Strategic C&I Portfolio Manager

RockBridge Search; Phoenix (AZ); On-site; USD 120,000 - 170,000; Full time

Job summary

RockBridge Search seeks a knowledgeable C&I Portfolio Manager in Phoenix to own a sophisticated commercial loan portfolio. You will conduct financial analysis, monitor credit quality, and ensure compliant, accurate reporting while delivering exceptional client service.

The ideal candidate has strong experience in C&I lending, commercial credit, financial analysis, and portfolio management, with the ability to translate complex numbers into clear recommendations and manage multiple

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
• Meaningful experience in commercial banking, commercial credit, underwriting, or portfolio management.
• Strong C&I credit and financial analysis experience.
• Excellent understanding of commercial loan structures, credit risk, cash flow, collateral, and covenant monitoring.
• Ability to analyze complex financial information and turn it into clear, actionable conclusions.
• Strong written and verbal communication skills.
• Excellent organization and attention to detail.
• Sound judgment and the confidence to make well-supported credit recommendations.
• Ability to manage multiple relationships, deadlines, annual reviews, and portfolio responsibilities without losing sight of the details.
• A professional, collaborative approach and genuine pride in doing excellent work.

Responsibilities

• Manage and monitor an assigned portfolio of C&I commercial relationships, ensuring sound credit quality, accurate reporting, and strong portfolio performance.
• Conduct thorough financial analysis, including spreads, cash flow analysis, balance sheet and income statement review, debt service coverage, leverage, liquidity, and overall borrower capacity.
• Review loan performance and identify emerging risks, covenant concerns, credit deterioration, or changes in borrower circumstances before they become larger problems.
• Prepare and present thoughtful credit analyses, annual reviews, renewals, modifications, and other credit documentation.
• Partner closely with Commercial Relationship Managers and lenders to structure, manage, and maintain quality commercial relationships.
• Monitor covenant compliance, collateral requirements, borrowing bases, financial reporting, and other loan conditions.
• Maintain a detailed understanding of individual borrowers, their industries, business models, ownership structures, and financial objectives.
• Participate in loan approval and credit discussions, providing well-supported recommendations grounded in sound underwriting principles.
• Identify portfolio trends and communicate meaningful risk observations to leadership and credit partners.
• Assist with complex credits, problem loans, exceptions, restructures, and other situations requiring strong judgment and financial discipline.
• Ensure portfolio administration remains accurate, timely, compliant, and consistent with established lending policies and regulatory expectations.
• Build trusted working relationships across Credit, Commercial Banking, Loan Operations, and senior leadership.
• Keep current on economic conditions, industry trends, market changes, and factors that may affect commercial borrowers and portfolio performance.

Skills

C&I lending

commercial credit

financial analysis

portfolio management

risk assessment

Education

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

Job description

RockBridge Search seeks a knowledgeable C&I Portfolio Manager in Phoenix to own a sophisticated commercial loan portfolio. You will conduct financial analysis, monitor credit quality, and ensure compliant, accurate reporting while delivering exceptional client service.

The ideal candidate has strong experience in C&I lending, commercial credit, financial analysis, and portfolio management, with the ability to translate complex numbers into clear recommendations and manage multiple