Senior Commercial Middle Market Portfolio Manager
Core
Manage a complex commercial middle market portfolio through financial analysis, risk assessment, and proactive monitoring of borrower performance.
Role type
Senior IC Commercial Portfolio Manager
Builds
Commercial loan portfolios for middle market clients
Domain
Commercial Banking / Credit Risk
Required skills
Financial analysis, Credit analysis, Risk assessment, Portfolio management, Credit structuring, Regulatory compliance, Client relationship management, Strategic planning, Team leadership, Data governance
Preferred skills
Coaching junior staff, Special projects leadership
Technologies
Electronic credit files, Portfolio performance reporting systems
Responsibilities
Maintain forward-looking view of client creditworthiness and communicate risk perspectives; Perform ongoing monitoring and periodic deal reviews to approve or recommend renewal, modification, or exit; Analyze historical financials and projections to ensure accurate risk ratings; Manage underwriting, approval, and documentation for transactions including new money and ancillary products; Review and recommend credit decisions and provide interpretation of credit policy; Ensure compliance with internal credit policies and regulatory guidelines; Manage a larger, more complex portfolio including higher-risk relationships; Provide guidance on deal structures, pricing, and risk mitigation strategies; Create and deliver portfolio performance reports for senior management; Review work product prepared by junior team members and provide coaching; Lead or participate in special projects and strategic initiatives.
Seniority
Senior, hands-on IC with supervisory responsibilities