Job Description
We are seeking an experienced Senior Portfolio Manager to support a commercial and middle market team onsite. In this role, you will lead loan analysis, underwriting, origination, and portfolio management for a growing client base, including both C&I and real estate borrowers. Your responsibilities include risk assessment, loan structuring, and ensuring compliance with risk grading methodologies and credit policies. You will collaborate with Relationship Managers to develop lending proposals, identify cross-sell opportunities, and manage client relationships. Oversight of post-approval due diligence and loan documentation is essential. Additionally, you will mentor junior team members, delegate tasks, and provide guidance to develop their skills.
Qualifications Include
6-8 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 skills
Proficiency in Word, Outlook, PowerPoint, and advanced Excel skills
This role demands a team-oriented individual capable of balancing multiple priorities in a deadline-driven environment, with a focus on maintaining credit quality and fostering client relationships.