Sr. Business Portfolio Manager

About This Role

Serve as a Sr. Business Portfolio Manager at Campus Federal Credit Union, evaluating credit requests, structuring loans, and ensuring compliance to enhance the lives of members and communities.

Responsibilities

• Analyze requests for business credit and review existing business loans
• Spread and analyze financial statements and test for compliance with loan agreement covenants
• Recommend risk ratings and loan structures based on creditworthiness, collateral sufficiency, and borrowing needs
• Determine the sufficiency of collateral, including ordering and reviewing third-party real estate appraisals and environmental reports
• Perform receivables aging analysis and test for borrowing base compliance
• Maintain business loan files by documenting the receipt of financial information and reviewing files for accuracy
• Assist with processes and procedures related to Business online banking, Business Remote Deposit Capture (Campus Click), and ACH/Merchant Services
• Ensure compliance with internal policies of Campus Federal and regulatory requirements
• Assist with developing and maintaining portfolio reports, including tracking and clearing of business lending policy exceptions

Requirements

• Bachelor’s Degree in area of specialty
• 5+ years of experience in the field or a related field

Qualifications

• Bachelor’s Degree in area of specialty
• Minimum of 5 years of experience in the field or a related field

Benefits