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Portfolio Manager Senior

Job Description

Role Overview: The Portfolio Manager – PRO CRE is responsible for conducting comprehensive credit analyses on non-owner occupied commercial real estate loans to support the credit approval process. Key Responsibilities Review rent rolls, operating statements, and financial data to identify trends and issues. Monitor portfolio health, identifying weaknesses and alerting relevant teams. Prepare covenant checks and manage loans that are out of compliance. Oversee construction loan progress through inspections and borrower projections. Conduct annual reviews and update risk models like Loss Given Default and Probability of Default. Manage upcoming loan maturities and renewals in collaboration with Relationship Managers. Track past dues and overdrafts, working with teams to resolve issues. Ensure accurate coding and documentation of loans in the system, aligning with loan agreements. Review loan documentation and respond to deficiencies. Participate in client and portfolio review meetings as needed. Qualifications & Skills Bachelor’s degree in business, accounting, or finance; Master’s preferred. Minimum 7 years of experience in commercial real estate loan underwriting or similar roles. Experience in commercial credit analysis, underwriting, or portfolio management. Proficiency in Microsoft Office Suite.