Commercial Portfolio Manager II - Equipment Finance
Core
Managing a portfolio of commercial loans and underwriting transactions for equipment finance, ensuring borrower performance and risk profile through financial analysis and proactive monitoring.
Role type
Senior IC commercial portfolio manager (equipment finance)
Builds
Commercial loan portfolios and credit risk assessments
Domain
Banking / Commercial Lending / Equipment Finance
Required skills
credit analysis, financial statement analysis, underwriting, covenant structuring, risk rating assessment, collateral evaluation, regulatory compliance, financial modeling, strategic reporting
Preferred skills
mentoring junior team members, client relationship management, industry trend analysis
Technologies
financial modeling tools, credit risk systems, electronic file management systems
Responsibilities
Maintain forward-looking view on client creditworthiness; perform periodic deal reviews and execute renewal/modification decisions; analyze historical financials and projections; manage underwriting and documentation for new money, extensions, and ancillary products; review and recommend credit decisions; create portfolio performance reports for senior management; provide performance feedback to credit analysts.
Seniority
Senior, hands-on IC with supervisory responsibilities