Healthcare Portfolio Manager
Salary undisclosed
Checking job availability...
Original
Simplified
Job Overview: The Healthcare Portfolio Manager role is centered on expanding sales through additional services and maintaining a client base within various healthcare industries, including physician rollup, outpatient surgery centers, partnerships with hospitals, national long-term care operations, skilled nursing facilities, and assisted living communities.
Responsibilities:
- Manage and service assigned client portfolios and coordinate the expansion of sales through additional bank products.
- Keep in close contact with clients to ensure ongoing satisfaction and to monitor or predict further financial requirements.
- Observe and report any changes in the credit quality of clients.
- Negotiate to structure and price lending facilities in a manner that aligns with the bank’s credit policies and standard lending practices.
- Develop effective proposals for credit approval and present them to the appropriate level of credit authority within the bank.
- Draft and distribute term sheets and letters of commitment.
- Be present at loan closings to ensure they are executed correctly.
- Monitor overdue payments and account overdrafts.
- Guarantee that credit lines are renewed promptly. Secure agreement from clients on renewal terms and negotiate any discrepancies.
- Address client needs swiftly, ensuring that requests involving other bank departments are followed up on, resolving any service-related issues.
- Supervise the correct processing of client transactions, including cash advances, payments, and electronic funds transfers.
- Confirm that the bank has up-to-date financial information from clients, that this information has been analyzed correctly, is recorded, and that comprehensive credit files are maintained.
- Generate reports as needed.
- Examine legal documentation to ensure its accuracy and that it fulfills all the requirements of the loan applications.
- Offer solutions to problems.
- Ensure that loans are assigned the correct risk ratings and that these are monitored and reported accurately.
- Establish and keep up-to-date information required by the Bank Secrecy Act.
- Follow and comply with all the requirements related to the watch list and Enhanced Due Diligence procedures.
Required Skills:
- Understanding of credit analysis, fundamental accounting principles, and loan documentation.
- Competent computer skills with proficiency in Microsoft Word, Excel, and Outlook.
- A strong set of interpersonal skills necessary for interacting with clients, including the ability to present information effectively and respond to inquiries.
- Excellent personal time management abilities.
- Solid mathematical, credit analysis, and administrative capabilities.
- Proficiency in managing client relationships.
- Skill in writing reports and business correspondence.
**This role is 4x a week in the office, 1 day flex.
Job Overview: The Healthcare Portfolio Manager role is centered on expanding sales through additional services and maintaining a client base within various healthcare industries, including physician rollup, outpatient surgery centers, partnerships with hospitals, national long-term care operations, skilled nursing facilities, and assisted living communities.
Responsibilities:
- Manage and service assigned client portfolios and coordinate the expansion of sales through additional bank products.
- Keep in close contact with clients to ensure ongoing satisfaction and to monitor or predict further financial requirements.
- Observe and report any changes in the credit quality of clients.
- Negotiate to structure and price lending facilities in a manner that aligns with the bank’s credit policies and standard lending practices.
- Develop effective proposals for credit approval and present them to the appropriate level of credit authority within the bank.
- Draft and distribute term sheets and letters of commitment.
- Be present at loan closings to ensure they are executed correctly.
- Monitor overdue payments and account overdrafts.
- Guarantee that credit lines are renewed promptly. Secure agreement from clients on renewal terms and negotiate any discrepancies.
- Address client needs swiftly, ensuring that requests involving other bank departments are followed up on, resolving any service-related issues.
- Supervise the correct processing of client transactions, including cash advances, payments, and electronic funds transfers.
- Confirm that the bank has up-to-date financial information from clients, that this information has been analyzed correctly, is recorded, and that comprehensive credit files are maintained.
- Generate reports as needed.
- Examine legal documentation to ensure its accuracy and that it fulfills all the requirements of the loan applications.
- Offer solutions to problems.
- Ensure that loans are assigned the correct risk ratings and that these are monitored and reported accurately.
- Establish and keep up-to-date information required by the Bank Secrecy Act.
- Follow and comply with all the requirements related to the watch list and Enhanced Due Diligence procedures.
Required Skills:
- Understanding of credit analysis, fundamental accounting principles, and loan documentation.
- Competent computer skills with proficiency in Microsoft Word, Excel, and Outlook.
- A strong set of interpersonal skills necessary for interacting with clients, including the ability to present information effectively and respond to inquiries.
- Excellent personal time management abilities.
- Solid mathematical, credit analysis, and administrative capabilities.
- Proficiency in managing client relationships.
- Skill in writing reports and business correspondence.
**This role is 4x a week in the office, 1 day flex.