C&I Portfolio Manager III

EagleBank; Washington (District of Columbia); On-site; USD 114,071 - 192,797; Full time

Job summary

EagleBank in Washington, DC is seeking a Portfolio Manager III to support credit processes, collect financial data from clients, and prepare loan proposals for approval. You will collaborate with Relationship Managers and attorneys to ensure accurate documents for closings and manage maturities, past dues, and exceptions.

The role requires a BA/BS in finance or related field, 5 years in portfolio management, independent underwriting ability, and strong communication.

Qualifications

• Bachelor's degree in finance/business/economics, accounting or related field.
• Associate's degree with 3 additional years of experience may substitute for bachelor's.
• 5 years in portfolio management and commercial underwriting including structuring and pricing loans.

Responsibilities

• Facilitate collection of financial information from clients and prospects.
• Prepare and submit credit packages for loan approvals and renewals.
• Review loan documents for accuracy before closing and manage upcoming maturities.

Skills

Credit underwriting

Portfolio management

Cash flow analysis

Commercial lending

Financial statement analysis

Education

Bachelor's Degree in Finance/Business/Economics

Associate's Degree + 3 years experience substitution

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

ID: 2026-2307

Location: US-DC-Washington

Address: 2001 K Street, NW, Suite 150

Position Type: Full Time Regular

Business Unit Description: C&I Lending

Overview

We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ - EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers. EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another's experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships. The minimum and maximum projected annualized salary for this position is: $114,071.00 to $192,797.00. Additional compensation may be possible based on experience and skills.

Responsibilities

The Portfolio Manager III supports the credit process by facilitating the collection of financial information from clients and prospects, preparing and submitting credit packages for the approval of new loans and for the renewal of existing loans, working with the Relationship Manager(s) to draft term sheets/loan proposals, reviewing loan documents, both internally and attorney prepared, for accuracy prior to loan closing and the day-to-day management of upcoming maturities, past dues and documentation exceptions.

Qualifications

Requirements:

• Bachelor's Degree in Arts/Sciences (BA/BS) in finance, business, and economics, accounting or related field
• Associate's Degree (AA) in a business or finance related field and 3 additional years of experience in commercial credit or real estate analysis may be substituted for bachelor's degree
• 5 years experience in portfolio management and commercial underwriting including structuring and pricing loan transactions
• Experience with underwriting transactions from conception to completion independently
• Must be proficient in evaluating commercial credit risk
• Must be able to work autonomously with minimal oversight from the RM or manager
• Successful web-based credit training through RMA, Omega or similar programs may be required within six months of hiring
• Excellent communication skills
• Proficient in credit underwriting, including cash flow and collateral analysis
• Proven ability to identify sales opportunities within a commercial loan environment
• Intermediate skill level in Microsoft Word, Excel and Outlook
• Ability to work on several loan requests simultaneously
• Knowledge of varying credit structure types: * Term loans * Owner occupied CRE * Line of credit * Letter of credit
• Ability to work on several loan requests simultaneously
• Bank product knowledge
• Knowledge of Asset Based Lending, Government Contract Lending, and/or Special Assets

Preferences:

• Master's degree in Arts/Sciences (MA/MS) MBA
• 10 years experience in commercial credit underwriting and portfolio management can be substituted for credit training program if knowledge and proficiency can be demonstrated
• Risk Management Association Credit Risk Certification (CRC)
• National Association of Credit Management Certified Credit and Risk Analyst (CCRA)
• Certified Credit Professional (CCP)
• Commercial Banking & Credit Analyst (CBCA)
• Other recognized professional certification in credit analysis
• Formal Credit Training
• Industry knowledge of Asset Based Lending, Government Contract Lending, Merger and Acquisition Financing, Non-Profit, Middle Market, Highly Leveraged Transactions, General C&I, and/or Special Assets