Portfolio Manager
$120k - $135kCIBC
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing The Portfolio Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity. The Portfolio Manager will be responsible for but not limited to the following activities. Primary responsibilities for this position will be that of Underwriting and Portfolio Management and execution of 1A risk management activities in a manner consistent with CIBC’s risk culture. How you'll succeed Client Relationship Management – Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and maintain engagement through client calls and visits. Portfolio Maintenance – Ensure timely completion of maturities, annual reviews, and collection of financial reporting and covenants. Support closing teams and address outstanding loan document exceptions, real estate taxes, and insurance certificates. Credit Underwriting & Risk Management – Prepare CAMP reports, quarterly trend cards, FAS 114 memos, and SOX controls. Approve risk ratings, review borrowing base availability, and approve loan advances while ensuring compliance with CIBC’s risk policies. Client Onboarding & Closing – Drive loan closing processes with internal teams, coordinate onboarding, deposit account opening, and Treasury Management (TM) setup activities. Cross-Selling & Client Penetration – Collaborate with Relationship Managers to identify cross-sell opportunities and ensure accurate pricing and fees through regular reviews. Team Training & Mentorship – Mentor and provide situational training support to Associates and Senior Associates, fostering professional growth and knowledge sharing. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. Who you are You have commercial banking expertise . You bring proven experience in credit underwriting, portfolio management, and client relationship management within commercial banking. You’re detail-oriented and analytical. Your strong financial analysis skills enable you to interpret complex data and ensure accurate risk ratings for your portfolio. You’re a collaborator. You work effectively with internal teams, Relationship Managers, and commercial lending associates to deliver optimal solutions for clients. You’re client-focused. You prioritize exceptional service and act as a trusted advocate for clients, maintaining active engagement and supporting their financial needs. You’re a mentor. You enjoy sharing your knowledge and providing training support to team members, contributing to a culture of learning and growth. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $120,000.00 - $135,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. This position does not offer visa sponsorship.
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What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact View email address on click.appcast.io You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location MI-Birmingham, 34901 Woodward Ave Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Client Calls, Credit Negotiations, Credit Underwriting, Decision Making, Ensure Compliance, Loan Closings, Portfolio Management, Risk Management and Mitigation, Underwriting #J-18808-Ljbffr CIBC- ...Portfolio Manager At ServisFirst, Our Name is Our Mission. The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct...SuggestedWork at office
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