Portfolio Manager

Robert Half is seeking a Portfolio Manager Consultant for an exciting fully onsite opportunity with a local bank in Brick, NJ. This role will support the continued growth of the Commercial Banking team by managing and analyzing a portfolio of commercial relationships while partnering closely with Commercial Lenders. The Portfolio Manager II AVP will be responsible for supporting a Commercial Lender and assigned portfolio, helping maintain credit quality, monitoring risk, coordinating financial reporting, and preparing credit recommendations. Portfolios may include a mix of Commercial Real Estate (CRE), Commercial & Industrial (C& I), Construction, and SBA loans, ranging from approximately $150MM to $300MM+.Key ResponsibilitiesManage an assigned portfolio of commercial customers with oversight from a Commercial Loan OfficerMaintain ongoing business relationships with current customers and serve as a secondary commercial services contactSupport and oversee reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler trackingCoordinate the collection, tracking, and review of financial statements, tax returns, and loan covenants/conditionsPrepare and coordinate loan modifications, renewals, and extensionsMonitor assigned accounts for early warning signs of financial weakness or other risks and collaborate with leadership on action plansPrepare, update, and maintain credit files in both paper and electronic formatsUnderwrite new and complex commercial loan transactions and requests within the assigned portfolioDevelop and present credit recommendations to the appropriate level of credit administrationServe as a primary or secondary customer contact, as assigned by the Commercial Loan OfficerSupport execution and collection of loan documentationAssist with internal and external audits, loan review, compliance, and regulatory examinationsMaintain working knowledge of bank operating policies and procedures that impact commercial servicesHelp support Commercial Lenders in achieving annual operating plan goalsCoordinate effectively with internal departments to ensure efficient information flowRespond to internal and external inquiries within established timeframes and policy guidelines Education:Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field requiredFormal credit training in CRE/C& I and Personal Cash Flow Analysis preferredSkills:Proficiency with Microsoft Office, including Excel, Word, and OutlookExcellent writing, grammar, math, and communication skillsStrong organizational skills with the ability to proactively manage and prioritize workflowThorough knowledge of current lending, loan review, and banking regulations, procedures, and operationsStrong ability to analyze and interpret business, CRE, and personal financial statements5+ years' experience in a similar position in the banking industry Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.