time
    Portfolio Analyst is the first step in the Portfolio Manager (PM) career track at ProShares.The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Solutions Portfolio Leader

    Solutions Portfolio Leader

    Black & VeatchWashington, DC, US
    serp_jobs.job_card.full_time
    Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities.We offer compe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Acquisition Lead

    Portfolio Acquisition Lead

    MMC ConsultingWashington, DC, US
    serp_jobs.job_card.full_time
    MMC Consulting has an exciting new opportunity to support the protection of our nation's borders.Responsibilities include the following : Work closely with Portfolio Assistant Program Managers for B...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    REL Business Portfolio Manager

    REL Business Portfolio Manager

    Apex SystemsFairfax, VA, US
    serp_jobs.job_card.full_time
    REL Business Portfolio Manager.To serve as a strategic partner and value steward for the Real Estate Lending portfolio, ensuring initiatives are aligned with member & team member needs, enterprise ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Portfolio Manager

    Portfolio Manager

    Dominion Financial ServicesBaltimore, MD, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, D...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Fund Analyst (Investments)

    Fund Analyst (Investments)

    Capital Impact PartnersArlington, VA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Momentus Capital branded family of organizations.SEC-registered broker-dealer, MSRB-registered, FINRA / SIPC member) - are transforming how capital and investments flow into communities to provide pe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Analyst, Specialty Underwriting and Portfolio Management - FIG

    Analyst, Specialty Underwriting and Portfolio Management - FIG

    Capital OneFalls Church, VA, US
    serp_jobs.job_card.part_time
    Analyst, Specialty Underwriting and Portfolio Management - FIG.The Financial Institutions Group (FIG) has an opening for an Analyst to join our growing Underwriting and Portfolio Management organiz...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead Portfolio Investment Analyst

    Lead Portfolio Investment Analyst

    T Rowe PriceBaltimore, MD, US
    serp_jobs.job_card.full_time
    Lead Portfolio Investment Analyst.Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Portfolio Analyst

    Senior Portfolio Analyst

    Citizens Financial GroupWashington, DC, US
    serp_jobs.job_card.full_time
    This is the job title and description.The content has been cleaned and formatted to be consistent across the platform.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Analyst or Associate, Portfolio Management, Lender Finance

    Analyst or Associate, Portfolio Management, Lender Finance

    Forbright BankChevy Chase, MD, US
    serp_jobs.job_card.full_time
    Analyst Or Associate, Portfolio Management, Lender Finance.Lender Finance Division Lender Finance : Portfolio Management / Full Time / Hybrid. Company Description : Forbright is a nationwide full-se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Manager or Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Portfolio Manager or Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    TruistWashington, DC, US
    serp_jobs.job_card.full_time
    Wholesale Banking Credit Analyst.Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing por...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Business Portfolio Manager (REL) 15987

    Business Portfolio Manager (REL) 15987

    QED NationalUSA, Virginia, Vienna
    serp_jobs.job_card.full_time
    Business Portfolio Manager (REL).To serve as a strategic partner and value steward for the Real Estate Lending portfolio, ensuring initiatives are aligned with member & team member needs, enterpris...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Analyst / Associate, Portfolio Management, Healthcare Lending

    Senior Analyst / Associate, Portfolio Management, Healthcare Lending

    Forbright BankChevy Chase, MD, US
    serp_jobs.job_card.full_time
    Senior Analyst / Associate, Portfolio Management, Healthcare Lending.Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Intermediate Portfolio Management Support Analyst

    Intermediate Portfolio Management Support Analyst

    Clearance JobsChantilly, VA, US
    serp_jobs.job_card.full_time
    Intermediate Portfolio Management Support.Systems Planning and Analysis, Inc.SPA) delivers high-impact, technical solutions to complex national security issues. With over 50 years of business expert...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationAlexandria, Virginia
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Analyst

    Portfolio Analyst

    Brown AdvisoryWashington, DC, US
    serp_jobs.job_card.full_time
    Brown Advisory's Washington office is seeking a proactive and professional individual to serve as a Portfolio Analyst.Due to the complex nature of clients' investment objectives and related service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead Portfolio Analyst, Fixed Income, Global Multi-Sector Bond Strategy

    Lead Portfolio Analyst, Fixed Income, Global Multi-Sector Bond Strategy

    T Rowe PriceBaltimore, MD, US
    serp_jobs.job_card.full_time
    Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.As a premier global asset management organization with more than 85 years of experience, we p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Portfolio Manager, DoD

    Portfolio Manager, DoD

    UmbraArlington, VA, US
    serp_jobs.job_card.full_time +2
    serp_jobs.filters_job_card.quick_apply
    Umbra is an American space technology company delivering advanced systems, from sensors to spacecraft, that empower customers worldwide with unmatched access to critical information from space.Our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Portfolio Analyst

    Investment Portfolio Analyst

    Air Line Pilots Association, Int'lWest Mclean, VA, US
    serp_jobs.job_card.full_time
    The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 79,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lead Multi-Asset Portfolio Investment Analyst

    Lead Multi-Asset Portfolio Investment Analyst

    T Rowe PriceBaltimore, MD, US
    serp_jobs.job_card.full_time
    Lead Portfolio Investment Analyst.Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30