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Portfolio Manager

Summary

The Commercial Portfolio Manager partners with Relationship Managers to provide credit analysis, underwriting, and portfolio management support for commercial and corporate borrowers. They lead loan structuring, origination, servicing, and risk mitigation in a fast-paced environment, working independently with guidance from team members and mentoring junior staff.

Key responsibilities include managing loan analysis, risk assessment, client relationships, and portfolio quality. The role involves understanding risk grading, credit appetite, and supporting complex client needs, including C&I and real estate borrowers. The manager collaborates with Relationship Managers to develop lending proposals and identify cross-sell opportunities. Additional duties encompass overseeing due diligence, documentation, and portfolio development.

Qualifications include 3-5 years of commercial underwriting experience, a bachelor’s degree or equivalent, strong analytical, communication, and organizational skills, and the ability to interpret financial and legal documents effectively.

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