Portfolio Manager

At ServisFirst, Our Name is Our Mission.Duties And ResponsibilitiesThe Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.The Incumbent WillConduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwritingDetermine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repayBuild profiles and loan requests in nCino for approvalContact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.Generate reports to determine past or current maturities that are not yet cleared and request any necessary informationPrepare memos outlining financial information for approvals from the appropriate partiesTrack maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as neededResponsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policiesNote: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.Note: Additional duties and responsibilities may be assigned.Minimum QualificationsBachelor’s degree in Finance, Accounting or a related field5-10 years' experience preferredExcellent written and verbal communication skillsExperience using Microsoft Outlook, Word and ExcelExperience in a position requiring attention to detail and data analysisExcellent organizational skills and ability to multi-taskRMA and/or Moody training is a plusPhysical Requirements And Environmental ConditionsThe physical requirements and environmental conditions of this position consist primarily of:Sustained standing and sittingFrequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groupsOccasional lifting of basic office files or equipment up to 20 lbsNormal office environment with comfortable internal temperatures and low level noiseEOE/AA