About the role

  • Portfolio Manager supporting Commercial Real Estate clients through credit analysis and portfolio management. Evaluating loan opportunities and managing risk while contributing to client growth.

Responsibilities

  • Analyze borrower financials, property performance, and market data to evaluate new and existing loan opportunities
  • Manage portfolio risk by monitoring loan performance and ensuring accurate, timely risk ratings
  • Partner with Relationship Managers to support client relationships and deliver responsive service
  • Prepare clear, comprehensive credit presentations and approval materials
  • Ensure compliance with lending policies, regulatory guidelines, and internal procedures
  • Monitor repayment activity, covenant compliance, and overall financial condition of borrowers
  • Support due diligence and underwriting for new client opportunities and transactions
  • Contribute to special projects and mentor junior team members as needed

Requirements

  • Bachelor’s degree in Finance, Accounting, or related field (or equivalent experience)
  • 4+ years of experience in Commercial Real Estate or credit analysis
  • 4+ years managing or analyzing complex credit transactions
  • 3+ years in sales or business development (preferred)
  • 1+ year of formal credit training (preferred)
  • CFA (Chartered Financial Analyst) designation (preferred)
  • Valid driver’s license and reliable transportation (preferred)

Benefits

  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Job title

Portfolio Manager – VP

Job type

Experience level

Lead

Salary

$83,580 - $143,280 per year

Degree requirement

Bachelor's Degree

Location requirements

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