Investment Portfolio Manager jobs in Lancaster, PA

Overview

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Portfolio Manager to join our Central PA Lending Team.

Responsibilities

Supports assigned Corporate Banking Group and relationship managers with client and portfolio management

New Loan & Loan Renewal Support:

• Communicate with Relationship Managers (RM) and customers in order to gather financial information to support loan request
• Collaborate with RM, Customer, Administrative and Credit Support in order to facilitate loan proposals/approvals. (LPS, appraisals & environmental reports, searches, credit reports, memos, underwriting packets, etc.)
• Collaborate with RM, Customer, Administrative and Loan Servicing Department/Bank Counsel for loan settlement (Boarding sheets, documentation review, customer follow up, etc.)
• Review and final approval of loan coding
• Post loan closing customer follow up (If necessary)

Commercial Loan Support:

• Establish operational relationship with designated clients to handle routine daily operational issues and client requests.
• Monitor and review exceptions (Credit & collateral), maturing loans, ABLs, credit rating maturities, and delinquencies. Work with RM and customer to resolve
• Review customer risk profile and covenant compliance through the collection of financial data and searches.
• Portfolio audit preparation, support, and responses for internal and external auditors
• Special projects and additional duties as required.

Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct

Perform additional duties as required.

Qualifications

Customer-focused individual with strong knowledge of credit, banking, financial analysis, and internal credit processes

3-5 years Credit Analyst or equivalent experience

Ability to manage risk within Portfolio, including loan grading and loan pricing

Ability to handle problems/exceptions in an independent manner

Strong knowledge of commercial lending practices, compliance issues, and underwriting skills

Strong interpersonal, written, and oral communication skills

Bachelor’s degree in Finance or equivalent experience in related area desired

Trained Financial Analyst preferred

Microsoft Office Proficient

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.