Valley Bank Job - 43790538 | CareerArc
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Company: Valley Bank
Location: New York, NY
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services



The Private Bank Credit Portfolio Manager (CPM) is responsible for balancing the growth of the Private Bank credit portfolio within the bank's risk appetite.  The CPM is involved in both the underwriting process and ongoing credit monitoring, as well as participation in special projects.  

Reports to:

Senior Credit Officer, Private Banking

Primary Responsibilities:

  • Partner with the business team to structure and execute new transactions to accommodate the customer's needs and deliver an exceptional client experience
  • Gather required information, perform the required analysis and produce the credit presentation in accordance with guidelines and policy
  • For Premium Finance loans, review policy illustrations, calculate loan size, and determine additional collateral requirements
  • Enter all loan details into the loan origination system
  • Maintain ownership of the transaction from inception and approval through funding
  • Identify, outline and mitigate risks associated with potential lending opportunities
  • Work closely with Risk partners, Compliance, and Legal to discuss transaction and obtain necessary approvals
  • Perform extensions, modification and amendments on existing client relationships
  • Maintain oversight of all ongoing monitoring requirements and client deliverables, as well as compliance with all terms of the loan agreement
  • Review daily reporting for past due interest and maturity, overdrafts, and under-margins
  • Escalate any issues to appropriate levels, develop mitigation plans if necessary
  • Participate in special projects and requests related to the management of the portfolio
  • Identify possible credit product selling opportunities and notify the business team accordingly

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