Commercial Portfolio Manager
Core
Manage a loan portfolio of Wholesale Banking credits, performing credit analysis, underwriting, and risk management for relationships ranging from simple to moderate complexity.
Role type
Commercial Portfolio Manager (Wholesale Banking)
Builds
Loan portfolio products including lines of credit, term notes, and owner-occupied real estate for clients in industries such as general C & I, manufacturing, distribution, professional services, and transportation.
Domain
Banking / Wholesale Lending
Required skills
Credit analysis, underwriting, portfolio management, risk management, covenant compliance monitoring, financial statement analysis, regulatory compliance knowledge, cross-selling ancillary products
Preferred skills
Credit analysis training or certificate, experience working with Credit Analysts and Commercial Underwriters, knowledge of Anti-Money Laundering and OFAC regulations
Technologies
Loan systems, electronic file depositories, master loan agreement tracking reports
Responsibilities
Originate, monitor, and grow profitable Wholesale Banking relationships; prepare credit approval packages and due diligence for new and existing loans; conduct annual reviews to assess financial performance and covenant compliance; verify coding and risk ratings on the loan system; resolve document exceptions and monitor loan maturities; identify cross-sell opportunities for ancillary bank products.
Seniority
Mid-level, hands-on IC