Senior Commercial Portfolio Manager

First-Bank; Raleigh (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

First-Bank in Raleigh, NC is seeking a Portfolio Manager III to oversee reviews and renewals of commercial and retail loan products, monitor covenants, and support client interactions to strengthen relationships.

The role requires directing credit decisions under sound principles while ensuring compliance with bank policies, procedures, and risk management guidelines; incumbents typically bring 10+ years of portfolio management experience.

Qualifications

• Bachelor's degree in business, finance, or related field.
• More than 10 years of portfolio management experience.
• Strong knowledge of credit principles and risk management.
• Excellent communication and client relationship skills.
• Familiarity with loan review and documentation processes.

Responsibilities

• Collaborate with relationship managers to generate client solutions and pursue marketing efforts.
• Actively manage client solution opportunities within portfolios.
• Coordinate preparation of lending proposals and pitches to prospective clients.
• Institute cross-selling initiatives to increase client ranking and returns.
• Ensure adherence to lending policies and regulatory requirements.

Skills

Portfolio management

Credit analysis

Relationship management

Financial statements

Loan documentation

Education

Bachelor's degree in business/finance or related field

Job description

First-Bank in Raleigh, NC is seeking a Portfolio Manager III to oversee reviews and renewals of commercial and retail loan products, monitor covenants, and support client interactions to strengthen relationships.

The role requires directing credit decisions under sound principles while ensuring compliance with bank policies, procedures, and risk management guidelines; incumbents typically bring 10+ years of portfolio management experience.