Portfolio Manager I - 7008

??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Portfolio Manager I US-PA-Allentown Job ID: 7008 Type: Full Time # of Openings: 1 Category: Commercial Banking Univest Financial Corporation - Lehigh Valley Regional Office Overview At Univest , we're looking for a detail-oriented and relationship-driven Portfolio Manager to support our Commercial Lending team in Souderton and Allentown. In this role, you'll work between both locations while partnering closely with Relationship Managers and internal teams to manage portfolios, support commercial lending processes, analyze financial information, build strong client relationships, and ensure compliance with commercial lending policies, procedures, and regulatory requirements. If you're organized, analytical, and ready to grow your commercial banking career with a company that values collaboration, service, and helping customers move forward with confidence, we'd love to hear from you, apply today. Responsibilities Commercial Loan and Portfolio Support Prepare the approval package using a Loan Origination System in collaboration with the Relationship Manager to outline the structure, terms, and conditions of the loan facility for new loan origination and renewals/modifications of existing loans. Prepare memos for the credit file and underwriting approvals, when necessary. Analyze customer financial information in preparation for upcoming loan requests, covenant tests, or annual reviews . Ability to prepare financial performance analysis including but not limited to cash flow analysis and collateral analysis for deal screen preparation and underwriting purposes. Accountabl e for facilitating and/or completing covenant compliance testing. Review the customer's risk profile through interpreting financial information, testing loan covenants, and evaluating other non-financial factors . Provide support to the loan origination process through independently assessing the due diligence required for every specific request. Facilitate ordering and reviewing all necessary due diligence searches, including but not limited to real estate searches, lien searches, credit reports, background checks, and OFAC reports. Provide support to the View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI286923479 / 11-3031.00 Financial Managers