Portfolio Manager C&i

Willenborg Wealth Management

Base salary components included; + compensation ma...
Not specified (assumed in-office or hybrid based on typical financial roles).
5 years credit analysis experience
Commercial and industrial lending knowledge
Financial statement analysis skills
Willenborg Wealth Management is seeking a Portfolio Manager for Commercial and Industrial (C&I) lending, responsible for credit underwriting and ongoing portfolio administration. The ideal candidate will possess strong analytical skills, a background in finance or accounting, and at least five years of credit analysis experience

Job Summary

  • The Portfolio Manager assists relationship managers with underwriting credit and administering loan portfolios to maintain high credit quality.
  • The role requires preparing Credit Approval Requests, modifications, and covenant waivers for presentation to the Senior Loan Committee.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Portfolio Manager for Commercial and Industrial (C&I) lending, responsible for credit underwriting and ongoing portfolio administration. The ideal candidate will possess strong analytical skills, a background in finance or accounting, and at least five years of credit analysis experience.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • 5 years credit analysis experience
  • Commercial and Industrial lending knowledge
  • Financial statement analysis skills
  • Baker Hill system proficiency
  • Moody's financial analysis software

Nice-to-have

  • MBA degree preferred
  • Strong presentation skills
  • Ability to work independently
  • Client call participation
  • Fast-paced environment adaptability

Key Requirements

  • Bachelor's Degree in Accounting, Finance, or related field
  • Minimum 5 years of credit analysis and underwriting experience
  • Completion of bank commercial credit training program

Work Rights

Not specified

Tailored Resume

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