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.
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.