Team Lead Portfolio Management, Commercial

About the role

The Team Lead Portfolio Management, Commercial Banking manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives. This role supervises a team of Portfolio Managers and Credit Analysts and contributes to the organizational development of employees through 1:1 interactions, active career planning, and mentorship.

Responsibilities

• Assignment, management, and prioritization of ongoing workflow
• Mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback
• Serve as the liaison with assigned commercial banking teams, ensuring new business activities are prioritized while managing portfolio management responsibilities
• Directly manage a small portfolio of the most complex and important accounts, overseeing portfolio management tasks including annual reviews, renewals, covenant testing, reporting exceptions, and documentation exceptions
• Review credit approval presentations, focusing on the accuracy of data and analysis, ensuring risks are identified and mitigated, and structuring lending relationships within the bank’s risk tolerance
• Provide a layer of quality control in the underwriting process by reviewing work and providing feedback to Portfolio Managers and Credit Analysts to ensure comprehensive and accurate underwriting documents
• Act as a primary point of contact between commercial credit and the lending teams, managing new business pipelines and portfolio management activities, and serving as a credible challenge to the lending teams to ensure all portfolio management expectations are met

Requirements

• Bachelor's degree in business, finance, or accounting; Master’s degree preferred
• Formal credit training from a respected bank, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures
• 10+ years' financial services experience with a working knowledge of the banking environment, products, and all supporting processes and technology; commercial credit experience highly preferred
• Prior experience managing a team preferred but not required
• Excellent verbal and written communications skills
• Strong analytical, organizational, and time management skills
• Proven ability to manage tasks in a timely and efficient manner
• Strong interpersonal skills with a proven ability to establish client relationships and work within a team environment

Qualifications

• Bachelor's degree in business, finance, or accounting; Master’s degree preferred
• Formal credit training from a respected bank, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures
• 10+ years' financial services experience with a working knowledge of the banking environment, products, and all supporting processes and technology; commercial credit experience highly preferred
• Prior experience managing a team preferred but not required
• Excellent verbal and written communications skills
• Strong analytical, organizational, and time management skills
• Proven ability to manage tasks in a timely and efficient manner
• Strong interpersonal skills with a proven ability to establish client relationships and work within a team environment

Skills

• Excellent verbal and written communications skills
• Strong analytical, organizational, and time management skills
• Proven ability to manage tasks in a timely and efficient manner
• Strong interpersonal skills with a proven ability to establish client relationships and work within a team environment

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long-term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Pay

The estimated salary range for this role is $117,000 - $175,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

Schedule

Details about the schedule are not specified in the job posting.