Portfolio Manager III - Nonprofit & Institutional Banking

Portfolio Manager III - Nonprofit & Institutional Banking

The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and / or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.

Primary responsibilities include :

• Serve nonprofit clients - typically colleges and universities, private schools, religious organizations, associations & charities, and nonprofit healthcare - across a national footprint.
• Provide customized credit and banking solutions within this specialized industry to support working capital, capital expenditures, growth, and other strategic business needs.
• Operate within a relationship-focused model that emphasizes risk management, cross-functional collaboration, and long-term client partnerships.
• Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials.
• This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes, and procedures.
• This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
• This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)

What will you do?

What do you need to succeed?

What's in it for you?

Inclusion and Equal Opportunity Employment : City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.