Commercial Banking Portfolio Manager

Collaborate and hone your CRE skills as a Commercial Banking Portfolio Manager

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Job Description

JOB SUMMARY

The primary responsibility of this position will be to direct or assist in the completion of all tasks, annual reviews and underwriting related to the Commercial Real Estate Department. The position will have direct responsibility for certain assigned banking relationships and assist with some not directly assigned.  The primary focus of the position  the management of the existing CRE loan portfolio and expand relationships with current customers.

JOB RESPONSIBILITIES. Manage relationships assigned to the position

  • Assist in underwriting new business opportunities
  • Manage loans in the portfolio including renewals, extension, etc.
  • Manage annual reviews, financial statement collection, etc.

2. Assist the team in existing loans not assigned to the position

  • Underwrite new business opportunities
  • Assist in managing loans in the portfolio including renewals, extensions, etc.
  • Manage annual reviews, financial statement collection, etc.

3. Develop new business from within existing portfolio and new sources

  • Loans 
  • Deposits
  • Referrals to other business units

4. Train and oversee the work of other analysts

5. Develop new skills related to commercial lending through industry networking, training, etc.

 

JOB REQUIREMENTS

Education

  • Required: Four year college degree in Finance or Business related field
  • Preferred: MBA

Experience

  • 5-8 years of progressively responsible related banking experience and demonstrated knowledge of commercial real estate
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