Senior Portfolio Manager

Jobgether; Remote; CAD 60,000 - 94,000; Full time

Job summary

A recruitment agency is seeking a Portfolio Manager to manage large commercial credits and ensure profitability and growth. You will collaborate with the Commercial Lending team, providing vital credit and sales support. Successful candidates will have a Bachelor’s Degree in finance or accounting, 5+ years in commercial lending, and strong skills in analyzing complex financial statements. This role offers competitive salary, flexible hours, and a collaborative work environment.

Benefits

Competitive salary

Flexible work hours

Professional growth opportunities

Health and wellness programs

Paid time off

Qualifications

• 5+ years of experience in commercial lending.
• Ability to analyze complex financial statements and tax returns.
• Strong communication skills for client relations.

Responsibilities

• Manage larger commercial credits for portfolio growth.
• Provide credit and sales support to Commercial Lending.
• Analyze financial statements and prepare credit analysis.

Skills

Complex financial statement analysis

Credit policy knowledge

Interpersonal skills

Organization skills

Education

Bachelor’s Degree in finance or accounting

Tools

In-house financial reporting applications

Navigator

Job description

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Portfolio Manager. In this role, you will be instrumental in managing a diverse portfolio of larger commercial credits, ensuring it meets key objectives of soundness, profitability, and growth. You will collaborate closely with the Commercial Lending team, providing essential credit and sales support. Your expertise in analyzing complex financial statements will drive effective credit analysis, while also advocating for cross‑selling opportunities. This position emphasizes operational excellence and contributes significantly to the growth strategy of the portfolio, making you a vital resource in fostering client relationships and enhancing overall performance регулярно.

Accountabilities

• Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
• Provide credit and sales support to Commercial Lending.
• Analyze complex financial statements and prepare credit analysis packages.
• Serve as a secondary contact on client relationships.
• Identify cross-sell opportunities with new and existing clients.
• Assist in the loan process, including underwriting and closing.
• Prepare commitment letters and review loan documents.
• Assist lenders in their prospecting efforts.

Requirements

• Bachelor’s Degree in finance or accounting preferred.
• 5+ years of experience in commercial lending.
• Proficient knowledge of credit policy, banking regulations, and loan documentation.
• Ability to analyze complex financial statements and tax returns.
• Strong interpersonal and communication skills.
• Excellent organizational and time management skills.
• Ability to work guess effectively within the company's credit culture.
• Proficiency with in‑house financial reporting applications, including Navigator.
• Good mathematical, reading comprehension, and writing skills.
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Benefits

• Competitive salary ranging from USD $60,466.00 to USD $93,119.00 per year.
• Flexible work hours and remote scheduling.
• Opportunities for professional growth and development.
• Collaborative and inclusive work environment.
• Health and wellness programs.
• Paid time off and holiday pay.
• Equal Opportunity Employer ensuring workplace diversity.

Why Apply Through Jobgether?

We use an AI‑powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role’s core requirements. Our system identifies the top‑fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre‑contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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