Portfolio Manager C&i

Willenborg Wealth Management

Remote
**
Credit analysis and underwriting
Financial statement analysis
Covenant compliance monitoring
** Willenborg Wealth Management is seeking a Commercial and Industrial (C&I) Portfolio Manager to assist relationship managers in underwriting credit and managing loan portfolios. The role involves detailed financial analysis, compliance with credit policies, and preparation of documentation for loan committees. **

Job Summary

  • The Commercial and Industrial (C&I) Portfolio Manager assists relationship managers with credit underwriting and loan portfolio administration to maintain high credit quality.
  • Primary functions include underwriting credit extensions, performing financial analysis, preparing credit approval requests, and managing assigned portfolios for various risk factors.
  • The role requires a Bachelor's Degree in Accounting, Finance, or a related field with a minimum of 5 years of credit analysis and underwriting experience.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a Commercial and Industrial (C&I) Portfolio Manager to assist relationship managers in underwriting credit and managing loan portfolios. The role involves detailed financial analysis, compliance with credit policies, and preparation of documentation for loan committees. **

Skills & Requirements

Must-have

  • Credit analysis and underwriting
  • Financial statement analysis
  • Covenant compliance monitoring
  • Risk rating
  • Bank credit policies

Nice-to-have

  • Client interaction
  • Team collaboration
  • Fast-paced environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter