Commercial Portfolio Manager

Suntrust   •  

Orlando, FL

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 35 days ago

Commercial-Portfolio-Manager Job Description
Summary: Under minimal supervision, takes an active role in leading the entire commercial credit process both internally and externally with prospects and clients. Underwrites, structures, and documents all prospect and client transactions above a designated threshold including TOE, generally more complex and larger credit relationships and circumstances.  Is accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.  Ensures all Credit Process Metrics are within prescribed tolerances.  Is accountable for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, Flood, and other regulatory/compliance requirements within assigned portfolio and for prospects.  Mentors and coach Commercial Portfolio Sr. Analyst and Analyst.
Minimum Requirements:

  • Bachelor’s Degree in Finance or related field and at least 5-7years of related training and experience in commercial credit analysis.
  • Mastery level proficiency with MS Office Desktop applications. Strong interpersonal skills and solid written communication are essential.

    Preferred Requirements:

  • Has  successfully held similar role with commercial financial institution or has demonstrated mastery with the Commercial Portfolio  Sr. Analyst functions and completion of a  formal Commercial Banking Training Program.
  • Mastery of SunTrust Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA,, CLO, CMT)

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.