Portfolio Manager - Commercial Banking (Middle Market)
Core
Ensure objectives related to credit underwriting and internal portfolio management are met while supporting the workflow of the Commercial Team of Relationship Managers and lending associates.
Role type
Senior IC commercial banking portfolio manager (middle market)
Builds
Commercial loan portfolios for middle-market clients
Domain
Commercial Banking / Middle Market
Required skills
credit underwriting, portfolio management, financial statement analysis, cash flow analysis, loan structuring, client relationship management, risk management, regulatory compliance (SOX, covenants), business development
Preferred skills
Commercial Banking Training Program completion, valuation techniques
Technologies
Salesforce, CAMP reports, FAS 114 memo
Responsibilities
Serve as primary client contact for portfolio issues and renewals; drive loan closing processes; update client data and address maturities; prepare quarterly trend cards and risk ratings; approve loan advances and overdraft requests; mentor associates and provide training.
Seniority
Senior, hands-on IC