Commercial Portfolio Manager
Core
Manage complex Wholesale Banking loan portfolios, performing credit analysis, underwriting, and risk monitoring for a diverse 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 / 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 assessment, covenant compliance monitoring, financial statement analysis, industry analysis, regulatory compliance knowledge, documentation review
Preferred skills
relationship management, cross-selling ancillary products, legal documentation review, watch committee presentations
Technologies
loan systems, credit review platforms, financial modeling tools
Responsibilities
Originate, monitor, and grow profitable Wholesale Banking relationships; Perform due diligence and prepare credit approval packages for new and existing loans; Monitor portfolio adherence to credit policy and commercial guidelines; Prepare annual reviews to assess financial performance and covenant compliance; Partner with Relationship Managers to identify new prospects and cross-sell opportunities; Review third-party due diligence documents and attorney-prepared loan documentation.
Seniority
Senior, hands-on IC
