Commercial Portfolio Manager I — Strategic Credit & Relationships

Fifth Third Bank

Costa Mesa (CA)

In loco

USD 71.000 - 146.000

Tempo pieno

4 giorni fa
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Descrizione del lavoro

Fifth Third Bank in Costa Mesa, CA seeks a Portfolio Manager I to oversee a portfolio of commercial loans, conduct underwriting and ongoing risk analysis, and partner with relationship managers and credit risk. The role emphasizes covenant analysis, collateral evaluation, and sound credit recommendations.

The position requires a finance or related degree with 3+ years in commercial banking, strong analytical skills, and client-facing professionalism.

Competenze

  • Bachelor’s degree in Finance, Business Administration, or related field.
  • 3+ years in commercial banking portfolio management or underwriting, preferably dealer services.
  • Strong analytical and critical thinking skills.
  • Excellent verbal and written communication; client-facing professionalism.
  • Ability to partner with deal stakeholders including clients and credit teams.
  • Expertise in financial/risk analysis including financial modeling.

Mansioni

  • Maintain an independent view on each client’s creditworthiness and communicate it to partners.
  • Monitor deals, conduct periodic reviews, and renew/modify transactions as needed.
  • Manage underwriting, approvals, and documentation for new money, extensions, amendments, waivers, and ancillary products.
  • Ensure compliance with internal policies and regulatory guidelines.
  • Train junior team members and uphold data governance in records.

Conoscenze

Analytical thinking
Verbal communication
Written communication
Client-facing
Stakeholder collaboration
Financial modeling
Problem solving
Technology aptitude
Project management

Formazione

Bachelor’s degree in Finance or related field

Descrizione del lavoro

Fifth Third Bank in Costa Mesa, CA seeks a Portfolio Manager I to oversee a portfolio of commercial loans, conduct underwriting and ongoing risk analysis, and partner with relationship managers and credit risk. The role emphasizes covenant analysis, collateral evaluation, and sound credit recommendations.

The position requires a finance or related degree with 3+ years in commercial banking, strong analytical skills, and client-facing professionalism.

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