SENIOR CREDIT/CAPITAL FINANCING MANAGER

Overview

The Finance/credit Portfolio Manager independently manages funding after closing, including funding monitoring, completing annual reviews, analyzing changes in borrowers or projects, proactively identifying early warning signs of trouble, implementing risk mitigation strategies, completing extension requests and modifications prior to the maturity date, recommending risk ratings, and overseeing loan disbursement requests. The Senior Portfolio Manager works with both the Lending and Finance Teams. The role analyzes the portfolio, identifies existing and potential risks, makes risk management recommendations, monitors exposures, maintains databases of loan information, and provides reports to the CEO, CFO, the Board, and funders. The position is responsible for the most complex or highest‑risk loans.

Related duties and responsibilities

Funding Monitoring

Review funding closing summary and send welcome letter to borrowers at the funding...