The Portfolio Manager supports the commercial lending team by managing a portfolio of commercial loans, ensuring credit quality, risk management, and strong client relationships.
Essential duties include serving as the primary contact for clients, conducting portfolio reviews, analyzing financial statements, and preparing credit memos.
They collaborate with lenders to support new business, monitor loan performance, identify credit issues, and partner with credit analysts and loan operations for smooth servicing.
The role involves participating in community activities, ensuring compliance with regulations, and handling special projects.
Qualifications include a bachelor’s degree or equivalent, 3+ years of experience in commercial banking or credit analysis, strong understanding of loan structures, excellent communication skills, and proficiency in relevant software.