Credit Portfolio Manager

FinTrust Connect; Orlando (FL); On-site; USD 85,000 - 115,000; Full time

Job summary

A regional banking institution is looking for a skilled Portfolio Manager for a full-time, on-site role in Orlando, FL. The ideal candidate will have over 7 years of experience in commercial credit or portfolio management and be proficient in financial analysis. This position involves evaluating loan requests, collaborating with Relationship Managers, and conducting credit risk assessments. Strong analytical skills and a bachelor's degree in Finance, Accounting, or Economics are required.

Qualifications

• 7+ years of experience in commercial credit or portfolio management.
• Proficiency in financial analysis, including global cash flow and credit risk evaluation.
• Experience preparing credit packages and pricing models.

Responsibilities

• Evaluate loan requests and perform risk assessments for commercial borrowers.
• Partner with Relationship Managers to gather client data and analyze financials.
• Conduct financial spreads and prepare credit presentations.

Skills

Financial analysis

Credit risk evaluation

Portfolio management

Collaboration with Relationship Managers

Education

Bachelor's degree in Finance, Accounting, or Economics

Job description

Be among the first 25 applicants

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on‑site role in Orlando, FL. This opportunity is ideal for a credit professional who thrives in a fast‑paced, analytical environment and values collaboration with front‑line Relationship Managers to maintain a strong commercial loan portfolio.

Why this opportunity?

• Culture: Collaborative and performance‑oriented environment that values strong analytical skills, cross‑functional teamwork, and responsible credit practices
• Workplace: Hybrid in Orlando, FL
• Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes

Requirements

• 7+ years of experience in commercial credit or portfolio management
• Bachelor’s degree required; preferably in Finance, Accounting, or Economics
• Proficiency in financial analysis, including global cash flow and credit risk evaluation
• Experience preparing credit packages and pricing models
• Familiarity with commercial lending structures, loan covenants, and underwriting standards

Description

• Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
• Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions
• Conduct financial spreads, narrative preparation, and loan pricing analyses
• Complete credit presentations and coordinate loan closings and renewals
• Perform ongoing portfolio monitoring, including annual reviews and covenant compliance
• Stay informed on industry trends and sector‑specific risks
• Ensure timely and accurate collection of financial documentation and compliance with internal policies

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Management

Industries

Staffing and Recruiting, Banking, and Financial Services

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