Raymond James Financial, Inc. Keyword Location Search view all jobs Portfolio Manager - CRE Pittsburgh, PA Posted yesterday Apply Now Primary Functions of the

Position:

Underwrites requests for credit extensions to new and existing clients Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities Prepares the following for presentation to

Senior Loan Committee:

Credit Approval Request (CAR) Modifications Covenant Waivers/Amendments Assessment of Real Estate Sponsorship Manages / monitors assigned portfolio for: Loan Performance Accurate and Timely Risk Rating Required Financial Reporting Covenant Compliance Payment Delinquencies Overdrafts Monthly Construction Monitoring Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when theyoccur Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements and covenants contained in the loan documents Prepares periodic financial reviews where required Prepares monthly special asset reports for senior management as required. Ensures the timely spreading of financial statements provided by clients Accompanies the relationship manager on prospect / client calls when appropriate

Education and Experience Requirements:

Bachelor's Degree in Finance, Accounting, or related field Minimum of 5 years of credit analysis and underwriting experience Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred

Essential Skills and Abilities:

Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Strong written and verbal communication skills Strong presentation skills Ability to work independently and within a team Proficient in various spreadsheet and word processing applications, including the use of graphs and charts Apply Now Active Filters Portfolio Manager - CRE Pittsburgh, PA Clear All Powered By Cookie Policy We use cookies to improve your experience on our site. To find out more, read our privacy policy Accept Cookies Decline Cookies