Portfolio Manager, Commercial Loans — Risk & Renewals

Johnson Financial Group; Wisconsin; On-site; USD 55,000 - 85,000; Full time

Job summary

Johnson Financial Group is seeking a Portfolio Manager to ensure timely reviews and renewals of commercial loans and to monitor covenants. The role includes partnering with relationship managers on business development and client meetings.

You will analyze financials, assess risk, and maintain loan documentation, while aiming to enhance the customer experience and position JFG as a trusted financial partner.

Qualifications

• 2 to 4 years credit analysis or underwriting experience.
• Knowledge of lending policies, procedures, and risk.
• Experience writing loan presentations with risks and mitigants.

Responsibilities

• Ensure timely reviews and renewals of commercial loans.
• Provide financial analysis and risk assessment of customers.
• Monitor annual maturities and renewals to avoid past due loans.
• Conduct periodic reviews for borrowers needing frequent monitoring.
• Research loan structure changes with relationship managers.
• Due diligence and review of loan documentation.
• Maintain tickler reports and support RM in client service.

Skills

Credit analysis

Underwriting

Cash flow analysis

Collateral evaluation

Credit software

MS Office

Oral and written communication

Decision making

Education

Bachelor's degree preferred

Tools

Credit software

Job description

Johnson Financial Group is seeking a Portfolio Manager to ensure timely reviews and renewals of commercial loans and to monitor covenants. The role includes partnering with relationship managers on business development and client meetings.

You will analyze financials, assess risk, and maintain loan documentation, while aiming to enhance the customer experience and position JFG as a trusted financial partner.