Job Description
📋 Description Manage an assigned portfolio of accounts, maintaining client relationships and compliance. Understand clients’ financial conditions and market trends to identify risks. Review and manage advances and loans to align with approved structures and policies. Structure and underwrite modifications to existing financial arrangements and seek approvals. Document client relationships with required legal agreements and supporting materials. Monitor portfolio performance, minimize losses, and maintain healthy client relationships. 🎯 Requirements Bachelor’s degree or equivalent combination of education and professional experience. 5+ years in financial services, lending, portfolio management, or structured finance. Strong understanding of financial analysis, credit assessment, risk management, and lending structures. Experience with alternative energy, tax credits, tax equity structures, or specialized financing preferred. Strong customer relationship management skills and ability to build trust with clients. Excellent verbal and written communication skills to explain complex financial concepts. 🎁 Benefits Competitive salary range of approximately $104,000–$174,000, based on experience. Annual performance-based incentive opportunity. Flexible remote work environment with cross-team collaboration. Comprehensive benefits package including health, dental, and vision coverage. 401(k) retirement plan and financial wellness resources. Life insurance and disability benefits.
