Vice President, Portfolio Management (Commercial Upper Middle Market- West Region)
Core
VP responsible for financial analysis, underwriting, and ongoing risk 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
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial statement analysis, credit risk assessment, transaction structuring, covenant monitoring, regulatory compliance (KYC/OFAC), client relationship management
Preferred skills
MBA, syndicated deal experience, industry white paper development
Technologies
Financial modeling tools, credit rating systems, legal documentation platforms
Responsibilities
Analyze financial data and model future performance for high-value clients; structure complex credit transactions; prepare underwriting documents identifying risks and mitigants; monitor portfolio accounts for covenant compliance and liquidity; manage approval processes for lending commitments and amendments; review legal documentation including credit agreements and security pledges; provide guidance to junior staff.
Seniority
Senior, hands-on IC with leadership responsibilities
