Credit Portfolio Manager
FinTrust Connect
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Group Portfolio Manager opportunity. This role is ideal for an experienced commercial banking professional with a strong credit foundation who excels in middle market underwriting, portfolio management, and loan structuring while serving as a strategic credit partner to Commercial Relationship Managers and mentoring junior portfolio professionals. Why this opportunity? Culture : Join a collaborative, relationship-focused commercial banking team that values sound credit judgment, client service, accountability, and professional development. This is an opportunity to make a meaningful impact while working alongside experienced commercial banking professionals in a high-performing environment Workplac e: Hybrid in Miami, FL Functi on: Lead underwriting and portfolio management activities for a Middle Market C&I portfolio while partnering closely with Relationship Managers to deliver exceptional client service, manage credit risk, and support the development of junior team members Requirements: Bachelor's degree in Finance, Accounting, Business, or related field Minimum 5 years of commercial banking experience Formal commercial credit training required Experience underwriting and managing Middle Market commercial credit relationships Demonstrated experience in commercial loan structuring Strong financial statement analysis, cash flow modeling, and credit risk assessment skills Knowledge of commercial lending documentation, covenant monitoring, and portfolio administration Experience managing complex commercial loan portfolios throughout the credit lifecycle Previous experience mentoring Associates or junior Portfolio Managers preferred Strong communication, relationship management, and organizational skills Description: Manage the underwriting and ongoing credit administration of a portfolio of Middle Market commercial banking clients with a focus on C&I lending Analyze financial statements, cash flow, collateral, and industry trends to evaluate credit quality and structure appropriate lending solutions Prepare comprehensive credit underwriting packages, annual reviews, renewals, risk assessments, and portfolio monitoring reports Lead portfolio management activities including covenant compliance, financial reporting collection, maturity management, exception tracking, and risk rating maintenance Coordinate commercial loan closing activities with internal operations and closing teams to ensure timely execution and documentation Review borrowing base availability, approve advances within established authority, and support routine portfolio servicing requests Partner closely with Commercial Relationship Managers to support existing client relationships, identify cross-sell opportunities, and participate in client meetings as needed Maintain accurate portfolio reporting, monitor credit quality, and proactively identify emerging risks while recommending appropriate mitigation strategies Mentor and provide day-to-day guidance to Associates and Senior Associates, supporting underwriting development and portfolio management best practices Reports to Commercial Banking leadership and collaborates closely with Relationship Managers, Credit Risk, Loan Operations, Treasury Management, and Portfolio Support teams #J-18808-Ljbffr FinTrust Connect
- City National Bank of Florida is seeking a Wholesale Portfolio Management Officer to own and manage a credit portfolio, drive renewals, and partner with RMs and risk colleagues to maintain asset quality. You will build client relationships through face-to-face meetings,...Suggested
- ...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...SuggestedFull timeWork at officeFlexible hoursDay shift
- ...Portfolio Manager Miami, Florida, United States Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures. We are building a global, diverse team, with experts in trading, statistics...Suggested
- ...equitable compensation. How You'll Make an Impact The Portfolio Manager plays a critical role in managing and monitoring a diverse... ...relationship managers, and ensuring compliance with internal credit policies and regulatory standards. The ideal candidate is fully...SuggestedFull timeWork experience placementH1bH2bLocal areaFlexible hours
- ...Portfolio Manager III Miami, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and...Full timeWork experience placementWork at office
- ...Operations, Technology, Song and Industry X. Management Consulting professionals design and... ...wholesale lending industry. The Commercial Credit Consultant designs and implements... ...sales, underwriting. closing, servicing, portfolio management) industry experienceDemonstratable...Full timeLive inWork at officeLocal area
$138.8k - $215.9k
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant...Full timeWork experience placementLocal areaRemote work- ...in FY25 revenue. Visit us at .You Are:A Manager within the Commercial Banking Consulting... ...wholesale lending industry. The Commercial Credit Consultant designs and implements... ...sales, underwriting. closing, servicing, portfolio management) industry experience Demonstrated...Full timeLive inWork at officeLocal area
$113.69k - $136.22k
...your information by visiting and logging into the careers section of the system.Job Description:At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role that is responsible for independently leading all aspects of the entire commercial credit...Full timeInterim roleFlexible hours$150k - $200k
...roadmap to future success, so we need people who can help us build it. The Role We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategies Job Responsibilities Develop systematic strategies that use...Casual workWork at officeFlexible hours- ...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...Work experience placementWork at officeFlexible hoursShift workDay shift
- ...strat funds, proprietary trading firms and asset managers, with a focus for senior risk takers. The Role Senior Portfolio Manager | Systematic, Semi‑Systematic,... ...Income RV Global Macro | Discretionary Fx & Rates Credit RV Event Driven Distressed Debt/Special Situations...
