Portfolio Manager

About Bankwell

Bankwell is a commercial bank with over $3 billion in assets, providing privately‑owned businesses, their owners and executives as well as high net worth individuals with personalized and technologically advanced banking solutions. We are committed to delivering exceptional service through a single‑point‑of‑contact, the Private Client Team, which represents an alignment of experienced financial professionals in support of businesses and individuals being well‑banked.

Full‑time

The Portfolio Manager supports the Private Client Team in managing and growing existing C&I client relationships and assisting with new client relationships. This role will also have a meaningful concentration of Health Care clients to support. The position is responsible for actively managing and providing oversight of the loan portfolio and depository relationships, while providing excellent customer service on behalf of the Private Client Team.

• Support the Private Client Team with managing loan and depository relationships.
• Analyze and review financial information to assess the financial strength and creditworthiness of lending relationships at origination and on an ongoing basis. Prepare financial models designed to sensitize various conditions impacting the proposed transaction, including cash flow, collateral schedules, covenant sensitivity calculations, and guarantor statement analysis.
• Monitor credit performance of customer portfolios and, as appropriate, elevate or remediate issues.
• Prepare credit and loan documentation by accurately compiling and organizing financial data, credit histories, and collateral information.
• Assist in collecting monthly, quarterly and annual financial statements from borrowers and guarantors, as required.
• Track covenant compliance and provide necessary documentation.
• Track and manage non‑performing, under‑performing or delinquent loans, if applicable.
• Review loan files to ensure that risk ratings are appropriate and prepare documentation to support any recommended changes.
• Participate in client meetings.
• Cross‑sell additional bank products and services.
• Participate in special projects, as needed.

• Minimum of 5 years of relevant C&I commercial banking experience. Experience in the Health Care sector is a strong plus – including but not limited to Skilled Nursing and Senior Housing Facilities.
• Proficient in Microsoft Suite with an emphasis on Excel, Word and PowerPoint.
• Proficiency with Abrigo is a plus.
• Extensive knowledge of credit products offered and regulatory requirements.
• Strong analytical skills to evaluate credit and financial issues.
• Strong client interface skills.
• Capable of contributing positively as part of a team.
• Effective teamwork and a willingness to help others.
• Strong attention to detail and highly organized.
• Excellent written and verbal communication skills.
• Thrives in a high‑pressure environment and can work with tight deadlines.
• Performs assigned tasks accurately and on a timely basis.
• Capable of recommending process improvements to enhance efficiency.
• Adheres to all applicable policies and procedures.
• Bachelor’s degree preferred.

Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain other state or local laws.

Please inform Bankwell’s Human Resources representative if you need assistance completing any forms or otherwise participating in the application process.