Newark – Commercial Portfolio Manager – C&I & CRE (106987)

Tim has been a Portfolio Manager for 25 years and enjoys all elements of commercial lending and portfolio management.

He is seeking an opportunity with a Newark area bank.

Tim’s career skills as a Portfolio Manager include:

  • Certified Credit Officer Diversified Portfolio Manager
  • Responsible for asset management for a $115MM portfolio
  • Managed financial services for companies with revenues up to $35MM
  • Portfolio Manager and risk advisor for C&I and investment and owner occupied commercial real estateproperties; review loan portfolio for policy and regulatory requirements; identify and track exceptions
  • Develop and underwrite commercial real estate loans for investment and owner-occupied properties up to $20MM
  • Consistently increase portfolio wallet share by cross-selling Treasury Services and wealth
  • Maintain 100% compliance with annual reviews of loan portfolio
  • Built product awareness for in-market cross selling by leveraging knowledge of Credit, Treasury Service, Foreign Exchange, Trade Finance and Interest Rate Swaps
  • Developed, executed and presented creative solutions for maintaining and organically growing existing accounts via needs assessment and industry insight and knowledge
  • Responsible for portfolio management, underwriting and credit monitoring; ensured risk management was in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines
  • Demonstrated full knowledge and coverage of clients from an Anti-Money Laundering (AML) and reputational risk perspective with a focus on the client business, management team, strategy, product usage

Tim is asking for a base salary minimum of $88K.

Adam is open to a Portfolio Manager role as well.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.

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