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Portfolio Manager II

Job Description

Role Overview: The Portfolio Manager supports risk assessment and credit oversight of the loan portfolio, focusing on annual reviews, renewals, covenant compliance, and collections. Collaborating with Relationship Managers, they aim to grow a high-quality, profitable portfolio. Key Responsibilities Leading analysis, underwriting, origination, and management of loans within a growing commercial and corporate portfolio. Applying loan structuring, risk identification, and mitigation skills. Understanding and implementing the bank’s risk grading and credit policies. Managing relationships with C&I and CRE borrowers, including client engagement and cross-selling. Overseeing post-approval due diligence and loan documentation. Maintaining a targeted portfolio mix, ensuring credit quality and service standards. Mentoring junior team members and delegating tasks related to loan origination and servicing. Qualifications & Skills 3-5 years of commercial underwriting and portfolio management experience. Bachelor’s degree or equivalent work experience. Strong financial analysis, legal document interpretation, and decision-making skills. Excellent communication, organizational, and customer service abilities. Proficiency in Microsoft Office, especially Excel, Word, PowerPoint, and Outlook.