Commercial Banking Portfolio Manager

Veritas Partners; Richmond (VA); On-site; USD 110,000 - 150,000; Full time

Job summary

Veritas Partners is seeking a Portfolio Manager for the Richmond area within a regional financial institution’s C&I Banking team. The candidate will bring 5+ years in commercial credit underwriting or portfolio management with a focus on C&I transactions.

Daily duties include credit analysis, underwriting, modifications, renewals, and portfolio monitoring for transactions typically ranging from $5MM to $30MM. A bachelor’s degree is required.

Qualifications

• 5+ years in commercial credit underwriting or portfolio management.
• Experience with C&I transactions.
• Bachelor's degree required.

Responsibilities

• Conduct credit analysis and underwriting for C&I loans.
• Oversee modifications, renewals, and ongoing portfolio monitoring.
• Manage transactions ranging from $5MM–$30MM and ensure risk controls.

Skills

Credit analysis

Underwriting

Portfolio monitoring

Financial analysis

Education

Bachelor's degree

Job description

Our client is a regional financial institution that has a national reach. They are currently seeking a Portfolio Manager to join their growing C&I Banking team in the Richmond area.

Candidates must have 5+ years' experience in a commercial credit underwriting or portfolio management capacity with a focus on C&I transactions. Incumbent will handle transactions ranging from $5MM-30MM. Daily responsibilities include credit analysis, underwriting, modifications, renewals, and portfolio monitoring. Bachelor's degree required.