Philadelphia – Portfolio Manager / Credit Analyst – C&I & CRE (107527)

Karen has been a Credit Analyst / Portfolio Manager for seven years.

She is seeking an opportunity with a Philadelphia area bank.

Karen’s career skills as a Credit Analyst / Portfolio Manager include:

  • Relationship Manager for a CRE portfolio of approximately $31MM, including construction loans and  C& I loans.
  • Average deal size – C&I; $1MM, CRE; $3 – 5MM
  • Spread financial statements into various software packages
  • Complete complex CRE AND C&I underwriting for new money financing
  • Monitor the completion of monthly renewals and annual reviews, perform underwriting when needed
  • Assist in the tracking of compliance data for five relationship managers on CRE team
  • Prepare quarterly reports for loans in work out for the CRE portfolio
  • Work with CRE team leader and credit manager to prioritize pipeline and adhere to compliance guidelines
  • Manage covenant testing for CRE portfolio
  • Assist with the preparation of term sheets for new money requests
  • Continue to train and assist new employees with underwriting software
  • RMA credit training

Karen is asking for a base salary minimum of $85K.

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