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Commercial Portfolio Manager

Job Summary

 The Portfolio Management Officer is responsible for overseeing the ongoing
performance and compliance of the commercial loan portfolio. This role
involves monitoring credit quality, managing loan renewals and
modifications, and ensuring accurate reporting. The officer will work closely
with the commercial lending team to support client relationships, maintain
portfolio health and assist in new business opportunities. 

Apply now

Essential Duties & Responsibilities:

  • Monitor loan portfolios, including renewals, maturities, and covenant compliance.
  • Conduct periodic credit reviews and prepare reporting for management and regulators.
  • Assist with loan closings, modifications, waivers, and amendments.
  • Collect and analyze borrower financials to evaluate credit performance.
  • Support audits, inspections, and regulatory reviews by providing required documentation.
  • Partner with relationship managers to identify and support new lending opportunities.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in Finance, Accounting, Business, or related field.
  • 3–5 years of experience in commercial lending, portfolio management, or credit analysis.
  • Strong analytical, organizational, and communication skills.
  • Proficiency in Microsoft Office Suite and familiarity with loan documentation.
  • Ability to work independently, meet deadlines, and manage multiple priorities.

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