Commercial Portfolio Manager

This range is provided by Veritas Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Candidates must have a minimum of 3+ years' experience in a commercial credit analysis, underwriting or portfolio management capacity. Experience with C&I and ABL transactions is preferred. Formal credit training strongly preferred. Bachelor's degree required.

• Work independently to originate, analyze, process and serve loans primarily for high activity, high profile or more complex accounts.
• Independently prepare loan proposals and analysis customized to each potential deal.
• Perform portfolio management activities for existing loans to include loan structuring, interest rate conversions and repricings.
• Maintain a high level of member engagement and consult with members to ensure member satisfaction and appropriate relationship and portfolio management for each member.
• Ensure that all credit risk management activities including risk ratings and annual reviews are completed in a timely and accurate manner.
• Assist with preparation of competitive materials and the presentation of materials.
• Help drive a high level of member engagement with focus on preserving the existing loan portfolio, growing loan volume.
• Monitor credit compliance, analyze associated risks, and consult with leadership to develop an action plan for appropriate resolution.
• Monitor competitive issues and loan pricing for portfolio of assigned accounts.

Associate

Full-time

Analyst, Accounting/Auditing, and Finance

Banking and Financial Services