The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage
Job Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
Manage an assigned portfolio of commercial customers in partnership with the relationship manager and provide support and oversight of reporting for portfolio management.
The estimated salary range for this role is $98,000-$150,000, along with eligibility to earn an annual bonus.
Matching Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
Salary
Base: $98,000-$150,000; Bonus/Equity: annual bonus eligible; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement, etc.
Skills & Requirements
Must-have
Analyze commercial business financial statements
Calculate critical credit metrics
Manage assigned portfolio of commercial customers
Monitor portfolio for early warning signs
Prepare credit packages for reviews
Underwrite complex commercial loan transactions
Nice-to-have
Relationship-focused personalized service
Award-winning culture
Family-friendly work hours
Promote from within culture
Key Requirements
Bachelor’s degree in business administration, finance, accounting, or related discipline
Minimum 7 years’ commercial credit experience
Experience in corporate banking, middle market or CRE
Leveraged lending experience preferred
Thorough understanding of risk management and credit mitigants
Proficiency using Microsoft Office products including advanced Excel modeling skills