Associate Portfolio Manager

July 2, 2024

The Associate Portfolio Manager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate Portfolio Manager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate Portfolio Manager will work with other departments within the Bank including Credit Administration/Underwriting, Legal, Participation Operations, and Senior/Executive Management. The role will involve working with the AgFirst District member association banks (16) to assist in their loan origination and purchases of loans offered by the AgFirst Capital Markets team.

The position will entail, among other responsibilities, presenting credit actions to the Loan Committee, approving credit actions under Delegated Authority, and executing loan documents as an Officer of the bank.

What you’ll do

Actively work with AgFirst’s member Associations and sourcing partners to manage the purchased participation portfolio
Work with the credit department to assist with the loan underwriting
Manage ongoing credit actions for a portfolio of loan participations
Work in collaboration with member Associations, credit departments, borrowers, attorneys, and loan servicing
Mentor other team members
Assist the Head of Capital Markets and management with special projects

What you’ll need

A 4-year degree with an emphasis in finance/business/accounting or agriculture. Completion of a master’s degree in finance (MBA), preferred
4 years of commercial lending experience with middle market companies, with experience with multi-lender transactions
Strong origination, structuring, and credit underwriting experience
Extensive experience in credit roles including as a credit underwriter/analyst for commercial loans to small to large size companies
Extensive experience with ongoing management administration of a portfolio of participation loans
Knowledge about the loan syndications market
Understands trends impacting the loan syndication business
Sector experience in Agriculture preferred
Ability to effectively work across an organization with various stakeholders
Understands GAAP accounting and cash flow analysis