Portfolio Manager

New Edge Associates a Talent Acquisition Firm; Town of Florida (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading talent acquisition firm in New York seeks a Portfolio Manager to manage credit quality and risk for a commercial loan portfolio. The successful candidate will perform credit analysis and underwriting while ensuring compliance with regulatory standards. Applicants should have a Bachelor's degree and 3–7 years of experience in commercial credit. This full-time role offers a salary range of $100,000 to $130,000 annually.

Qualifications

• 3–7+ years of experience in commercial credit, underwriting, or portfolio management.
• Strong knowledge of C&I and/or CRE lending.
• Proficiency in financial spreading and cash flow analysis.

Responsibilities

• Underwrite new loan requests, renewals, and modifications.
• Perform financial statement and cash flow analysis.
• Monitor portfolio performance, covenants, and risk ratings.
• Identify and elevate potential credit issues early.
• Prepare clear, well-supported credit memorandums.
• Ensure compliance with credit policy and regulatory guidelines.
• Collaborate with Relationship Managers and Credit Administration.

Skills

Credit analysis

Underwriting

Financial analysis

Risk assessment

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Job description

Portfolio Manager

The Portfolio Manager is responsible for managing the credit quality, risk profile, and ongoing performance of an assigned commercial loan portfolio. This role partners closely with Relationship Managers to support new business opportunities and existing client relationships through strong credit analysis, underwriting, and portfolio monitoring. The Portfolio Manager ensures compliance with bank credit policies and regulatory standards while helping drive profitable, well-structured growth.

Job Requirements

• Underwrite new loan requests, renewals, and modifications
• Perform financial statement and cash flow analysis
• Monitor portfolio performance, covenants, and risk ratings
• Identify and elevate potential credit issues early
• Prepare clear, well-supported credit memorandums
• Ensure compliance with credit policy and regulatory guidelines
• Collaborate with Relationship Managers and Credit Administration

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 3–7+ years of experience in commercial credit, underwriting, or portfolio management
• Strong knowledge of C&I and/or CRE lending
• Proficiency in financial spreading and cash flow analysis
• Excellent written, analytical, and communication skills

Base pay range

$100,000.00/yr - $130,000.00/yr

Seniority level

• Director

Employment type

• Full-time

Job function

• Management

Industry

• Banking