Indianapolis – Portfolio Manager – Middle Market (107866)

Jamie has been a Portfolio Manager for 15 years with a total of 20+ years of related banking experience.

She is seeking an opportunity with an Indianapolis area bank.

Jamie’s career skills as a Portfolio Manager include:

  • Currently manages $171MM middle market portfolio revenues of $6MM to $200MM
  • Analyzes individual company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of clients and prospects
  • Expands client relationships by applying knowledge of credit policy, pricing, and structure to develop solutions that meet the client’s needs and the Bank’s risk acceptance criteria
  • Provides an independent, in-depth analysis of financial statementsprojections, and business plans; identifies and mitigates key risks
  • Determines the appropriate risk rating for a company, proactively identifying risk rating changes
  • Recommends and models appropriate loan structures and completes profitability models
  • Analyzes enterprise value through comparable analysis and discounted cash flow analysis
  • Performs additional analysis as required by policy for leveraged loans
  • Prepares informative, well thought out and concise credit approval documents for new loans, amendments, and renewals
  • Actively manages financial reporting requirements, covenant requirements, past dues, and documentation exceptions
  • Maintains credit files in good working order; ensures files are complete with all up to date information
  • Completes timely ongoing periodic credit servicing of loans within the portfolio including analyzing historical financial performance, performance vs. projections, covenant compliance, risk rating and any other significant risk drivers
  • Serves in a credit leadership role by actively participating in the training and mentoring of junior teammates to help build a best-in-class credit organization
  • Participates in post-closing inspection as part of a continuous monitoring credit risk management framework and develops action plans for deteriorating credits

Jamie is asking for a base salary minimum of $92K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: