Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market
Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives
Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
Lead projects and teams or serve as a peer mentor

5+ 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 in Healthcare, Higher Education and Nonprofit Lending sectors
Ability to quickly evaluate direct and operating exposure situations on short deadlines driven by the RFP process
Advanced credit structuring and portfolio analysis skills, with ability to evaluate complex and unique lending situations
Demonstrated experience leading cross‑functional initiatives involving Credit, Risk, Relationship Management, and Operations
Strong understanding of commercial credit policy, regulatory considerations, and risk rating methodologies
Proven ability to mentor and guide peers or junior portfolio managers in underwriting quality, portfolio monitoring, and credit decisioning
Strong communication skills, with ability to present complex credit findings and recommendations to leaders and credit partners

Lead Commercial Banking Portfolio Manager

Key skills