Institutional Client Group Credit Senior Portfolio Manager - Core Middle Market Originations
Core
Lead a new Core Middle Market Originations team to underwrite new prospect relationships with companies generating $50M–$250M in annual revenue, balancing growth with sound risk management.
Role type
Senior IC portfolio manager with team leadership
Builds
New client credit relationships and credit structures for middle market companies
Domain
Commercial banking / Middle market lending
Required skills
Middle market commercial lending and underwriting, new client acquisition, credit structuring, risk rating methodologies, team building, regulatory compliance
Preferred skills
Leveraged lending guidance, loan origination systems (nCino), strategic management, client-facing partnerships
Technologies
nCino
Responsibilities
Build and lead a team of portfolio managers; underwrite new prospect opportunities from assessment to closing; review and approve credit requests within delegated authority; partner with Relationship Managers on prospect calls; manage pipeline and drive timely turnaround; ensure credit processes and compliance
Seniority
Senior, hands-on IC with leadership