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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

Vacancy posted 3 days ago
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