Portfolio Manager
FinTrust Connect
Portfolio Manager -Commercial Real Estate (CRE) -New Orleans, LA
FinTrust Connect has partnered with a well-capitalized and growing financial institution to identify Portfolio Managers for its expanding Commercial Real Estate (CRE) lending platform. This search is for a junior opportunity supporting sophisticated commercial lending transactions across multiple CRE asset classes. The organization offers strong career growth, collaborative leadership, and exposure to complex credit and portfolio management work within a dynamic banking environment.
Why this opportunity?
- Culture: Collaborative and credit-focused environment with strong mentorship, team interaction, and long-term advancement opportunities. Professionals work closely with Relationship Managers, underwriting teams, and credit leadership on sophisticated commercial real estate transactions
- Workplace : On-site in New Orleans, LA
- Functio n: This role focuses on commercial real estate underwriting, credit analysis, portfolio monitoring, and risk management across a diverse CRE portfolio including multifamily, office, retail, industrial, hospitality, and senior living assets
Requirements:
- 1–3 years of experience in commercial banking, underwriting, credit analysis, or CRE lending
- Strong Excel and financial analysis capabilities
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred
- Exposure to financial statement analysis and underwriting fundamentals
Technical Skills:
- Commercial real estate underwriting
- Financial statement and cash flow analysis
- Covenant compliance monitoring
- Credit approval documentation
- Risk assessment and portfolio monitoring
- Microsoft Excel and financial spreading software
- Experience with one or more CRE asset classes including multifamily, office, retail, industrial, hospitality, or senior living preferred
Description:
- Prepare comprehensive credit analyses and underwriting packages for commercial real estate loans
- Analyze borrower financial statements, rent rolls, operating statements, collateral performance, and cash flow
- Support new loan originations, renewals, extensions, and modifications
- Assist with loan structuring, covenant analysis, and credit approval documentation
- Review appraisals, market studies, and transaction due diligence materials
- Participate in client meetings and deal discussions alongside Relationship Managers
- Monitor portfolio performance and identify emerging credit risks or negative trends
- Perform covenant testing, annual reviews, and ongoing portfolio maintenance
- Track loan maturities, construction progress, overdrafts, and past due activity
- Maintain accurate risk ratings, loan coding, and portfolio reporting documentation
- Collaborate with lending and credit teams to proactively manage overall portfolio quality
Vacancy posted 5 hours ago
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