Supports the commercial loan and deposit portfolio of Relationship Managers providing quality underwriting, sound portfolio management, and superior client service.
Analyzes financial information to evaluate credit worthiness of loan requests and manage ongoing portfolio activities.
Completes industry research and compiles commercial loan packages ensuring accuracy.
Guides loan requests through Credit Approval Process ensuring compliance with regulations and Bank policies.
Monitors and services large commercial loan portfolios, manages risk grading, and assists Relationship Managers in credit presentations.

Four-year degree in Business Administration, Finance, Accounting or related field
Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market.
Familiarity with loan structuring and loan documentation is required.
Knowledge in accounting and lending principles, as well as excellent oral and written communication skills.
Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.

Commercial Portfolio Manager

Key skills