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ASSOCIATE PORTFOLIO MANAGER image - Rise Careers
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ASSOCIATE PORTFOLIO MANAGER

Job Responsibilities• Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or acquired in the Secondary market.• Assists with the reporting of key corporate banking metrics to internal departments including originations, portfolio balances, and fees, disbursement and payoffs, among others.• Prepares customer portfolio and other miscellaneous reports as needed, i.e., quarterly covenant monitoring reports & quarterly leveraged lending reports. Ensure all reports are completed in a timely manner.• Monitor and provide weekly analysis of Corporate Banking Portfolio including past due, payment processing, and interest rate repricing as needed.• Monitor Company performance of the loan portfolio including financial performance, share price updates (if applicable), headlines, among others.• Acts as liaison between corporate banking and internal support departments and agent banks.• Assist corporate banking team with preparation of client presentations, waivers/amendments, visitation memos/telephone call memos summarizing visit with clients, among others.• Assists/prepares credit reviews. Maintenance on all logs.• Assist during internal and external audits.• Will assist with Corporate Banking team as needed to acquire working knowledge of Credit Analysis.• Resolve customer problems & complaints in accordance with FirstBank Florida excellent service policy.• Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state, and bank requirements.• Monitor bank-wide policies regarding corporate banking & related matters including Leveraged Lending.• Work with closing, risk, servicing, and other departments on inquiries including KYC, tickler report, pending items list, insurance, UCC, among others.• Maintains/updates the corporate banking database: Lender sites, and internal OnBase Credit Files.• Promote cross-selling FirstBank Florida services and products.• Other ad-hoc duties as necessary in order to familiarize with all department areas.Independence of JudgmentIndependence of judgment is according to established internal policies and guidelines.Impact of ErrorsThe impact of errors on this position could affect other departments' operations and have an economic impact on customers and the Bank.Interpersonal CommunicationGood interaction with customers and Bank’s employees.Education, Experience, Skills and Abilities RequiredThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.• Good mathematical and communication skills.• Previous experience in a financial institution.• Good understanding of financial institution branch operational functions, products, and services.• Effective human relations and communication skills.• Ability to use office equipment, such as computer terminal, calculator, copier, and fax machine, as any other related equipment.• Able to sit for long periods of time.• Able to talk and hear.• Could be asked to work more than the customary hours during peak times.Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.A formal training in banking products and/or processing new accounts and at least 3 years of experience in a similar job is required, or an equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.DisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.EQUAL EMPLOYMENT OPPORTUNITY EMPLOYERFirst BanCorp. is a corporation organized under the laws of the Commonwealth of Puerto Rico and the United States of America that offers equal employment opportunities and does not discriminate against any person on the basis of race, color, religious beliefs, gender, age, national origin, physical or mental handicap, Vietnam veteran or disabled veteran. First BanCorp., its subsidiaries, and affiliates are federal contractors who comply with The Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA) as amended and the Rehabilitation Law of 1974 as amended. These laws and their corresponding regulations require that First BanCorp. take affirmative action to employ and promote qualified handicapped individuals, handicapped veterans, Vietnam Era veterans, and other eligible veterans. If you are handicapped, a handicapped veteran, a Vietnam Era veteran, or an eligible veteran, please inform us as we would like to include you in our Affirmative Action Plan. You may do it now or at any moment in the future. Offering this information is voluntary. This information will help us take reasonable action to accommodate your needs. If you choose to identify yourself, the information provided will be used exclusively for compliance with the applicable laws and regulations. The information will remain confidential except when it must be shared as necessary with (1) supervisors and managers; (2) security and first aid personnel; (3) government officials in charge of related laws' legal compliance. If you wish to voluntarily identify yourself, you may call our Human Resources Department at [Phone number shown when applying].#J-18808-Ljbffr
First Bank Glassdoor Company Review
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CEO of First Bank
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Shelley Seifert
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Our 100-plus year history of independent family ownership allows us to relentlessly focus on our clients’ long-term goals and objectives, as opposed to only focusing on our short-term gains. We commit to providing comprehensive solutions, delivere...

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Full-time, on-site
DATE POSTED
August 30, 2024

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