Portfolio Manager – Franchise Group

🕒 May 16

⛷️ Utah – Remote

⛷️ Utah – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

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Celtic Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Celtic Bank is a comprehensive financial institution that offers a wide array of loan products and banking services tailored for businesses. Specializing in SBA loans, construction financing, equipment leasing, and asset-based lending, Celtic Bank aims to support business growth across hundreds of industries nationwide. They prioritize strong lending relationships with high approval rates and personalized support throughout the loan process. Celtic Bank is dedicated to helping businesses succeed by providing customized financial solutions adapted to various needs, such as business acquisition, commercial real estate, and renewable energy financing. Based in Salt Lake City, this institution is a trusted partner for businesses seeking strategic financial growth.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.)