Portfolio Manager

LiveWell Homecare Agency, LLC; Atlanta (GA); On-site; USD 110,000 - 170,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Commercial Portfolio Manager to partner with Relationship Managers in providing credit analysis, underwriting, and portfolio management for commercial and corporate borrowers. You will lead loan structuring, origination, servicing, and risk mitigation in a fast-paced environment.

The role requires independent work with guidance from team members, mentoring junior staff, and collaboration to develop lending proposals, assess risk, and maintain portfolio

Qualifications

• 3-5 years of commercial underwriting experience.
• Bachelor’s degree or equivalent required.
• Strong analytical, communication, and organizational skills.

Responsibilities

• Manage loan analysis, risk assessment, client relationships and portfolio quality.
• Understand risk grading and credit appetite to support complex client needs.
• Develop lending proposals with Relationship Managers and identify cross-sell opportunities.
• Oversee due diligence, documentation and portfolio development, including loan structuring, origination, servicing and risk mitigation.

Skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree or equivalent

Job description

The Commercial Portfolio Manager partners with Relationship Managers to provide credit analysis, underwriting, and portfolio management support for commercial and corporate borrowers. They lead loan structuring, origination, servicing, and risk mitigation in a fast-paced environment, working independently with guidance from team members and mentoring junior staff.

Key responsibilities include managing loan analysis, risk assessment, client relationships, and portfolio quality. The role involves understanding risk grading, credit appetite, and supporting complex client needs, including C&I and real estate borrowers. The manager collaborates with Relationship Managers to develop lending proposals and identify cross-sell opportunities. Additional duties encompass overseeing due diligence, documentation, and portfolio development.

Qualifications include 3-5 years of commercial underwriting experience, a bachelor’s degree or equivalent, strong analytical, communication, and organizational skills, and the ability to interpret financial and legal documents effectively.