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Portfolio Manager

JCW Group

Key Responsibilities

  • Own day-to-day oversight of a CRE and C&I loan portfolio — monitoring performance, tracking covenants, and flagging issues early
  • Lead initial underwriting and deal structuring for new and existing relationships, including financial modeling, cash flow analysis, and credit write-ups
  • Drive the loan documentation process from origination through close, coordinating the collection and organization of all required borrower and guarantor materials
  • Join client meetings and look for opportunities to deepen relationships through additional products and services

Qualifications

  • 5+ years in commercial banking with meaningful CRE exposure; C&I background a strong plus
  • Sharp financial modeling and credit analysis skills; Excel proficiency required
  • Strong communicator, comfortable with clients and internal stakeholders alike
  • Bachelor's degree preferred

Vacancy posted more than 2 months ago

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