Portfolio Manager

People's Utah Bancorp North Logan , UT 84341

Posted 3 weeks ago

Lewiston State Bank, one of Utah's premier community banks, is hiring a Portfolio Manager/Credit Analyst III for the North Logan office.


  • Commercial loan underwriting: Analyze business and personal tax returns and financial statements, identify trends and concerns and work closely with assigned loan officer and customers to understand and mitigate credit issues

  • Prepare financial reports using spreading software

  • Provide informed professional opinions to bank officers regarding applicants financial/credit status, suggest loan structures, and support the lending process

  • Manage and maintain loan files

  • Prepare spreadsheets and detailed written reports (loan write-ups) to be presented in loan committee meetings for approval for both new and renewal loans

  • Determine value of collateral; review independent appraisal reports

  • Monitor insurance requirements on loan collateral

  • Complete loan monitoring through: Tracking loan maturities, Prepare needs list and communicate with borrowers to obtain timely collection of financial information, Ongoing covenant testing/monitoring, Borrowing base calculation

  • Analyze/recommend line draws as requested by loan officer

  • Assist with construction loan draws: verify budget availability, invoices, and inspections

  • Collect past due accounts as requested by loan officer

  • Assist with customer calls and marketing efforts as requested

  • Work with loan applicants to develop loan package as requested

  • Assist in the preparation of draft term sheets and commitment letters as requested

  • Maintain knowledgeable of and able to promote bank products and services

  • Work closely with assigned loan officers in a team environment


  • Bachelor's degree (BS or BA) preferably in Finance, Accounting, or related field

  • Five or more years of similar or related experience including experience with credit systems and preparing loan committee presentations

  • Excellent analytical skills

  • Good organizational skills

  • Detail oriented

  • Strong proficiency in Microsoft Excel and Word

  • Strong verbal and written communication skills

  • Courtesy, customer service and tact are essential elements of the job; Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation

We offer competitive pay based on experience, excellent full benefit package, paid time off, and holiday pay.

Schedule: Monday-Friday 8:00-5:00.

Equal Opportunity Employer/Veterans/Disabled

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Portfolio Manager

People's Utah Bancorp