Commercial Portfolio Manager
Core
Manage a loan portfolio of Wholesale Banking credits (15-25 relationships, $50-75M) involving credit analysis, underwriting, and risk monitoring for clients in industries like manufacturing, distribution, and professional services.
Role type
Commercial Portfolio Manager (Wholesale Banking)
Builds
Loan agreements, credit approval packages, risk assessment reports, and client servicing documentation.
Domain
Banking / Wholesale Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Credit analysis, underwriting, portfolio management, risk management, financial statement analysis, loan documentation, regulatory compliance, cross-selling ancillary products
Preferred skills
Credit analysis training/certificates, relationship management experience, knowledge of non-credit bank products, advanced underwriting skills
Technologies
Microsoft Office Suite, loan systems, financial calculators
Responsibilities
Perform due diligence and credit analysis for new and existing loans; monitor portfolio adherence to credit policy and regulatory guidelines; prepare annual reviews and covenant compliance assessments; partner with Relationship Managers to originate and grow profitable banking relationships; review borrowing base certificates and verify liquidity; identify and recommend cross-sell opportunities.
Seniority
Mid-level IC
