Credit Portfolio Manager I - C&I & CRE
Core
Gathers financial and business information for customer loan requests, performs financial analyses to make credit decisions, and recommends credit solutions for commercial banking clients.
Role type
Credit Portfolio Manager I (Middle Market)
Builds
Credit solutions and loan decisions for commercial and industrial (C&I) and commercial real estate (CRE) clients
Domain
Commercial Banking / Credit Risk / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, Credit risk evaluation, Commercial business development, Negotiation, Financial reporting, Workflow management, Audit coordination, Team leadership
Preferred skills
Middle market deal experience, Network of outside referral sources, Cost benefit analysis
Technologies
Office equipment, Standard office software
Responsibilities
Perform financial analyses for credit decisions, Manage specific credit activities and underwriting quality, Conduct periodic inspections at customer sites to audit accounts, Coordinate with relationship managers for credit investigations, Lead a team of Credit Analysts within a region, Manage workflow and adherence to credit policy
Seniority
Mid-level, hands-on IC with potential for team leadership