Portfolio Manager – Franchise Group

🕒 il y a 26 jours

⛷️ Utah – Distant

⛷️ Utah – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

👔 Manager

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Celtic Bank

Site WebLinkedInTous les Emplois

51 - 200 employés

🏦 Banque

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Celtic Bank est une institution financière complète qui offre une large gamme de produits de prêt et de services bancaires adaptés aux entreprises. Spécialisée dans les prêts SBA, le financement de construction, le crédit-bail d'équipement et les prêts adossés à des actifs, Celtic Bank vise à soutenir la croissance des entreprises dans des centaines de secteurs à l'échelle nationale. Elle privilégie des relations de prêt solides avec des taux d'approbation élevés et un soutien personnalisé tout au long du processus de prêt. Celtic Bank se consacre à aider les entreprises à réussir en proposant des solutions financières sur mesure adaptées à divers besoins, tels que l'acquisition d'entreprises, l'immobilier commercial et le financement des énergies renouvelables. Basée à Salt Lake City, cette institution est un partenaire de confiance pour les entreprises cherchant une croissance financière stratégique.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.)