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Portfolio Manager

Portfolio Manager

Job ID 
2017-4523
# of Openings 
1
Job Locations 
US-PA-Wyomissing
Posted Date 
9/5/2017
Category 
Banking

More information about this job

Overview

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our Vision, Mission, and Values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our Team Members are on their way to achieve their highest potential and be successful in their personal and professional lives.

 

Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!) and the #1 Pennsylvania-chartered bank on the list, has an exciting opportunity for a Portfolio Manager-Multi Family Lending. This person will be responsible for managing risk ratings and verifying loan covenants within the multi-family and investment CRE portfolio through the bank’s six step annual review process. Steps included in the process are requesting financial documentation, inspecting the properties, performing the annual review, receiving formal approval, processing the approval and tracking the portfolio. The position is very fast paced, so it is a necessity to be able to multi-task and prioritize responsibilities.

Responsibilities

Key Skills:

  • Time Management
  • Task prioritizing
  • Multi-tasking
  • Attention to detail
  • Presentation skills

 

 

 

Qualifications

Must-Haves:

  • Four year bachelor’s degree in Accounting, Finance or Business Administration with a concentration of either accounting or finance
  • Minimum of 5 years’ experience in CRE underwriting or CRE portfolio management
  • Thorough understanding of the Investment Commercial Real Estate & Multi-Family market
  • Ability to manage time and complete assigned annual reviews in a timely manor
  • Detail oriented personality

Technology Strengths:

  • Proficiency in Microsoft Office (Excel, Outlook, Word and Power-Point).
  • Ability to adapt to the bank's databases in order to research loans and financial documentation.

 

 

Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.

 

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