Stephen Phillips

Associate Portfolio Manager

Stephen Phillips, an Associate Portfolio Manager for Context Business Lending, is responsible for understanding the changing businesses needs of CBL’s borrowers in order to provide optimal flexibility and maximum availability. Stephen reviews and approves funding requests and works with borrowers to ensure that they remain in good standing with their loan agreements. He is also tasked with consistently identifying, assessing, managing, monitoring, and reporting portfolio risks of all types. Stephen also assists with reporting, improving efficiency and customer service. He has 7 years of experience in finance including time as an Underwriter, Operations Supervisor, and Financial Statement Analyst at PNC Bank and most recently as a Collateral Analyst with CBL. Stephen holds Bachelor’s degree in Business Management from Temple University.

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