Commercial Portfolio Manager

Veritas Partners; Washington (District of Columbia); On-site; USD 120,000 - 170,000; Full time

Job summary

A growing financial services company in Washington, DC is seeking a Commercial Lending Portfolio Manager to oversee and service complex loans. The ideal candidate will have over 5 years of experience in commercial credit analysis or portfolio management, with knowledge in C&I and ABL transactions. This full-time role requires independent loan proposal preparation and strong member engagement. A Bachelor's degree and formal credit training are essential. The salary ranges from $120,000 to $170,000 annually.

Qualifications

• 5+ years of experience in commercial credit analysis, underwriting or portfolio management.
• Experience with C&I and ABL transactions preferred.
• Formal credit training strongly preferred.

Responsibilities

• Originate, analyze, process, and service loans for high profile accounts.
• Prepare loan proposals and analyze customized to each deal.
• Perform portfolio management activities including loan structuring.
• Engage members to ensure satisfaction and portfolio management.
• Complete credit risk management activities accurately.
• Assist in preparing competitive materials and presentations.
• Drive high member engagement while preserving loan portfolio.
• Monitor compliance and analyze associated risks.

Skills

Commercial credit analysis

Underwriting

Portfolio management

C&I transactions

ABL transactions

Formal credit training

Education

Bachelor's degree

Job description

Commercial Lending Portfolio Manager

Our client is a growing financial services company with locations that span the Mid-Atlantic. They are currently seeking a Commercial Lending Portfolio Manager to join their team.

Candidates must have a minimum of 5+ years' experience in a commercial credit analysis, underwriting or portfolio management capacity. Experience with C&I and ABL transactions is preferred. Formal credit training strongly preferred. Bachelor's degree required.

Responsibilities

• Work independently to originate, analyze, process and service loans primarily for high activity, high profile or more complex accounts.
• Independently prepare loan proposals and analysis customized to each potential deal.
• Perform portfolio management activities for existing loans to include loan structuring, interest rate conversions and repricings.
• Maintain a high level of member engagement and consult with members to ensure member satisfaction and appropriate relationship and portfolio management for each member.
• Ensure that all credit risk management activities including risk ratings and annual reviews are completed in a timely and accurate manner.
• Assist with preparation of competitive materials and the presentation of materials.
• Help drive a high level of member engagement with focus on preserving the existing loan portfolio, growing loan volume.
• Monitor credit compliance, analyze associated risks, and consult with leadership to develop an action plan for appropriate resolution.
• Monitor competitive issues and loan pricing for portfolio of assigned accounts.

Base pay range

$120,000.00/yr - $170,000.00/yr

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Analyst, Accounting/Auditing, and Finance

Industries

Banking and Financial Services