Jobs · Finance · California

Commercial Portfolio Manager- CRE

Fifth Third Bank · Costa Mesa, CA · 3 wk ago
FinanceFull-time

About the role

The Commercial Senior Portfolio Manager plays a crucial role in managing a portfolio of accounts, reviewing and recommending credit decisions, and working closely with the Credit Analyst to monitor and manage the portfolio.

Responsibilities

  • Meet with clients and participate in business development calls
  • Assess prospective client's viability for credit
  • Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants
  • Generate commitment letters
  • Provide business partners with credit lending policy interpretation
  • Perform final risk rating analysis
  • Capture and document credit decisions, conditions, and modifications
  • Collaborate with the Credit Analyst to perform portfolio management duties
  • Establish and maintain Investor Group on lender portal
  • Perform monitoring actions and conduct periodic deal reviews
  • Execute decisions to renew or modify deals
  • Communicate directly with clients regarding credit events and actions as needed
  • Pitch the most complex deal structures
  • Focus on continuous learning to stay updated with market dynamics
  • Subject-matter expert, mentor to more junior PMs and Credit Analysts
  • Leverage expertise to provide partners insights into the Bank's different lines of business and the related economics

Requirements

Minimum qualifications include a bachelor's degree in Business (e.g., Business Administration, Finance, or Accounting), at least 8 years of credit analysis and/or loan review experience in CRE credit/underwriting, highly proficient analytical skills, critical thinking, and communication skills, professional presence, and experience managing an advanced commercial client portfolio with complexity.

Skills

  • Financial and risk analysis, including financial modeling
  • Effective problem-solving
  • Proficiency with technology and ability to learn new applications

Benefits

At Fifth Third, we offer a comprehensive benefits package that includes physical, financial, emotional, and social well-being support. For more details, visit our careers page: https://www.53.com/content/fifth-third/en/careers/benefits.html.

Pay

Commercial Portfolio Manager- CRE Total Base Pay Range: $96,500.00 - $207,500.00 USD Annually

Schedule

Normal office environment with little exposure to dust, noise, temperature and the like. Some travel may be required.

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