Specialty Finance Portfolio Manager
Listed on 2026-01-16
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Finance & Banking
Financial Analyst, Risk Manager/Analyst
Overview
About the Role:
The Specialty Finance Portfolio Manager safeguards credit quality and data integrity across a portfolio of Specialty Finance relationships; ensures timely risk grading; executes covenant testing and Annual Loan Reviews; delivers analysis that supports risk ratings; partners with RMs/Risk/Support; and maintains full regulatory and policy adherence.
- Responsible for the on‑going monitoring of the Specialty Finance portfolio of relationships, including credit quality and data integrity.
- Responsible for ensuring that loans in the Specialty Finance portfolio are appropriately risk graded and that risk grading changes are made in a timely manner.
- Monitors client operating performance and financial condition and proactively identifies issues through covenant testing and Annual Loan Reviews.
- Utilizes Moody’s, Standard & Poor’s, and other financial websites.
- Sources reports from credit bureaus, rating agencies, and other financial websites.
- Delivers financial, industry and economic analyses and other activities to support current risk rating.
- Interfaces relationship managers, risk officers, and support staff to ensure the ongoing quality of credit files.
- Regular interaction with clients to obtain financial information and discuss financial performance.
- Responsible for adherence to credit policies, guidelines and applicable regulatory requirements.
- 5–10 years in credit/portfolio management within Specialty Finance or commercial lending.
- Working knowledge of rating agency criteria and bureaus.
- Strong analysis/writing/presentation.
- Proficiency in nCino, Salesforce/Elevate, and MS Office.
- Bachelor’s degree in business, Finance, or Accounting, or equivalent related experience.
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws.
Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305‑577‑7207 or by email at talen
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