Commercial Portfolio Manager II
Core
Manage a portfolio of commercial accounts, including deal structuring, credit decisions, risk monitoring, and client communication.
Role type
Senior IC commercial portfolio manager
Builds
Commercial loan portfolios and credit structures
Domain
Commercial Banking / Credit Risk
Required skills
Financial modeling, credit analysis, risk assessment, financial statement review, deal structuring, client negotiation, regulatory compliance, financial covenants definition, collateral valuation, credit decision documentation
Preferred skills
Process improvement, mentoring junior analysts, business development support
Technologies
Lender portal systems, financial modeling software
Responsibilities
Review and recommend credit decisions, define deal structures and credit terms, monitor borrower financials and risks, communicate with clients regarding credit events, perform periodic deal reviews, mentor Credit Analysts, generate commitment letters, execute deal renewals or modifications
Seniority
Mid-Senior, hands-on IC