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The Power and Utilities Portfolio Manager - VP

The Power and Utilities Portfolio Manager - VP is responsible for the underwriting, credit monitoring, and portfolio management of power project finance and utility relationships. The Portfolio Manager - VP independently manages the underwriting and ongoing management of new and existing loan transactions, collaborating with relationship managers and the credit approval team.

Key responsibilities include:

1. Preparing and processing loan modification/amendment requests.
2. Tracking covenant compliance and internal portfolio metrics.
3. Reviewing legal documentation, maintaining credit files and loan documentation.
4. Reviewing borrowing and disbursement requests.
5. Interfacing with Risk Management, Legal, Loan Operations, and the Credit Department.
6. Assisting with review and quality control of junior staff's work on transactions and annual reviews/modifications.

This person will also:

1. Maintain and grow loans, deposits, fee income, and referrals.
2. Ensure portfolio administration and risk management align with credit policy, procedures, business strategy, and regulatory guidelines.
3. Co-manage relationships by analyzing financial data, assessing loan requests, and recommending structures.
4. Partner with Relationship Managers as the primary client contact, liaising with the Credit Department and other internal partners.
5. Train and develop junior portfolio staff.

Qualifications

Education: Bachelor's Degree in Business, Finance, Accounting, or related field, or equivalent experience. Required.

Experience:

• 4+ years in Commercial/Corporate/Real Estate/Specialized Banking and/or Credit Approval. Required.
• 4+ years handling complex credits. Required.
• 3+ years in Specialized Finance - Energy. Strongly preferred.
• 2+ years sales experience. Preferred.
• 2+ years formal credit training. Preferred.

Licenses and Certifications: CFA (Chartered Financial Analyst) preferred.

Must have reliable transportation and lawful ability to drive if applicable. Required.