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Commercial Portfolio Manager - Birmingham, AL

Commercial Portfolio Manager - Birmingham, AL

FinTrust ConnectBirmingham, Alabama, United States
1 day ago
Job type
  • Full-time
  • Quick Apply
Job description

Commercial Portfolio Manager -Birmingham, AL

FinTrust Connect has partnered with a community-focused regional banking institution to identify a skilled Commercial Portfolio Manager. This role supports a growing credit team focused on commercial and CRE portfolios, providing underwriting, portfolio management, and client service expertise. You'll play a critical part in structuring deals, assessing credit risk, and ensuring seamless loan servicing alongside Relationship Managers.

Why this opportunity?

  • Culture : Relationship-driven, growth-minded, and compliance-oriented
  • Workplace : Hybrid (2 days in office / 3 days at home) in Birmingham, AL
  • Function : Partner with Relationship Managers to underwrite, structure, and service commercial loans and deposits while ensuring regulatory and policy compliance

Requirements :

  • 4-6 years of experience in credit analysis or commercial banking
  • Bachelor's degree in Finance, Accounting, Business, or related field
  • In-depth knowledge of federal and state lending regulations
  • Proficiency in Microsoft Excel and Word
  • Experience with middle market underwriting and portfolio management
  • Familiarity with commercial loan structuring and documentation
  • Description :

  • Analyze financial statements and prepare credit memos for new and renewed commercial loan requests
  • Partner with Relationship Managers on client calls and credit presentations
  • Support portfolio management through covenant tracking, annual reviews, and compliance monitoring
  • Ensure accurate loan grading and recommend updates based on risk changes
  • Work with internal partners including Credit Administration, Loan Ops, and Legal to ensure documentation and compliance
  • Use specialized tools (e.g., CRE analysis platforms) to evaluate complex transactions
  • Monitor documentation exceptions and support audit readiness
  • Stay informed of industry trends, regulatory updates, and internal policy changes
  • Create a job alert for this search

    Commercial Portfolio Manager • Birmingham, Alabama, United States

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