Portfolio Manager

Our client is seeking a Portfolio Manager to play a vital role in the growth and improved efficiencies. If you have strong financial analysis skills and want to join a company that offers excellent benefits and growth opportunities, apply today!

Responsibilities:

• Analyze and collect financial data to determine creditworthiness
• Review financial statements, tax returns, cash flow, risk rating, and projection analysis, as well as analyze and review personal financial statements and applications
• Complete and monitor credit reviews
• Request loan packages, and review for completeness and accuracy prior to closing
• Review borrowing base certificates, upcoming loan maturities, trend identification in credit quality and risk rating, and ensure compliance with loan covenants

Requirements:

• 1-3+ years of financial statement analysis within the commercial or mortgage industry
• Bachelor’s Degree preferred
• Excellent communication skills
• Strong financial acumen and analytical skills
• Highly organized and strong time management abilities
• Great understanding of Accounting and Financial principles

Work Model:

• On-Site
• Ability to sit in either Oskaloosa, Pella, or Conrad, Iowa

Interested and qualified candidates can contact Shelby Mensen at (515) 225-7000 or email Shelby at smensen@thepalmergroup.com.

Ref: JOB-38694