CREB Portfolio Management Officer (PMO) is responsible for all post close credit approval activity including extensions, (with advisement from the Credit Officer and/or Underwriter). In addition, the PMO is responsible for all monitoring and maintenance activities on an assigned portfolio including Risk Rating Scorecards, Annual Reviews, Individual Loan Reports (ILRs), Covenant Compliance, and data input and management. A key job function is the monitoring of clients operating performance and financial condition to proactively identify issues and opportunities. A PMO also delivers financial, industry, economic, sponsor/guarantor and other analysis to facilitate decision making for the client coverage team, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. The PMO is an individual contributor who reports to the CREB Credit Regional Portfolio Manager and partners closely with Credit Officers and Underwriters. The PMO is responsible to drive process simplification and improvement under the direction of the Regional PM Manager.
Functional Role Description:
Shift:1st shift (United States of America)
Hours Per Week:40
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