Hybrid Senior Commercial Banking Portfolio Manager – Specialized Industries

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About the role

  • Senior Commercial Banking Portfolio Manager overseeing client credit portfolios for specialized industries in the US. Involves due diligence, financial analysis, and stakeholder collaboration.

Responsibilities

  • Manage a complex credit portfolio of client relationships
  • Research complex financial and credit information for commercial businesses according to business unit standards
  • Conduct due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Manage portfolio monitoring, renewals and annual reviews
  • Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

Requirements

  • 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience with complex credit, underwriting, and debt structure for Middle Market clients
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Completion of a formal credit training program
  • Ability to perform in depth financial statement analysis including spreading financials and experience with complex modeling
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Experience developing and maintaining external and internal partnerships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Experience with nCino a plus
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • Ability to work in a fast paced, deadline driven environment
  • Bachelor’s degree in finance, accounting, business or related field

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Job title

Senior Commercial Banking Portfolio Manager – Specialized Industries

Job type

Experience level

Senior

Salary

$100,000 - $196,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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