About the role
For our client, we are seeking a Commercial Portfolio Manager II to join the team of a leader in the Finance & Insurance space.
This role will oversee a commercial lending portfolio with a strong focus on credit quality, relationship growth, and thoughtful financial analysis. The position partners closely with clients and internal credit stakeholders to support informed lending decisions and responsive portfolio management. It is well suited for a finance professional who can balance customer relationships, underwriting discipline, and deal support in a dynamic banking environment.
Location: Remote - US based candidates only, no visa sponsorship available
Compensation: $130,000 – $138,000 annually
Responsibilities
- Develop and maintain ongoing client relationships through visits and regular communication
- Expand client relationships by assessing their evolving financial needs
- Analyze financial statements to build a comprehensive understanding of client needs
- Maintain credit quality for the assigned portfolio
- Prepare loan approval forms and ensure proper underwriting with credit partners
- Evaluate monthly financial performance and compliance of borrowers
- Actively participate in deal processes and contribute to opportunity memos and models
Qualifications
- Bachelor's degree
- 7 years of commercial banking and/or credit underwriting experience
- Proficiency in Excel, Word, and PowerPoint
- Excellent interpersonal and communication skills
- Strong organizational and multitasking abilities
- Well-developed analytical and problem-solving skills
- Ability to manage customer relationships effectively
Benefits
- Comprehensive benefits supporting holistic wellbeing
- Incentive eligibility for all roles, excluding Co-Op, Intern, or Student positions
Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.
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