Firstrust Bank

Portfolio Manager II

Location US-PA-Conshohocken
Job ID
# Positions


The Portfolio Manager II requires in depth-knowledge and experience in exercising sound judgement using best practices within credit and risk administration.  The Portfolio Manager II works independently with minimal guidance and solves complex problems by taking a new perspective on existing solutions throughout the life cycle of a customer.


Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.




  • Assists in the development of new business for Firstrust.  Is alert to expressed customer/ prospect needs and possesses knowledge of corporate products and services, to suggest appropriate services.  Directs customers to appropriate person to open account.
  • Ensures all Service Level Agreements, regulatory compliance requirements and the Bank’s credit risk profiles and profitability are monitored and maintained.
  • Protects and preserves the integrity of the pooled or individual portfolio while sustaining profitability, accurately accessing/managing risk and manages the annual review process.
  • Analyzes portfolio relationships with reasonable involvement from the Relationship Manager.
  • Prepares financial models and credit memorandums in conjunction with credit policies.
  • Exhibits general understanding of organizational structures, documentation, covenants and/or collateral structures.
  • Effectively tracks and monitors financial reporting requirements and reviews Borrowing Base certificates.
  • Uses best practices to provide loan recommendations based on a review of all underwriting criteria for final approval. 
  • Adheres to internal underwriting processes including timely and accurate data entry to nCino and/or other centralized systems, as well as maintaining high quality file documentation in a paperless environment. 
  • Acts as a resource for colleagues with less experience and may lead projects with moderate resource requirements, risk and/or complexity.    

Essential Functions


While performing the essential functions of this position, the employee is required to perform activities such as preparing and analyzing data and figures via a computer terminal.   The incumbent will be expected to retrieve files, compose memorandums and communicate with internal and external customers.   The incumbent is occasionally required to drive a motor vehicle to accompany Relationship Managers to various types of customer meetings. 

Knowledge - Skills & Abilities

  • 3 to 5 years banking experience, which may include business banking, middle market and/or specialty commercial banking, commercial banking administration, commercial client sales and service, commercial banking operations, commercial credit/risk oversite and commercial loan, documentation/funding/servicing.
  • 3 to 5 years knowledge of Business and Personal financials, loan structuring, commercial products, credit risk, and administration practices and processes. Ability to maintain good communication and close partnerships across business units and the broader organization.
  • Comprehensive verbal and written communication skills, ability to multitask and function under pressure to meet deadlines.
  • Must possess good organizational skills and customer service as well as well-developed influencing and negotiation skills.
  • Advanced knowledge of Microsoft Word, Excel, and PowerPoint, spreadsheet modeling, presentation development and delivery skills.
  • Advanced knowledge of different financial modeling systems and the ability to coach others on the use of internal systems that may include profitability models, Salesforce and nCino.



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