Senior Middle-Market Portfolio Manager, Corporate Banking

Citizens Bank; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Citizens Bank in San Francisco is seeking a Middle Market Corporate Banking Portfolio Manager to lead credit underwriting, monitoring, and portfolio management for a portfolio of complex commercial credits. You will work with Relationship Managers and senior leaders to maintain credit quality and optimize risk-adjusted returns while ensuring regulatory compliance.

You will structure and document new credits, renewals, and modifications, anticipate portfolio issues, and provide direct client

Qualifications

• 6+ years underwriting and portfolio management experience in regional commercial banking or larger institution.
• Middle Market or Mid-Corporate experience in C&I.
• Bachelor's degree required and formal credit training.
• 4 days a week in office minimum.

Responsibilities

• Manage a portfolio of the most complex credits with limited supervision.
• Exhibit expert knowledge of clients/credits to peers and senior managers.
• Perform credit underwriting, risk administration, and portfolio maintenance.
• Structure, underwrite, and document new credits, renewals, and modifications.
• Oversee portfolio and anticipate problems, developing solutions.
• Meet deadlines for portfolio compliance with policies.
• Provide client management support with direct interaction and issue resolution.
• Stay up-to-date with industry trends and share insights with teammates.

Skills

Underwriting experience

Portfolio management

Credit analysis

Client relationship

Education

Bachelor's degree

Tools

Excel advanced

Financial modeling

Job description

Citizens Bank in San Francisco is seeking a Middle Market Corporate Banking Portfolio Manager to lead credit underwriting, monitoring, and portfolio management for a portfolio of complex commercial credits. You will work with Relationship Managers and senior leaders to maintain credit quality and optimize risk-adjusted returns while ensuring regulatory compliance.

You will structure and document new credits, renewals, and modifications, anticipate portfolio issues, and provide direct client