Univest Financial Corporation is seeking a Portfolio Management Intern for their Central Lancaster PA Ag Department. In this role, you’ll collaborate with portfolio managers and relationship teams to support loan requests, conduct financial analysis, and assist with audits and risk reviews.
Responsibilities
Communicate on regular basis with other portfolio managers (PM), relationship managers (RM), and relationship administrators (RA) in order to gather financial information to support loan requests
Obtaining reporting to help PM’s with the monitoring and review exceptions (credit & collateral), maturing loans, asset based loans, and delinquencies
Support PM’s with portfolio audit preparation, support, and responses for internal and external auditors
Support PM’s with review of customer risk profiles and covenant compliance through the collection of financial data and searches
Gather and input necessary data into nCino or Loan Presentation Summary (LPS) to initiate loan creation and approval process
Support PM’s with real estate evaluations and construction advances
Special projects and additional duties as required
Qualification
Required
Detail-oriented and analytically minded
Strong organizational skills
Excellent written and communication skills
Proactively seeks opportunities to assist the team and deliver value to customers
Pursuing a Bachelor's Degree in Economics, Finance, Real Estate, Accounting, Business, Agriculture or related field
Proficient computer skills, especially Microsoft Office
Preferred
Univest is a regional bank that provides financial solutions for individuals, businesses, municipalities and nonprofit organizations.
