As a trusted financial advisor, the full-time Senior Associate, Portfolio Management will manage a portfolio of 20-30 commercial loans remotely, focusing on relationship management, financial analysis, and borrower support throughout the loan lifecycle.
Key responsibilities:
Serve as the primary point of contact for borrowers, managing relationship dynamics and compliance requirements
Collect and analyze financial statements and impact reports to monitor borrower performance and risk ratings
Underwrite renewals and increases for existing relationships, applying financial modeling to inform credit decisions
Required qualifications:
1-3 years of experience in commercial credit underwriting or portfolio administration
Strong skills in cash flow analysis and financial modeling
Genuine interest in social enterprise, impact investing, or community development
Ability to manage higher-risk relationships while maintaining a comprehensive perspective
Excellent organizational skills to handle multiple borrower relationships and deadlines