Portfolio Management

Sabadell

$80K — $95K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Business Administration or equivalent
  • Minimum 4 years of experience in finance or related field
  • Bilingual in English and Spanish
  • Expertise in loan structuring
  • Strong credit analysis skills
  • Excellent verbal and written communication skills
  • Strong negotiation skills
  • Solid organization and time management skills
  • Knowledge of loan documentation

Responsibilities

  • Analyze Borrowers waiver requests, prepare waiver memos, and interact with parties for approvals
  • Evaluate Borrowers compliance certificates and financial reports
  • Provide support to resolve loan-related questions
  • Monitor Structured Finance loans and participate in follow-up calls
  • Assist with the disbursement process for CRE & Hospitality construction loans
  • Participate in budget reviews for bilateral loans and as Agent
  • Support Manager on specific requests or projects

Benefits

  • Dynamic work environment within a growing bank
  • Opportunity to be part of a new team
  • Exposure to diverse financial scenarios
  • Involvement in various loan processes and projects
  • Professional development opportunities
Full Job Description
Job Description

Banco Sabadell is seeking a Portfolio Management to join a dynamic new team within one of the fastest growing banks in Florida.

Responsibilities
• Analyze Borrowers waiver requests, prepare waiver memo and interacts the Agent Bank or Borrower for questions and with the credit team for approval
• Analyze Borrowers compliance certificates and financial reports
• Provide support to other teams to solve questions with respect to any loan of the portfolio
• Monitor the Structured Finance loans participating in follow ups calls with Borrowers and Agent Banks
• Assist with the CRE & Hospitality loan disbursement process (construction loans)
• Assist on the Budget review for bilateral loans and loans when bank acts as Agent
• Assist Manager on any specific request or project assigned to the Department

Requirements

Bachelor's degree or equivalent in the field of Finance, Accounting, Business Administration or similar.
• Minimum 4 years' experience in related field.
• Bilingual - Ability to speak, write and read English and Spanish fluently.
• Loan structuring expertise
• Credit analysis skills. Strong accounting knowledge is beneficial
• Strong verbal and written communication skills
• Strong negotiation skills
• Organization and time management skills
• Loan documentation knowledge

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