Senior Asset Finance Portfolio Manager II
$165,000–$175,000 year
On-site · Chicago, Illinois, United States
Job Summary
Senior Asset Finance Portfolio Manager II responsible for managing an assigned Asset Finance portfolio, coordinating with Relationship Managers to service existing clients, support new business development, and monitor risk. Independently handles non-routine servicing matters and risk-related issues, mentors junior staff, and collaborates with Credit Risk Management, Workout teams, and cross-functional partners. Responsibilities include preparing and presenting portfolio reviews, verifying covenant compliance, reviewing credit requests and amendments, assessing performance and industry trends, onboarding new Asset Finance credits, supporting deal teams with structuring and pricing, preparing information memorandums for syndication and sell-downs, ensuring documentation accuracy, conducting annual reviews, and contributing to capital markets activities. Strong emphasis on credit analysis, risk mitigation, regulatory understanding, and clear communication to senior management.
Required Qualifications
- Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent experience
- 10+ years of portfolio management and underwriting experience in commercial or equipment finance at a financial institution
- Equipment finance knowledge across a wide range of asset classes and obligor types
- Strong credit acumen with underwriting, structuring, and documentation skills
- Experience managing client interactions and due diligence
- Understanding of banking regulations, policies, and risk management principles
- Advanced analytical, presentation, organization, and business writing skills
- Strong written and verbal communication and negotiation skills
- Proficiency with Microsoft Office applications
- Ability to manage multiple priorities and perform under deadline pressure
- Balanced focus on business objectives and risk management
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