Portfolio Manager, Commercial Lending

JP Morgan Chase; Columbus (OH); Presencial; USD 85.000 - 125.000; Jornada completa

Descripción de la vacante

JP Morgan Chase is seeking a Portfolio Manager in Commercial Lending to manage portfolios and advance new financing opportunities while keeping deliverables on track and risks visible. You will work closely with Commercial Solutions bankers and sales leadership, acting as a key connector across credit, operations, and client service teams.

You will bring ownership, driving next steps and escalating roadblocks to protect timelines and client experience.

Formación

• 5+ years of related experience in commercial lending, portfolio management, or commercial credit and underwriting support.
• Bachelor’s degree in business, finance, economics, mathematics, management, or a related field
• Demonstrated financial analysis experience in commercial lending (e.g., cash flow analysis, financial statement analysis, or pricing support)
• Strong analytical and quantitative skills
• Ability to work independently and in a team-oriented environment with strong follow-through and attention to detail
• Strong written and verbal communication skills, including comfort interacting with clients and senior stakeholders
• Strong client management and cross-functional coordination skills
• Proficiency with Microsoft Word, Excel, and PowerPoint

Responsabilidades

• Support bankers on new financing requests by coordinating spread ordering, completing financial and pricing analysis, and compiling required materials for deal submissions to credit partners
• Partner with bankers on annual reviews, including pricing models and relationship strategies
• Lead new client onboarding by coordinating with credit, operations, treasury, know your customer, environmental, and appraisal partners
• Manage the pipeline for new business and renewals by tracking milestones and driving timely progression
• Identify, escalation, and help resolve risks and roadblocks that could impact transaction timelines
• Monitor portfolio performance and address emerging issues and risks proactively
• Communicate with clients to obtain required portfolio maintenance items and clear past-due documentation

Conocimientos

Financial analysis

Analytical thinking

Communication

Team collaboration

Attention to detail

Cross-functional coordination

Microsoft Office

Educación

Bachelor's degree in business/finance/economics/mathematics/management

MBA (preferred)

Herramientas

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Descripción del empleo

Help businesses access the financing they need to grow and operate with confidence. In this role, you will keep new transactions and renewals moving by combining strong financial analysis with disciplined coordination across partners. You will have visibility into a broad set of client relationships and work closely with bankers and sales leadership. If you enjoy ownership, pace, and problem-solving, you will find meaningful opportunities to make an impact here.

Job summary

As a Portfolio Manager in Commercial Lending, you help us manage commercial lending portfolios and advance new financing opportunities and annual loan reviews by keeping deliverables on track and risks visible. You partner closely with Commercial Solutions bankers and sales leadership, acting as a key connector across credit, operations, and client service teams. You bring a high degree of ownership to your work, proactively driving next steps and escalating roadblocks to protect timelines and client experience. You will join a team that values collaboration, precision, and consistent follow-through.

Job responsibilities

• Support bankers on new financing requests by coordinating spread ordering, completing financial and pricing analysis, and compiling required materials for deal submissions to credit partners
• Partner with bankers on annual reviews, including pricing models and relationship strategies
• Lead new client onboarding by coordinating with credit, operations, treasury, know your customer, environmental, and appraisal partners
• Manage the pipeline for new business and renewals by tracking milestones and driving timely progression
• Identify, escalation, and help resolve risks and roadblocks that could impact transaction timelines
• Monitor portfolio performance and address emerging issues and risks proactively
• Communicate with clients to obtain required portfolio maintenance items and clear past-due documentation

Required qualifications, capabilities, and skills

• 5+ years of related experience in commercial lending, portfolio management, or commercial credit and underwriting support
• Bachelor’s degree in business, finance, economics, mathematics, management, or a related field
• Demonstrated financial analysis experience in commercial lending (for example, cash flow analysis, financial statement analysis, or pricing support)
• Strong analytical and quantitative skills
• Ability to work independently and in a team-oriented environment with strong follow-through and attention to detail
• Strong written and verbal communication skills, including comfort interacting with clients and senior stakeholders
• Strong client management and cross-functional coordination skills
• Proficiency with Microsoft Word, Excel, and PowerPoint

Preferred qualifications, capabilities and skills

• Master of Business Administration degree