- A talent acquisition firm is seeking a motivated Real Estate Portfolio Manager in Miami, Florida. This role involves overseeing the evaluation... ...of commercial real estate loans, requiring expertise in credit underwriting and financial analysis. Ideal candidates will have...
- ADP is hiring a Portfolio Manager Do you enjoy taking on challenges, energizing a team, and exceeding goals by driving projects that solve problems across people, process and technology? Are you looking to join a fast‑paced, inclusive environment that values collaboration...
- Edge Capital Group is looking for a Senior Portfolio Manager who will take full ownership of their risk and scale their assets under management (AUM). With access to enhanced infrastructure for data, pricing, and execution, this role provides the opportunity to expand mandates...
$150k - $200k
Power Portfolio Manager CW Talent Solutions is partnering with a leading boutique hedge fund to hire a Power Portfolio Manager . This role will focus on research, development, and execution of trading strategies across US and global power markets (ERCOT / PJM) , using both...Full time- City National Bank of Florida is seeking a Commercial Real Estate Portfolio Management Officer to oversee an assigned CRE loan portfolio. You will underwrite new credits, manage renewals, conduct annual reviews, and monitor risk in a dynamic market environment. The role...
- ...leading relationship-focused banks, where you’ll oversee a diverse credit portfolio centered on sponsor finance, private equity‑backed borrowers,... ..., acquisition financing, and syndicated loans Description Manage a complex credit portfolio of private equity‑sponsored...Remote work
$155.19k - $299.39k
About The Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists deploying Agentforce solutions inside complex customer environments. The role is a hands‑on leadership position that focuses on engineering excellence while...- We are seeking a motivated Real Estate Portfolio Manager to oversee the evaluation, structuring, and management of commercial real estate loans. This role requires strong skills in credit underwriting, financial analysis, and loan closing , with the ability to manage multiple...
- ...position vetos transactions that go to committee to be booked by the Branch as well as acts as backup for the Head of Credit in the approval process. CM manages and coordinates activities of personnel engaged in conducting credit underwriting of prospective loan customers,...Work at officeAfternoon shift
- ...University of Miami Health System, "UHealth", Information Technology Department has an exciting opportunity for a Full-time IT Portfolio Manager, Health Applications. The IT Portfolio Manager, Health Applications oversees and administers one or more programs and...Full timeTemporary workWorldwide
- ...Job Description POSITION PURPOSE: To establish and maintain credit policies and procedures and assist in all phases of the resort’... ...Maintain open line of communication between guests, associates and management. Assist in other areas of credit/finance as assigned by...Zero hours contract
$150k - $200k
WorldQuant, located in Miami, is seeking an Independent Portfolio Manager to develop systematic strategies and manage a quantitative investment portfolio. Candidates should have 2+ years of relevant experience, strong programming skills in Python and C++, and a track record...Flexible hours$150k - $170k
...institution based in Miami, FL is seeking a senior credit leader to oversee a diverse credit portfolio focused on sponsor finance and complex capital structures... ...credit underwriting skills. This position involves managing a credit portfolio, structuring deals, and mentoring...- FinTrust Connect is seeking a Group Portfolio Manager to lead underwriting and ongoing credit administration for a Middle Market C&I portfolio in a hybrid Miami setting. You will evaluate financial statements, cash flow, and collateral, and structure lending solutions while...
- Position Overview Our client’s firm is looking for outstanding individuals to fill a full-time Associate Portfolio Manager role, working under the guidance of their portfolio management group. This position involves assisting a Portfolio Manager in delivering integrated...Full time
$150k - $170k
## Portfolio Manager - Commercial Banking (Middle Market)Applylocations: Miami, FLtime type: Full timeposted on: Posted Todaytime left to apply... ...Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in...Local area- CIBC US in Miami, FL is seeking a Portfolio Manager focused on underwriting and portfolio management within Commercial Banking. You will support the Commercial Team and RMs, approving daily credit activity within guidelines, and manage client portfolio lifecycle. Ideal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Credit Portfolio Manager. Be the first to apply!


