Senior Associate/Assistant Vice President, Portfolio Management, Healthcare Lending

Monitor operating performance, financial condition, and credit risk for assigned borrowers/client relationships to proactively identify issues and resolve problems in a timely and effective manner

Ensure that required borrower reporting is received on a timely basis

Perform and/or review, on a timely basis, financial analysis on reporting provided by borrowers, tracking trends, key performance indicators, and developments which may impact loan performance

Effectively communicate identified credit risks and recommended actions to senior management

Research, propose, and prepare modification approval write-ups, working closely with the client as well as legal counsel and manager

Actively manage upcoming loan maturities, past dues, and credit quality

Complete and/or actively oversee risk ratings, criticized asset management memos, and review processes for assigned borrowers

Manage Bank resources effectively, including supporting departments such as loan servicing and deposit operations as well as Healthcare Team’s analyst pool assigned specifically to loans

Mentor and manage (indirectly) analyst resources

Ensure timely completion of analyst work, including communication work related to borrower file management within the Bank’s multiple systems for tracking, reporting, and communication

Actively participate in bi-weekly Portfolio Management department meetings and ensure analysts assigned to credits are appropriately prepared to contribute during meetings, as needed

Attend bi-weekly Pipeline meetings and collaborate with the Origination/Underwriting Team to transition new loans from Closing to Portfolio Management

Analyze and approve borrowing bases of asset-based revolvers in the loan portfolio

Ensure loan documentation and credit files are maintained in a timely fashion in accordance with the Bank's procedures and banking guidelines

Stay informed of state and federal healthcare current events and changes to healthcare policies

Participate in the build out a scalable portfolio monitoring infrastructure

Perform other duties as assigned

Bachelor's Degree required

Minimum of 4 – 6+ years of lending or portfolio management experience with a bank or commercial finance company required, dependent on title level

Formal credit training required

A strong understanding of accounting and finance matters

Solid grasp on loan and legal documentation

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