Portfolio Manager, Commercial Lending
JPMorganChase
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Benefits offered by this job
Job summary
JPMorgan Chase is seeking a Portfolio Manager in Commercial Lending to manage lending portfolios, advance financing opportunities, and conduct annual loan reviews. You will collaborate with Commercial Solutions bankers, credit, operations, and client service teams, driving ownership and timely execution while protecting timelines and client experience.
This role emphasizes ownership, problem-solving, and cross-functional coordination with strong emphasis on client interaction and delivering
Qualifications
- 5+ years in commercial lending, portfolio management, or underwriting support
- Bachelor's degree in business, finance, economics, mathematics, management, or related field
- Demonstrated financial analysis experience in commercial lending (cash flow, financial statements, pricing)
- Strong analytical and quantitative skills
- Ability to work independently and in a team with strong follow-through and attention to detail
- Strong written and verbal communication with clients and senior stakeholders
- Strong client management and cross-functional coordination
- Proficiency with Microsoft Word, Excel, and PowerPoint
Responsibilities
- Support bankers on new financing requests by coordinating spread ordering, completing financial and pricing analysis, and compiling 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, escalate, 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
Skills
Education
Tools
Job description
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.
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.
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.
- 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
- 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
- Master of Business Administration degree
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
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