Senior Mid-Corporate Portfolio Manager
Core
Managing complex credit portfolios and account relationships for Mid-Corporate clients (revenues $500M+) in the West region, focusing on credit underwriting, origination, and portfolio monitoring.
Role type
Senior Associate Mid-Corporate Portfolio Manager
Builds
Mid-Corporate credit relationships and loan structures
Domain
Commercial Banking / Credit Risk
Required skills
Credit underwriting, Financial modeling, Credit analysis, Industry risk analysis, Portfolio monitoring, Compliance adherence, Team mentorship
Preferred skills
Debt and equity capital markets knowledge, nCino proficiency, Advanced Excel for financial analysis
Technologies
nCino, Microsoft Excel
Responsibilities
Originate, monitor, and grow Mid-Corporate relationships; Support senior managers in credit underwriting and risk rating; Perform financial statement analysis and credit risk assessment; Manage portfolio renewals and annual reviews; Provide guidance to less experienced team members.
Seniority
Senior Associate, hands-on IC