Portfolio Manager Senior

Responsibilities

• Prepare comprehensive credit analyses for non-owner occupied commercial real estate loans to support credit approvals.
• Monitor real estate portfolio through periodic reviews of financial data, identifying negative trends, and conducting covenant checks.
• Review rent rolls, operating statements, and other financial documents for portfolio performance.
• Identify portfolio weaknesses and alert relevant teams to deteriorating conditions.
• Manage covenant compliance, update risk models, and ensure accurate loan coding and documentation.
• Oversee construction loan progress, review annual portfolio assessments, and manage upcoming maturities and renewals.
• Respond to loan review deficiencies and participate in client and portfolio review meetings.

Qualifications & Skills

• Bachelor’s degree in business, accounting, or finance; Master’s preferred.
• Minimum of 7 years of experience in commercial credit, underwriting, or portfolio management.
• Experience underwriting commercial real estate loans.
• Proficiency in Microsoft Office suite.