The Private Bank Underwriting & Portfolio Management Director is the executive responsible for credit decisioning, portfolio oversight, credit policy adherence, and disciplined risk management across the Private Bank lending suite
Job Summary
The Private Bank Underwriting & Portfolio Management Director is the executive responsible for credit decisioning, portfolio oversight, credit policy adherence, and disciplined risk management across the Private Bank lending suite.
This leader ensures underwriting quality, credit consistency, and overall portfolio health while enabling responsible growth aligned with the Private Bank’s client strategy, risk appetite, and business objectives.
The role oversees all underwriting teams, credit portfolio managers, and associated credit support functions, collaborating closely with Product Directors, Credit Risk, Operational Risk, and front line leadership.
Matching Summary
The Private Bank Underwriting & Portfolio Management Director is the executive responsible for credit decisioning, portfolio oversight, credit policy adherence, and disciplined risk management across the Private Bank lending suite.
Salary
$238,000 -300,000 per year; Bonus opportunity; Comprehensive benefits
Skills & Requirements
Must-have
credit decisioning
portfolio oversight
credit policy adherence
risk management
lending suite expertise
Nice-to-have
client strategy alignment
responsible growth enablement
cross-functional collaboration
sound credit outcomes
cohesive credit strategy
Key Requirements
10+ years executive-level experience
Expertise across broad credit types
Deep understanding of regulatory frameworks
People management experience
Bachelor's degree in Finance or related discipline