Bank of Hope · 1 day ago
Portfolio Manager-Healthcare
Utica-Rome Area
Full-time
Onsite
Senior Level, Lead/Staff
$195K/yr - $225K/yr
10+ years expBank of Hope is a financial institution specializing in various lending solutions, and they are seeking a Portfolio Manager in the healthcare sector. The role involves underwriting, structuring, and managing loans while ensuring compliance with credit policies and training junior staff.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Partner with relationship manager(s) in underwriting, structuring, closing and managing cash flow, ABL and real estate loans in the healthcare space (SNF, pharma, medical devices, specialty hospitals)
Prepare pre-screens and credit approval memos containing in-depth analysis of the transaction structure, customer (including KYC/AML), industry, market trends and key risks and mitigants
Spearhead transaction process, lead due diligence activities and prepare financial models
Present new transactions to credit and participate in the bank’s loan approval process
Review credit documentation and assist loan operations with closing and funding
Proactively monitor client financial performance, covenant compliance and relevant industry/market developments
Ensure the portfolio administration and risk management of each client relationship is in compliance with established BOH credit policy, procedures and business strategy as well as commercial and regulatory guidelines
Assist in training and developing credit analysts and underwriters. Continuously improve the quality and consistency of the team’s underwriting and portfolio management activities
Qualification
Required
Minimum Bachelors degree
10+ years of banking or private credit lending experience with direct portfolio management experience
7+ years in the 'for-profit' healthcare space
Familiarity across a range of facility types including ABL, cash flow, real estate
Current knowledge of market developments, regulatory changes, trends across various healthcare sectors
Demonstrates strong understanding of underwriting, credit analysis, structuring, legal documentation and regulatory frameworks
Strong understanding of credit policy and procedures and able to accurately risk rate loans/credits according to BOH policy
Excellent communication, negotiation and relationship manager skills
Entrepreneurial mindset, strong work ethic, high integrity and alignment with the bank's long-term vision of growth
Benefits
Bonus
Benefits
Company
Bank of Hope
Bank of Hope is a banking institution with offices across the US.
1001-5000 employees
H1B Sponsorship
Bank of Hope has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (6)
2023 (9)
2022 (13)
2021 (9)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Dennis Schreyer
Senior Vice President, Corporate Banking Group, Head of Middle Market Loan Syndications
Recent News
Morningstar.com
2026-01-17
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2025-10-14
2025-09-22
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