Commercial Portfolio Manager
Core
Manage a loan portfolio of complex Wholesale Banking credits, performing credit analysis, underwriting, and risk management for 20–25+ relationships totaling $175+ million.
Role type
Senior IC Commercial Portfolio Manager
Builds
Wholesale Banking loan portfolios and credit facilities
Domain
Banking / Wholesale Lending
Required skills
Credit analysis, Underwriting, Portfolio management, Risk assessment, Financial statement analysis, Covenant compliance monitoring, Regulatory compliance knowledge, Cross-selling ancillary products, Documentation review, Industry analysis
Preferred skills
Bachelor's degree in Business Administration, Finance, or Accounting
Technologies
Loan systems, Credit review platforms
Responsibilities
Perform due diligence and credit analysis for new and existing loans; Monitor portfolio adherence to credit policy and regulatory guidelines; Prepare credit approval packages and annual administrative reviews; Partner with Relationship Managers to originate and grow profitable banking relationships; Verify coding, risk ratings, and expected loss ratios in loan systems; Identify and recommend cross-sell opportunities for ancillary bank products.
Seniority
Senior, hands-on IC