Sr. Portfolio Manager

Job Summary

The Sr Portfolio Manager is a key member of the banking team responsible for managing an assigned portfolio's underwriting quality, portfolio administration, and credit quality. This role ensures the portfolio's health and compliance with regulatory standards while identifying opportunities to enhance customer relationships by offering tailored financial products and services.

Essential Job Functions

Underwriting and Credit Analysis

• Perform in‑depth credit analysis and risk assessment for new loan requests and portfolio reviews.
• Structure credit solutions that align with customer needs and the bank's risk appetite.
• Ensure adherence to the bank’s credit policies, underwriting standards, and regulatory requirements.
• Underwrite and obtain credit approval for 2–4 commercial loans each month.
• Oversee the performance of the assigned portfolio, including compliance with credit agreements and covenants.
• Monitor financial performance, market trends, and repayment behaviours of portfolio clients.
• Maintain detailed and accurate records of portfolio activities, communications, and risk assessments.

Credit Quality Assurance

Customer Relationship Development

Cross‑functional Collaboration

Strategic Insights and Reporting

Qualifications / Requirements

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

Education

Associate’s degree and related on‑the‑job experience required.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Finance and Analyst

Industries

Banking

#J-18808-Ljbffr