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.
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