Position Title
Portfolio Management Team Leader - SVP

Location
NY / Garden City Floor 03

Job Summary
Supervise a team of lenders. Coach, counsel and motivate employee performance. Individual must possess extensive and well-rounded commercial banking experience covering all tiers of complex capital structures. Show outstanding leadership skills and ability to build a consensus. Monitor credit quality of a diverse loan portfolio.

Pay Range: $154,700.00 - $233,700.00 - $312,700.00

Job Responsibilities:

Primary responsibilities include:

• Manage and train direct reports with a focus on financial and credit analysis as well as enhancing their writing skills.


• Work with direct reports, their assigned Private Client Groups, and the Bank's clients and prospects to assess loan requests.


• Approve credit requests for credits within assigned credit authority; prepares transaction summaries and recommends requests that exceed credit authority to Director of C & I Lending or CLO for approval.


• Notify Director of C & I Lending of any credit quality issues within portfolio. Consult with Director of C & I Lending, CCO, CLO and Special Asset Manager on criticized loans.


• Work closely with direct reports to ensure loan agreements are complete and accurate according to policy and comply with approval.


• Manage team workflow to obtain operating efficiency

Requirements include:

• High school diploma or equivalent required.


• Master's degree or equivalent preferred, and 5 years' related experience, or combination of education and experience.


• Experience analyzing financial statements, tax returns, cash flow analysis, financial ratios


• Must be able to manage competing priorities in a fast-paced, high-demand environment


• Ability to gain consensus among colleagues and clients


• Must possess high ethical standards with demonstrated integrity, tact and diplomacy.


• Formal credit training highly preferred.


• Ability to coach and mentor junior staff.


• Must possess excellent written and verbal communication skills


• Working knowledge of MS Office Suite, and Salesforce preferred.