An employer in the Indianapolis, IN area is seeking a Credit Portfolio Manager to join their team permanently. The company is a leading expert in financing for registered investment advisors (RIAs), CPAs, and insurance businesses. It is a unique lending role where they will be responsible for reviewing commercial loan applications and analyzing standard credit information packages to make assessment of applicants creditworthiness, and they will provide recommendation to the Executive Director and Director of Underwriting, and to Loan Committee as applicable, regarding the structure, underwriting, and management of loans. They will prepare and present credit memos for new and renewal requests on complex credits and large clients, for loan approval. These loans will in general be large in nature ($2.5MM - $20MM). The loans are funding acquisitions, refinance, debt, etc.
Some traveling to client sites included.
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- 5+ years of experience as a portfolio manager, underwriter or associate working with clients
- Managing a book of business
- Bachelors degree
- Credit experience
- CRC (Credit Risk certified)
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.