Title Portfolio Manager – Middle Market
Salary $120k +/- & bonus
Location shannon@castlestream.com
Job Information

This Loan Production Office has been so successful, and it has grown so much that it needs to add an additional PM to their team.  This is a great opportunity to get in on the ground floor of a growing Middle Market lending team.  A team mate describes the greatest thing about working for this bank is that it has a very entrepreneurial culture.  The management wants the teams input and values their opinions.  They want people to grow with the bank.

General Description:

Participates in the underwriting and loan summary preparation and on-going portfolio management related to Credit facilities. Conducts the underwriting and evaluation of loans originated by Commercial Relationship Managers. Reviews completed loan analysis and loan compliance reviews with the credit analyst prior to distribution and evaluates completeness of risk assessment and accuracy of the underwriting details and projections. This position is typically assigned loans of high credit levels and complexity.

Minimum Qualifications/Experience:

  • 3-10 years’ experience as a portfolio manager or comparable experience with clients of revenues from $20m to $500mm.
  • Knowledgeable of business development/marketing, and the loan application process which include accepting applications, gathering any necessary information and processing any applicable documentation in order to successfully package a loan application.
  • Experience in handling and processing commercial loan packages.

Formal Education & Certification:  Bachelors Degree in Accounting, Business, Finance or Economics.

If you have an interest in learning more, please email or call Shannon Encinger at shannon@castlestream.com or 704.912.5094.

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