Commercial Portfolio Manager II
On-siteCincinnati, Ohio, United States
Job Summary
Manage a portfolio of accounts by reviewing updated financial statements, assessing prospective client viability, and performing final risk rating analysis. Partner with the Relationship Manager to meet with clients, define deal structures, value collateral, and generate commitment letters. Collaborate with Credit Analysts to establish investor groups, conduct periodic deal reviews, execute renewals or modifications, and document credit decisions. Mentor junior PMs and Credit Analysts while continuously learning market dynamics to identify and manage risks within the bank's appetite.
Required Qualifications
- Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting)
- At least 6 years credit analysis and/or loan review experience in Commercial Banking
- Advanced analytical skills
- Critical thinking
- Verbal and written communication skills
- Professional presence (client-facing)
- Experience managing an advanced commercial client portfolio with some degree of complexity
- Ability to partner with all deal stakeholders including clients, relationship manager and credit teams
- Expertise in financial and risk analysis, including financial modeling
- Demonstrated expertise in using effective problem solving
- Proficient with technology and ability to learn new applications
- Some travel required
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.