Senior Commercial Banking Portfolio Manager

Responsibilities

• Manage a complex credit portfolio, including Commercial & Industrial (C&I), Commercial Real Estate, and Investor Real Estate relationships.
• Perform financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within the Commercial Banking Portfolio Management functional area.
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors.
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team to meet project deliverables, leveraging a solid understanding of the function, policies, procedures, and compliance requirements.
• Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid‑level managers to resolve issues and achieve goals.
• Lead projects and teams or serve as a mentor for less experienced individuals.

• 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.
• Proven ability to manage client relationships and collaborate with cross‑functional teams.
• Ability to thrive in a fast‑paced, dynamic environment while managing multiple priorities.
• 4+ years of experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.
• Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.
• Demonstrated leadership and mentorship capabilities.
• Excellent communication and presentation skills, with the ability to convey complex financial information clearly.
• In-depth knowledge of industry standards, banking regulations, and compliance requirements.
• Familiarity with the Bank’s software and credit risk management tools.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• Completion of formal credit training program.