Vice President, Portfolio Management (Commercial Upper Middle Market- West Region)
Core
VP responsible for financial analysis, underwriting, and ongoing credit monitoring for multimillion-dollar corporate credit requests to grow funded assets while maintaining moderate risk.
Role type
Senior IC commercial credit underwriter and portfolio manager
Builds
Corporate credit facilities, term loans, leases, and derivatives for commercial clients
Domain
Commercial Banking / Corporate Lending
Required skills
Financial statement analysis, credit risk assessment, transaction structuring, covenant monitoring, regulatory compliance (KYC/OFAC), industry white paper creation
Preferred skills
MBA, syndicated deal experience, asset recovery management
Technologies
Financial modeling tools, credit rating systems, legal documentation platforms
Responsibilities
Analyze financial data and model future performance for high-value clients; structure complex transactions and prepare underwriting documents; monitor portfolio accounts for covenant compliance and risk ratings; manage approval processes for lending commitments and amendments; identify problem accounts and work with Asset Recovery; establish client relationships and conduct site visits; provide guidance to junior staff.
Seniority
Senior, hands-on IC with leadership responsibilities