Senior Portfolio Manager - Middle-Market Lending

Celtic Bank Corp.; Salt Lake City (UT); Hybride; USD 150 000 - 210 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

401(k) with employer match

Life and long-term disability

HSA and FSA plans

Holidays and PTO

Wellness program

Résumé du poste

Celtic Bank Corp. seeks a seasoned VP, Portfolio Manager to lead underwriting and active management of a middle-market loan portfolio focusing on syndicated, leveraged finance, and cash flow facilities.

In this role, you will monitor borrower performance, covenant compliance, and credit risk while guiding portfolio reviews and supporting new transactions. Collaboration with deal teams and internal partners is essential to ensure sound credit throughout the loan lifecycle.

Qualifications

• Bachelor’s degree or equivalent experience in finance or business.
• 7+ years of corporate banking or related underwriting/portfolio management.
• Experience underwriting syndicated, cash flow-based, or leveraged finance.
• Experience managing middle-market loans and covenant monitoring.
• Strong financial statement analysis and loan structuring knowledge.
• Ability to present recommendations to senior leadership and credit committees.

Responsabilités

• Oversee an assigned portfolio of corporate loan relationships and monitor borrower performance and credit risk.
• Lead periodic portfolio and credit reviews with financial analysis and risk assessments.
• Underwrite new and existing syndicated, leveraged finance, and cash flow lending opportunities.
• Coordinate with internal partners to document approved terms and administer credit facilities.
• Prepare clear credit approval requests and present to credit committees.

Connaissances

Credit analysis

Financial analysis

Financial modeling

Underwriting

Portfolio management

Risk assessment

Communication

Team leadership

Regulatory awareness

Formation

Bachelor's degree in Finance, Accounting, Economics, or Business

Outils

AI-enabled tools

Description du poste

Celtic Bank Corp. seeks a seasoned VP, Portfolio Manager to lead underwriting and active management of a middle-market loan portfolio focusing on syndicated, leveraged finance, and cash flow facilities.

In this role, you will monitor borrower performance, covenant compliance, and credit risk while guiding portfolio reviews and supporting new transactions. Collaboration with deal teams and internal partners is essential to ensure sound credit throughout the loan lifecycle.