We are seeking talented Portfolio Managers across multiple commercial lending channels (Lender Finance, Sponsor Finance, Corporate Banking, Middle Markets, & CRE). Geography: Remote

Role: Primary responsibilities include underwriting, approving, monitoring, and maintaining the credit quality of a loan portfolio. Portfolio Managers maintain working relationships with the customers. Additional responsibilities include:

  • Manage a portfolio of commercial accounts – typically 15-40 relationships.
  • Maintain working relationships with customers and Agent Banks.
  • Prepare Approval Memos, Modifications and Portfolio Reviews (for new approvals, renewals, amendments, etc.).
  • Work with the Relationship Manager to discuss appropriate credit structures using in-depth credit analysis and industry and company research while also ensuring compliance with all external and internal policies.
  • Collect and track borrower financial
  • Set up required reporting and covenant tracking ticklers for new customers.  Ensure loans are properly booked and coded.
  • Ensure compliance with applicable federal, state and local laws and regulations.