Commercial Credit Portfolio Manager

Burke & Herbert Bank & Trust; West Chester (Chester County); On-site; USD 90,000 - 150,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Portfolio Manager Team Lead to support Commercial Banking Executives in originating loans and managing the credit portfolio. The role involves structuring transactions, reviewing financial statements, due diligence, and presenting deals to credit committees.

The candidate will analyze cash flows, trends, and sensitivities, and ensure adherence to lending policies while coordinating with origination and risk teams. Travel may be required.

Qualifications

• Bachelor's degree in business, accounting, finance or related field.
• Three or more years of underwriting and account management experience, preferably within a commercial lending environment.

Responsibilities

• Analyze new credit requests and prepare deal screen presentations.
• Develop loan structures in collaboration with Commercial Banking Executives.
• Monitor ongoing compliance with financial covenants and reporting requirements.

Skills

Financial modeling

Financial analysis

Credit underwriting

Team collaboration

Education

Bachelor's degree in business, accounting, finance or related field

Tools

Microsoft Office

LoanVantage

Job description

Burke & Herbert Bank & Trust is seeking a Portfolio Manager Team Lead to support Commercial Banking Executives in originating loans and managing the credit portfolio. The role involves structuring transactions, reviewing financial statements, due diligence, and presenting deals to credit committees.

The candidate will analyze cash flows, trends, and sensitivities, and ensure adherence to lending policies while coordinating with origination and risk teams. Travel may be required.