Portfolio Management Lead

Directs the commercial portfolio management function and oversees a small team of portfolio managers. Responsible for ensuring effective portfolio administration, credit support, relationship management support, loan monitoring, reporting, and coordination of commercial banking activities. Provides leadership, process oversight, and technical guidance to support sound credit quality, efficient workflows, consistent client service, and achievement of commercial banking objectives.

What You Will Do

Leads, manages, and develops a team of portfolio managers and commercial team assistants, including performance management, coaching, training, workflow oversight, and professional development. Oversees the administration and ongoing management of the commercial loan portfolio to support sound credit quality, timely monitoring, and compliance with internal policies and regulatory requirements.

Why It Might Be a Fit

The ideal candidate will have a strong background in commercial lending, portfolio management, and credit analysis, with experience in leading and developing teams. They will be able to evaluate commercial credit information, portfolio trends, exceptions, and risk indicators, and provide guidance and oversight for credit analysis, loan renewals, covenant monitoring, borrowing base reviews, and other portfolio management activities.

Requirements

• Bachelor's degree in business administration, Finance, Accounting, Economics, or a related field, or equivalent combination of education and experience.
• Five years of progressively responsible experience in commercial banking, portfolio management, credit administration, commercial lending, or a related banking function.
• Knowledge of commercial lending, portfolio management, credit analysis, loan structures, collateral documentation, and credit risk management practices.
• Ability to lead, coach, and develop teams with varying levels of technical expertise and client support responsibility.
• Ability to evaluate commercial credit information, portfolio trends, exceptions, and risk indicators.
• Ability to manage workflows, prioritize competing demands, and ensure timely completion of portfolio management and commercial support activities.

Benefits

• Healthcare benefits
• 401K plan
• Short term & long-term disability coverage
• Life insurance
• Vacation & sick time
• Educational assistance
• Several holidays