CRE Portfolio Manager - Orleans, LA

Fin Trust Connect has partnered with a well-capitalized and growing financial institution to identify Portfolio Managers for its expanding Commercial Real Estate (CRE) lending platform. This search is for a junior opportunity supporting sophisticated commercial lending transactions across multiple CRE asset classes. The organization offers strong career growth, collaborative leadership, and exposure to complex credit and portfolio management work within a dynamic banking environment.

• Culture: Collaborative and credit-focused environment with strong mentorship, team interaction, and long-term advancement opportunities. Professionals work closely with Relationship Managers, underwriting teams, and credit leadership on sophisticated commercial real estate transactions
• Workplace: On-site in New Orleans, LA
• Function: This role focuses on commercial real estate underwriting, credit analysis, portfolio monitoring, and risk management across a diverse CRE portfolio including multifamily, office, retail, industrial, hospitality, and senior living assets

• 1–3 years of experience in commercial banking, underwriting, credit analysis, or CRE lending
• Strong Excel and financial analysis capabilities
• Bachelor's degree in Finance, Accounting, Business, or related field preferred
• Exposure to financial statement analysis and underwriting fundamentals

• Financial statement and cash flow analysis
• Credit approval documentation
• Risk assessment and portfolio monitoring
• Microsoft Excel and financial spreading software
• Experience with one or more CRE asset classes including multifamily, office, retail, industrial, hospitality, or senior living preferred

• Prepare comprehensive credit analyses and underwriting packages for commercial real estate loans
• Analyze borrower financial statements, rent rolls, operating statements, collateral performance, and cash flow
• Support new loan originations, renewals, extensions, and modifications
• Assist with loan structuring, covenant analysis, and credit approval documentation
• Review appraisals, market studies, and transaction due diligence materials
• Participate in client meetings and deal discussions alongside Relationship Managers
• Monitor portfolio performance and identify emerging credit risks or negative trends
• Perform covenant testing, annual reviews, and ongoing portfolio maintenance
• Track loan maturities, construction progress, overdrafts, and past due activity
• Maintain accurate risk ratings, loan coding, and portfolio reporting documentation
• Collaborate with lending and credit teams to proactively manage overall portfolio quality