Portfolio Manager - Middle Market Commercial Banking
$120,000–$160,000 year
Hybrid · Miami, Florida, United States
Job Summary
Portfolio Manager responsible for underwriting and portfolio management with a focus on 1A risk management activities, maintaining high credit standards, and guiding deals from structuring through to closing. Hybrid work arrangement involves four days on-site in Miami and one remote day. Responsibilities include credit oversight, onboarding and loan documentation, handling maturities and annual reviews, preparing CAMP reports and quarterly trend cards, ensuring SOX controls, and providing expert guidance on deal structuring and credit approvals. Requires advanced underwriting expertise with 7+ years of experience in commercial credit, proficiency in financial modeling and analysis tools (CapitalIQ, FactSet, Moody’s Risk Analyst, Excel), and strong communication and stakeholder engagement skills.
Required Qualifications
- 7+ years experience in underwriting complex commercial credit transactions
- deep understanding of financial statement analysis, cash flow modeling, and risk assessment
- experience with syndicated loans, acquisition financing, and leveraged buyouts
- familiarity with private equity sponsors or leveraged buyouts
- excellent written and verbal communication skills for credit packages and presentations
- advanced proficiency in financial modeling, Excel, and credit analysis tools
- thorough regulatory and compliance knowledge relevant to commercial credit
- ability to synthesize complex information and present actionable recommendations
- experience guiding deals through credit approval processes
- strong relational skills for engagement with clients and internal stakeholders
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