About Bankwell: Bankwell is a commercial bank with over $3 billion in assets, providing privately-owned businesses, their owners and executives as well as high net worth individuals with personalized and technologically advanced banking solutions. We are committed to delivering exceptional service through a single-point-of-contact, the Private Client Team, which represents an alignment of experienced financial professionals in support of businesses and individuals being well-banked.
Our team members and their clients benefit from an organizational focus on personal growth and technological innovation across business lines. These commitments enable the Bankwell Private Client Team to deliver financial solutions to unique niches with speed, efficiency, and care. More about Bankwell can be found at www.mybankwell.com. Summary of Position: The Portfolio Manager supports the Private Client Team in managing and growing existing CRE and C&I client relationships and assisting with new client relationships.
Note – this Portfolio Manager role will also have a meaningful concentration of Real Estate and C&I clients to support. This position is responsible for actively managing and providing oversight of the loan portfolio and depository relationships, while providing excellent customer service on behalf of the Private Client Team. Responsibilities include: Support the Private Client Team with managing loan and depository relationships.
Analyze and review financial information to assess the financial strength and creditworthiness of lending relationships at origination and on an ongoing basis. Spread financial statements and prepare financial models designed to sensitize various conditions impacting the proposed transaction. Prepare cash flow, collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis. Monitor credit performance of customer portfolios and escalate or remediate, as appropriate.
Prepare credit and loan documentation by accurately compiling and organizing financial data, credit histories, and collateral information. Assist in the collection of monthly, quarterly and annual financial statements from borrowers and guarantors, as required. Track covenant compliance and provide necessary documentation. Track and manage non-performing, underperforming or delinquent loans, if applicable. Review loan files to ensure that risk ratings are appropriate and prepare documentation to support any recommended changes.
Participate in client meetings. Cross-sell additional bank products and services. Participate in special projects, as needed.
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