Portfolio Manager – Franchise Group

🕒 Maio 16

⛷️ Utah – Remoto

⛷️ Utah – Remote

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

👔 Gerente

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Celtic Bank

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

Celtic Bank é uma instituição financeira completa que oferece uma ampla gama de produtos de empréstimo e serviços bancários voltados para empresas. Especializando-se em empréstimos SBA, financiamento para construção, leasing de equipamentos e empréstimos baseados em ativos, o Celtic Bank tem como objetivo apoiar o crescimento de negócios em centenas de indústrias em todo o país. Eles priorizam fortes relações de empréstimo com altas taxas de aprovação e suporte personalizado durante todo o processo de empréstimo. O Celtic Bank é dedicado a ajudar empresas a terem sucesso, fornecendo soluções financeiras personalizadas adaptadas a várias necessidades, como aquisição de negócios, imóveis comerciais e financiamento de energia renovável. Com sede em Salt Lake City, esta instituição é um parceiro confiável para empresas que buscam crescimento financeiro estratégico.

Descrição

• Perform detailed financial analysis of borrower and guarantor financial statements, tax returns, business plans, and financial projections. • Conduct annual credit reviews and monitor existing loan portfolios for performance trends, covenant compliance, and early warning indicators. • Prepare clear, concise, and well-supported credit approval memoranda for internal credit committees and regulatory review. • Evaluate franchisee performance metrics, brand strength, unit-level economics, and competitive positioning. • Identify key credit and structural risks to help mitigate potential loan losses. • Partner closely with relationship managers, credit officers, legal counsel, and operations teams to support efficient portfolio oversight. • Participate in periodic portfolio reviews with internal and external auditors. • Contribute to ongoing credit policy enhancements and portfolio risk management initiatives. • Ensure compliance with all applicable regulatory requirements, internal policies, procedures, and best practices. • Perform additional duties and special projects as assigned.

🎯 Requisitos

• Bachelor’s degree in Finance, Business, Accounting, or a related field preferred. • 2–4 years of commercial credit experience, ideally within franchise finance or middle-market lending. • Strong understanding of financial modeling, ratio analysis, and credit risk evaluation. • Proficiency in Microsoft Office Suite, Adobe, SharePoint/OneDrive, and other business applications. • Ability to quickly learn new systems and processes in a collaborative environment. • Strong organizational skills with the ability to manage multiple priorities and deadlines effectively. • Excellent written and verbal communication skills with the ability to build strong working relationships internally and externally. • High attention to detail, strong analytical thinking, and independent problem-solving capabilities. • Ability to maintain professionalism and composure while managing deadlines, delays, and changing priorities.

🏖️ Benefícios

• Medical, dental, vision • 401(k) with employer match • Life and long-term disability coverage • HSA and FSA plans • Holidays and paid time off requests • Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)