FIRSTRUST SAVINGS BANK logo

portfolio manager

FIRSTRUST SAVINGS BANK

Conshohocken, PA · HybridJobSeen 6 days agoSeen in employer's feed 6 days ago

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At a glance

Compensation
No compensation found
Location
Conshohocken, PAHybrid
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

The Portfolio Manager oversees credit and risk administration for pooled or individual portfolios, monitoring compliance, risk profiles, profitability, and annual reviews. The role analyzes portfolio relationships, prepares financial models and credit memorandums, reviews financial reporting and borrowing-base certificates, and makes loan recommendations. It also supports business development, serves as a resource for colleagues, and may lead moderately complex projects.

Skills & qualifications

RequiredNice to have

Skills

Credit Risk AdministrationCredit PolicyFinancial ModelingCredit MemorandumsPortfolio AnalysisUnderwritingVikarCoachingLeadershipInterpersonal SkillsWritten CommunicationOral CommunicationWorkflow Management

Qualifications

3+ Years Banking Experience3+ Years Commercial Credit ExperienceVikar Subject Matter Expert

Full job description

FIRSTRUST BANKRecognizes the leader in you As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability. Hybrid Position The Portfolio Manager requires in-depth knowledge and experience in exercising sound judgement using best practices within credit and risk administration. JOB DUTIES AND RESPONSIBILITIES: 1. Ensure all Service Level Agreements, regulatory compliance requirements, and Bank's credit risk profiles and profitability are monitored and maintained. 2. Responsible to protect and preserve the integrity of the pooled or individual portfolio while sustaining profitability, accurately accessing/managing risk, and managing the annual review process. 3. Analyzes portfolio relationships with reasonable involvement from the Relationship Manager. 4. Prepares financial models, credit memorandums and has conceptual and practical knowledge of credit policies with the ability to apply them to a variety of situations. 5. Exhibits general understanding of organizational structures, documentation, covenants and/or collateral structures. 6. Effectively tracks and monitors financial reporting requirements and reviews Borrowing Base certificates. 7. Uses best practices to provide loan recommendations based on a review of all underwriting criteria for final approval. 8. Exercises adherence to internal portfolio/underwriting processes including timely and accurate data entry to Vikar and/or other centralized systems, as well as, maintaining high quality file documentation in a 9. paperless environment. 10. Acts as a resource for colleagues with less experience and may lead projects with moderate resource requirements, risk and/or complexity. OTHER JOB DUTIES AND RESPONSIBILITIES: 1. Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships. 2. Other duties as assigned. PHYSICAL AND SENSORY REQUIREMENTS: 1. Prolonged periods sitting at a desk and working on a computer. POTENITAL ON-THE-JOB-RISKS: 1. None identified. EDUCATION, TRAINING AND EXPERIENCE: 1. 3-5 years of banking experience and commercial credit 2. Extensive knowledge of and experience with credit policies and procedures. 3. Demonstrates the ability to coach, lead, and motivate. 4. Strong interpersonal skills and good oral written communication skills. 5. Knowledge of software/systems required to successfully perform job function. 6. Must be a Vikar Subject Matter Expert. 7. Proven history of managing high volume workflows. Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran's status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws. Firstrust Bank is an Equal Opportunity Employer. If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department [email protected]. Include your full name, best way to reach you, and the accommodation needed to assist with the application process. Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message. Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied. Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: [email protected] or 215-728-8265. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran

How this job compares

Set against the 765 open Portfolio Manager jobs on Olive Jobs, counted November 6, 2026.

Pay
  • This postingNot listed
  • US median$120–179K/yr553 salary ranges
Openings
Olive Jobs lists 22 open Portfolio Manager jobs in Pennsylvania and 765 across the US. 2% of them nationwide are listed as remote or flexible.
Hiring the most in Pennsylvania
Experience
This posting asks for at least 3 years of experience — less than three in four Portfolio Manager postings that state a minimum ask for (median 6 years, across 632 postings).
Education
382 of the 765 open Portfolio Manager jobs (50%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on November 6, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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