Senior Commercial Banking Portfolio Manager
1 month ago
Commercial Banking Portfolio Management Associate
Manager
In this role, you will:
8- 14 years of experience in one or a combination of the following:
Service accounts of traditional asset-based lending, specialized senior secured financing,
Accounts receivable financing and purchase order financing to companies; manage team
of analyst and senior analyst who complete spreading of financial statements in the
application
Manage team of 10-20 members in commercial lending domain which includes processes
around financial spreading, credit research, preparation of credit write ups, collateral
valuation, credit limit recommendation, and assessment of security position etc.
Perform quality checks of the work completed by junior team members across all the
processes
Manage dual responsibilities; 50% as an Individual contributor and 50% manage delivery
Able to manage junior as well as senior team members and able to handle conflicts
Manage and ensure smooth delivery of daily operations as per SLA
Experience in performance and career management of the team members
Process improvement and redesign - proactively identify, analyze and improve existing
processes / process reengineering.
Able to manage projects independently
Responsible for managing transition of processes from on shore to offshore
Facilitates communication to resolve problems and advance strategies.
Connect with LOB partners on conference calls/understand updates etc.
Lead or champion efforts to increase productivity and goal accomplishment.
Act as a coach or mentor to facilitate learning from experience.
Responsible for management reporting
Required Qualifications, US:
Chartered accountants/MBA Finance (mandatory) and Bachelor's Degree
(Commerce mandatory), equivalent
Most recent experience must include min 5 - 6 years of direct team leading experience in
commercial lending domain which includes financial spreading and financial analysis
teams
Should have experience in spreading of Corporates Financial Statements in client
application
Should have an experience in assessing credit worthiness of the corporate borrowers
based on qualitative and quantitative factors
Strong knowledge on GAAP Accounting / International Financial Reporting Standards
Sound knowledge of ratio analysis, cash flow, and trend analysis
Strong knowledge on accounting and finance, Industry analysis, Internal and external risk
factors of the borrower
Understanding on Companys management and equity sponsors strength & weaknesses.
Sound understanding of Pro forma adjustments based on the projected financial
information and spread accordingly in the tool
Excellent report writing skills
Excellent communication skills
Strong analytic skill, Quick Learner & Attention to detail
Desired Qualifications:
Project management
Stakeholders/Client management
Able to multi-task to accomplish tasks effectively.
Ability to work quickly & accurately while maintaining acceptable standards of
workmanship
Ability to recognize and escalate to management for any process breaches
Highly motivated with strong organizational
Flexibility to work in different shifts
Ability to succeed in a team environment
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