SME Portfolio Manager

2 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $180,000 - $215,000

As a seasoned portfolio management professional, you will be responsible for delivering credit analytical activity associated with originating and servicing SME customers complex transactions. This role is key to managing a portfolio of customers throughout the credit lifecycle.

You will support the workflow across the portfolio day-to-day and provide coaching support to team members. You will also contribute to the ongoing improvement of processes and ways of working across Business Finance and Risk teams.

Key Responsibilities:
  • Manage credit analysis and assessments throughout the customer lifecycle from initial transaction assessments and writing new deals through to requests for variations, renewals and repeat business.
  • Engage with the Business Finance team, Credit and Legal teams during the documentation and execution phases of a transaction to ensure a smooth process for the customer.
  • Work with the Lending Operations team to manage all administrative and operational aspects of the portfolio, including drawdowns, repayments, exposures and covenants.

This position requires effective management of credit risk amongst high-risk customers. You will contribute towards growth aligned to SME targets for existing customers such as renewals and new business from existing customers. You will engage with Transaction Execution & Solutions Managers, State Directors and Business Development Managers.

About You:
  • Degree qualifications in Commerce, Economics, Accounting, Business Administration, Banking/Finance or Business and/or relevant technical disciplines.
  • 8+ years financing experience across business and/or corporate banking or similar.

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