The individual in this role will manage a portfolio of corporate healthcare borrowers across all the different subsectors (e.g. pharma, insurance, hospitals, medical equipment, home health).
PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit structures, pricing, etc.
PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
At least 8 years credit analysis and/or loan review experience in Commercial Banking that includes expertise in the Healthcare sector.
Experience with nCino is a plus.
Highly proficient analytical skills, critical thinking and communication skills.
Professional presence (client-facing).
Experience managing an advanced commercial client portfolio with a great deal of complexity.
Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
Expertise in financial and risk analysis, including financial modeling.
Demonstrated expertise in using effective problem solving.
Proficient with technology and ability to learn new applications.

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Senior Portfolio Manager – National Healthcare

Key skills