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Group Portfolio Manager, Middle Market -Miami, FL

FinTrust Connect LLC

Group Portfolio Manager - Miami, FLFinTrust 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 environmentWorkplace: Hybrid in Miami, FLFunction: 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 membersRequirements:Bachelor's degree in Finance, Accounting, Business, or related fieldMinimum 5 years of commercial banking experienceFormal commercial credit training requiredExperience underwriting and managing Middle Market commercial credit relationshipsDemonstrated experience in commercial loan structuringStrong financial statement analysis, cash flow modeling, and credit risk assessment skillsKnowledge of commercial lending documentation, covenant monitoring, and portfolio administrationExperience managing complex commercial loan portfolios throughout the credit lifecyclePrevious experience mentoring Associates or junior Portfolio Managers preferredStrong communication, relationship management, and organizational skillsDescription:Manage the underwriting and ongoing credit administration of a portfolio of Middle Market commercial banking clients with a focus on C&I lendingAnalyze financial statements, cash flow, collateral, and industry trends to evaluate credit quality and structure appropriate lending solutionsPrepare comprehensive credit underwriting packages, annual reviews, renewals, risk assessments, and portfolio monitoring reportsLead portfolio management activities including covenant compliance, financial reporting collection, maturity management, exception tracking, and risk rating maintenanceCoordinate commercial loan closing activities with internal operations and closing teams to ensure timely execution and documentationReview borrowing base availability, approve advances within established authority, and support routine portfolio servicing requestsPartner closely with Commercial Relationship Managers to support existing client relationships, identify cross-sell opportunities, and participate in client meetings as neededMaintain accurate portfolio reporting, monitor credit quality, and proactively identify emerging risks while recommending appropriate mitigation strategiesMentor and provide day-to-day guidance to Associates and Senior Associates, supporting underwriting development and portfolio management best practicesReports to Commercial Banking leadership and collaborates closely with Relationship Managers, Credit Risk, Loan Operations, Treasury Management, and Portfolio Support teams

Vacancy posted 3 days ago
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