"Alerted.org

Job Description

An employer in the Indianapolis, IN area is seeking a Credit Portfolio Manager to join their team permanently. The company is a leading expert in financing for registered investment advisors (RIAs), CPAs, and insurance businesses. It is a unique lending role where they will be responsible for reviewing commercial loan applications and analyzing standard credit information packages to make assessment of applicants creditworthiness, and they will provide recommendation to the Executive Director and Director of Underwriting, and to Loan Committee as applicable, regarding the structure, underwriting, and management of loans. They will prepare and present credit memos for new and renewal requests on complex credits and large clients, for loan approval. These loans will in general be large in nature ($2.5MM - $20MM). The loans are funding acquisitions, refinance, debt, etc.

Some traveling to client sites included.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

- 5+ years of experience as a portfolio manager, underwriter or associate working with clients

- Managing a book of business

- Bachelors degree

- Credit experience - CRC (Credit Risk certified) null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].