Portfolio Management Officer II
New Edge Associates a Talent Acquisition Firm
2 days ago Be among the first 25 applicants Base pay range $90,000.00/yr - $95,000.00/yr New Edge Associates is proud to partner with a growing community bank to identify a Portfolio Management Officer II to support its commercial lending team. This role is critical to maintaining strong credit quality, disciplined portfolio oversight, and efficient deal execution. Working closely with Relationship Managers, Credit Administration, and Underwriting, the PMO II ensures credit relationships remain compliant, well‑documented, and proactively monitored. The ideal candidate brings strong credit acumen, attention to detail, and a collaborative mindset, with the ability to identify emerging risks and support relationship teams through the full credit lifecycle. Responsibilities Support RMs with financial analysis, credit memos, term sheets, and deal screening Monitor covenant compliance, exceptions, maturities, delinquencies, and criticized assets Coordinate documentation and underwriting packages across internal teams Assist with annual reviews, renewals, and risk rating assessments \ Ensure compliance with credit policy, BSA/AML, OFAC, and regulatory standards Conduct site visits and assist with department‑wide initiatives as needed Qualifications Bachelor’s degree in Finance, Accounting, or Business (Master’s or equivalent experience) Formal credit training required 5+ years of experience in commercial credit, lending, or portfolio management Strong knowledge of banking products, credit documentation, and accounting principles Proficiency in Microsoft Office; experience with nCino, FIS IBS, Salesforce, or SQL a plus Highly organized with strong communication and time‑management skills Seniority level Director Employment type Full‑time Job function Management Location Miami, FL #J-18808-Ljbffr
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