Commercial Loan Portfolio Manager
Core
Underwriting, credit monitoring, and managing a $50-$200 million portfolio of Commercial Banking relationships.
Role type
Commercial Loan Portfolio Manager
Builds
Commercial loan portfolio and client relationships
Domain
Commercial Banking / Credit Risk
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
commercial underwriting, credit monitoring, portfolio management, relationship management, business development, analytical problem solving, credit quality assessment, cash-flow evaluation, collateral-based loan evaluation, cross-selling, regulatory compliance knowledge, MS Excel/Word/PPT proficiency
Preferred skills
coaching and mentoring, subject matter expertise, public presentation
Technologies
MS Excel, MS Word, MS PowerPoint
Responsibilities
Analyze financial data to determine merits of loan requests and make formal recommendations; Partner with Commercial Relationship Managers as client point of contact; Ensure portfolio administration and risk management compliance with credit policy and regulations; Attend customer meetings to expand relationships and cross-market bank products; Evaluate client information for complex credit problems; Risk-rate loans and make lending decisions within limits; Conduct due diligence on new client relationships; Monitor loan repayment activities and collect past due accounts; Maintain knowledge of bank regulations (BSA, Reg CC, Reg E) and complete required training.
Seniority
Mid-Senior, hands-on IC
