Credit Products Commercial Portfolio Manager

About the role

The Credit Products Commercial Portfolio Manager role is client-facing and involves independently managing the entire commercial credit process, working directly with prospects and clients to develop optimal financing structures.

Primary Responsibilities

• Executes on the Bank’s commercial loan origination strategy
• Underwrites, structures, and documents prospect and client transactions above a designated threshold
• Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues, and developing remediation and underwriting on a timely basis
• Ensures all credit process metrics are within prescribed tolerances
• Maintains accountability for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrices for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects
• Reviews interim new money requests for relationships managed up to a defined limit

Requirements

• Bachelor’s degree in Finance, Accounting or a related field
• Three (3) years of experience in commercial underwriting

Preferences

• Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)

Skills and Competencies

• Ability to work collaboratively with multiple stakeholders
• Strong analytical and problem-solving skills
• Strong verbal and written communication skills
• Well-organized, detail-oriented, and able to multi-task

Pay and Benefits

• Pay range is job-specific and serves as a market reference for compensation decisions. Factors such as experience, skills, knowledge, contribution, job location, and performance impact pay.
• Minimum job range: $73,378.80 USD
• Median: $86,490.00 USD
• This position is exempt from overtime pay and is incentive eligible.
• Benefits include paid vacation/sick time, 401K with company match, medical, dental, and vision benefits, disability benefits, health savings account, flexible spending account, life insurance, parental leave, employee assistance program, and associate volunteer program.