Onsite Commercial Portfolio Manager – II

Posted 2 hours ago

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About the role

  • Commercial Portfolio Manager overseeing credit analysis for loan and deposit portfolios supporting Relationship Managers. Engaging in financial evaluations, industry research, and credit processes within the Bank.

Responsibilities

  • Supports the commercial loan and deposit portfolio of one or more Relationship Managers
  • Analyzes financial information to evaluate the credit worthiness of new loan requests
  • Completes industry research, as needed, supporting existing and new Customers to the Bank
  • Compiles commercial loan packages ensuring completeness and accuracy of information provided
  • Guides the loan request through the Credit Approval Process
  • Monitors and services the large commercial loan portfolios of the supported Commercial Bankers
  • Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans
  • Remains knowledgeable of all laws and regulations governing lending activities.
  • Builds and maintains positive working relationships with internal business partners and external contacts.

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
  • 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.
  • Proficient in Microsoft Excel and Word.

Benefits

  • Health insurance
  • Professional development
  • Paid time off
  • Flexible work arrangements

Job title

Commercial Portfolio Manager – II

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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