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Portfolio Manager

Whitesville, NJ

Posted: 01/20/2023 Employment Type: Direct Hire Industry: Accounting Job Number: 21711

Job Description

Are you looking to make a career change to a full-service financial institution? This exciting Portfolio Manager opportunity offers a competitive salary plus an excellent benefits package including a Health Savings Account & Paid Holidays. Does this position match your future career goals? Then this Portfolio Manager opportunity could be the right fit for you. 

  • The Portfolio Manager will perform administrative duties and credit analysis to support the credit function.
  • Will make recommendations on the denying or granting of loans to the appropriate personnel.
  • Evaluate customers financial status by generating financial ratios.
  • Review commercial and individual accounts to pinpoint delinquent accounts for collection.
  • Maintain loan and credit documents for the department.
  • Provide recommendations to lenders if a credit extension should be granted or denied.
  • Assist lenders with loan portfolios as needed.
  • Work with lenders to resolve credit renewal issues.

Salary Range: $65,000-100,000 (DOE)

  • The ideal Portfolio Manager will have a Bachelor’s degree in Accounting, Business, Finance, or a related field.
  • Must have 5 years of related experience.
  • Must possess a thorough knowledge of current bank regulations, loan review regulations, operations, procedures.
  • Ability to interpret and analyze financial statements
  • Excellent communication skills
  • Proficient in MS Office and a fast learner with new software.
  • Must have accounting experience in a banking institution.
  • Able to work within strict timelines.

  • Direct Hire
  • Life Insurance/LTD Insurance
  • Medical, Dental and Vision
  • Paid time off 

Ask for: Julie Roberts 
Job # 21711

Ajulia Executive Search is a New Jersey based Executive Search Firm specializing in retained searches in multiple sectors, including Manufacturing, Finance, IT, Legal, and Pharmaceutical. We have a nationwide client base and offer services in temporary and direct hire placements.


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