Manage a complex credit portfolio of client relationships
Research complex financial and credit information for commercial businesses according to business unit standards
Conduct due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting
Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
Manage portfolio monitoring, renewals and annual reviews
Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience with complex credit, underwriting, and debt structure for Middle Market clients
Knowledge and understanding of commercial and specialty group banking products and services
Completion of a formal credit training program
Ability to perform in depth financial statement analysis including spreading financials and experience with complex modeling
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Experience developing and maintaining external and internal partnerships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Experience with nCino a plus
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
Ability to work in a fast paced, deadline driven environment
Bachelor’s degree in finance, accounting, business or related field

Senior Commercial Banking Portfolio Manager – Specialized Industries

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