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Robert Half AVP/Portfolio Manager in Chevy Chase, Maryland


Our client, a fast-growing healthcare lending group in Montgomery County, is looking for an AVP/Portfolio Manager to join this fast-growing division. This Portfolio Manager will be part of the team managing credit risk in the healthcare lending group. You will monitor loan performance, manage client relationships, manage workout credits, ensure accurate assessment of credit risk and trends, work with and direct resources such as supporting departments and analysts as well as minimize the risk of loss for the organization. This position is 4 days/week in their gorgeous office with work-from-home on Fridays (and lots of flexibility). Day to day responsibilities include but are not limited to:

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.

Complete special projects and other duties on an as needed basis.

The ideal candidate for this Portfolio Manager role will have 7+ years of portfolio management experience within a commercial finance company or bank (preferably HEALTHCARE lending but they might consider other lending areas), BS in Accounting, Finance or Management, MBA+, strong understanding of accounting and finance matters, ability to supervise and mentor a staff, solid grasp on loan and legal documentation as well as outstanding quantitative and qualitative analytical skills. To apply to this Portfolio Manager role please click the hyperlink in this post or call Caren Bach at 301.965.9035 or reach out via LinkedIn to Caren Bromberg Bach.

Requirements Credit Analysis, Commercial Lending, Financial Modeling

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