Onsite Commercial Portfolio Manager I

Posted 30 minutes ago

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About the role

  • Commercial Portfolio Manager supporting loan and deposit portfolios of Relationship Managers. Analyzing financial information, ensuring compliance, and building positive relationships with clients and partners.

Responsibilities

  • Supports the commercial loan and deposit portfolio of one or more Relationship Managers providing quality underwriting, sound portfolio management, and superior client service.
  • Analyzes financial information to evaluate credit worthiness of new loan requests and on-going Portfolio Management activities.
  • Completes industry research, compiles commercial loan packages ensuring completeness and accuracy of information provided.
  • Guides the loan request through the Credit Approval Process and assures compliance with regulations.
  • Builds and maintains positive relationships with internal business partners and clients.

Requirements

  • Four-year degree in Business Administration, Finance, Accounting or related field
  • Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market.
  • Familiarity with loan structuring and loan documentation is required.
  • Knowledge in accounting and lending principles
  • In-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.

Benefits

  • Health insurance
  • Professional development training

Job title

Commercial Portfolio Manager I

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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