Commercial Portfolio Manager (Healthcare)
Core
Manage a loan portfolio of complex Wholesale Banking credits, performing credit analysis, underwriting, and risk management for 20–25+ relationships totaling $175M+ in commitments.
Role type
Senior IC Commercial Portfolio Manager (Wholesale Banking)
Builds
Credit approval packages, risk assessments, and monitoring reports for diverse industries including manufacturing, distribution, and professional services.
Domain
Financial Services / Commercial Banking / Wholesale Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (credit facilities and risk management)
Required skills
Credit analysis, underwriting, portfolio management, risk assessment, covenant compliance monitoring, financial statement analysis, due diligence, regulatory compliance knowledge
Preferred skills
Business Administration, Finance, or Accounting degree
Technologies
Loan systems, credit monitoring tools
Responsibilities
Originate, monitor, and grow profitable Wholesale Banking relationships; prepare credit approval packages and risk ratings; conduct annual reviews and covenant compliance checks; partner with Relationship Managers on new client opportunities; resolve documentation exceptions and monitor loan maturities.
Seniority
Senior, hands-on IC
