Commercial Portfolio Manager

EverBank

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3 years of experience in managing commercial portfolios
  • Familiarity with Multifamily and/or Commercial Real Estate (CRE) lending
  • Preferred 5+ years managing Multifamily loan portfolios
  • Advanced credit analysis skills from a large financial institution
  • Preferred university degree in a related field

Responsibilities

  • Conduct credit analysis on commercial real estate properties and financial modeling
  • Document credit risk analysis and modify servicing plans as required
  • Identify deteriorating credits and create action plans with Special Assets Department
  • Monitor maturing loans and ensure timely refinance or payoff
  • Structure loan renewals for retention and prepare credit approval packages
  • Assist in the closing process for timely and approved loan documentation
  • Serve as primary liaison with customers for modification and service requests

Benefits

  • Comprehensive health and wellness programs
  • Opportunities for professional development and training
  • Flexible work arrangements
  • Retirement savings plan with employer match
  • Employee assistance programs for personal and professional support
Full Job Description
Commercial Portfolio Manager
The Commercial Portfolio Manager is responsible for monitoring and managing the credit quality of an assigned commercial real estate loan portfolio. This role ensures timely receipt of financial information and conducts periodic credit reviews to maintain accurate risk ratings and reserves. Under limited supervision, this role also evaluates and facilitates loan renewals and modifications.

Key Responsibilities and Duties
  • Performs credit analysis on commercial real estate properties by analyzing property operating statements, rent rolls, and borrower financial statements and performs financial modeling scenarios in accordance with credit policies.
  • Performs and documents analysis of credit risk, including financial covenants, assures that credits are property risk rated, and modifies servicing plans as needed.
  • Identifies deteriorating credits, develops comprehensive action plans, in consultation with the Special Assets Department, to minimize losses.
  • Monitors maturing loans and expiring commitments to ensure a timely refinance or payoff.
  • Identifies and structures renewals for loan retention and prepares credit approval packages.
  • Assists in the closing process to ensure loans are closed timely and documented as approved.
  • Serves as the primary liaison with customers, responds to customers' requests for modifications, extensions, or servicing needs.

Minimum Qualifications
  • 3 years of experience supporting and managing commercial portfolios
  • Prior knowledge and experience with Multifamily and/or CRE lending

Preferred Qualifications
  • 5+ years of experience managing Multifamily loan portfolios
  • Advanced skills in credit analysis for a large financial institution

Educational Requirements
  • University (Degree) Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
7IC

Posting end date - 6/14/26

Similar Jobs

More Jobs at EverBank

More Finance & Insurance Jobs

Find similar Commercial Portfolio Manager jobs: