4+ years of experience in underwriting and portfolio management in C&I/CRE/Commercial banking
Bachelor's degree required
Strong communication skills for client and internal collaboration
Proven credit analysis experience with new and existing loans
Responsibilities
Proactively manage credit and risk for assigned portfolio accounts
Structure, underwrite, and document new business and modifications as the credit expert
Provide client management support for the assigned portfolio
Engage directly with clients on credit and risk follow-up issues
Collaborate with relationship managers on customer relationship progress and challenges
Balance multiple demands and priorities while adhering to deadlines
Manage moderately complex credit situations
Benefits
Supportive team environment that values personal and professional growth
Opportunity to work with a seasoned coverage team
Flexible work schedule with one remote day per week
Engagement in full cycle underwriting and portfolio management activities
Full Job Description
Job Description
Expansion in South Florida and Tampa is driving new openings for Portfolio Managers who enjoy working full cycle underwriting and portfolio management activities with a seasoned coverage team. While in this role, you will work in a team environment and analyze, underwrite, and present credit recommendations on Commercial loan requests and/or modifications. Furthermore, your analysis will include in-depth review of financial statements, tax returns and relevant credit information. Most importantly, you'll feel valued for who are and supported to achieve what's important to you, personally and professionally.
Primary responsibilities include
Responsible for proactive credit and risk administration of assigned portfolio accounts.
Responsible for structuring, underwriting, and documenting new business, renewals and modifications as the credit expert within the first line of defense.
Provides client management support for assigned portfolio.
Direct client interaction on standard credit and risk follow-up issues.
Actively engages with relationship managers on progress, issues, and challenges regarding a particular customer relationship or portfolio concern.
Handles multiple demands and competing priorities while meeting deadlines and schedules associated with maintaining portfolio and compliance with credit and risk policies.
Manages moderately complex credits.
Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications
4+ years of experience in underwriting and portfolio management with C&I/CRE/Commercial banking
Bachelors degree required
Preferred Qualifications
Strong communication skills and proven ability to work well with clients and internal partners
Demonstrate credit analysis background working on new to new loans and existing portfolio.
Hours & Work Schedule
Hours per Week: 40+
Work Schedule: Mon - Fri, 4 days in office, 1 day remote
