Commercial Portfolio Manager Healthcare
Core
Managing complex Wholesale Banking loan portfolios, performing credit analysis and underwriting, and monitoring risk for a range of industries including manufacturing, distribution, and professional services.
Role type
Senior IC Commercial Portfolio Manager (Wholesale Banking)
Builds
Loan portfolios consisting of lines of credit, term notes, and real estate for wholesale clients
Domain
Banking / Credit Risk / Wholesale Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit analysis, underwriting, portfolio management, risk assessment, financial statement analysis, regulatory compliance, loan documentation, industry analysis, negotiation, cross-selling ancillary products
Preferred skills
Syndication and participation credits, advanced underwriting of complex commercial credits, knowledge of non-credit bank products
Technologies
Microsoft Office Suite, loan systems, financial calculators
Responsibilities
Originate, monitor, and grow profitable Wholesale Banking relationships; perform due diligence and prepare credit approval packages; conduct ongoing portfolio management and covenant compliance reviews; prepare annual administrative reviews; assist Relationship Managers in client servicing and prospecting; resolve documentation exceptions and monitor loan maturities.
Seniority
Senior, hands-on IC
