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Portfolio Management Officer I - Remote

Posted 13 weeks ago
Finance / Legal
Full Time
USA
$79,808 - $81,280/year

Overview

The Portfolio Management Officer I in the Office of Credit Risk Management will assist the PMO II in managing the lending portfolio, finalizing reporting, and ensuring compliance with regulatory requirements.

In Short

  • Assist in overseeing the bank’s direct lending and fund management portfolios.
  • Monitor delinquencies and upcoming maturities.
  • Review closing documentation for compliance.
  • Develop and execute timely reporting and dashboards.
  • 3 years relevant work experience in credit risk management.
  • Knowledge in portfolio management and credit analysis.
  • Excellent skills in Word, Excel, and data visualization tools.
  • Ability to communicate effectively across all levels.
  • Work independently in a stable remote environment.
  • Access to high-speed internet required.

Requirements

  • 3 years experience in credit risk management.
  • Knowledge in portfolio management and regulatory compliance.
  • Experience with Salesforce or other CRM tools.
  • Familiarity with data visualization tools like PowerBI.
  • Excellent communication skills.

Benefits

  • $79,808 - $81,280 annual salary.
  • 18 days of PTO per year.
  • 13 Paid holidays per year.
  • Medical, dental, vision insurance.
  • 401k savings plan with employer match.
Locus logo

Locus

Locus is a nonprofit organization dedicated to fostering equitable access to capital within communities, particularly those that are low-to-moderate income. By collaborating with various stakeholders in the community development ecosystem, Locus addresses critical challenges such as affordable housing, access to fresh food, quality job creation, and clean energy innovation. The organization operates a family of community development enterprises, including a nonprofit CDFI loan fund, a CDFI bank, and a national guarantee program, generating over $2 billion in total impact. With a commitment to community input and impact, Locus aims to ensure that everyone can thrive in healthy environments, offering innovative financing tools and strategic consulting services. Locus is regulated by the Federal Reserve and is an FDIC-insured, certified bank and B Corp, emphasizing its dedication to socially responsible investing.

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