Commercial Portfolio Manager -Birmingham AL
FinTrust Connect has partnered with a community-focused regional banking institution to identify a skilled Commercial Portfolio Manager. This role supports a growing credit team focused on commercial and CRE portfolios providing underwriting portfolio management and client service expertise. Youll play a critical part in structuring deals assessing credit risk and ensuring seamless loan servicing alongside Relationship Managers.
Why this opportunity
- Culture: Relationship-driven growth-minded and compliance-oriented
- Workplace: Hybrid (2 days in office / 3 days at home) in Birmingham AL
- Function: Partner with Relationship Managers to underwrite structure and service commercial loans and deposits while ensuring regulatory and policy compliance
Requirements:
- 4-6 years of experience in credit analysis or commercial banking
- Bachelors degree in Finance Accounting Business or related field
- In-depth knowledge of federal and state lending regulations
- Proficiency in Microsoft Excel and Word
- Experience with middle market underwriting and portfolio management
- Familiarity with commercial loan structuring and documentation
Description:
- Analyze financial statements and prepare credit memos for new and renewed commercial loan requests
- Partner with Relationship Managers on client calls and credit presentations
- Support portfolio management through covenant tracking annual reviews and compliance monitoring
- Ensure accurate loan grading and recommend updates based on risk changes
- Work with internal partners including Credit Administration Loan Ops and Legal to ensure documentation and compliance
- Use specialized tools (e.g. CRE analysis platforms) to evaluate complex transactions
- Monitor documentation exceptions and support audit readiness
- Stay informed of industry trends regulatory updates and internal policy changes
Commercial Portfolio Manager -Birmingham AL FinTrust Connect has partnered with a community-focused regional banking institution to identify a skilled Commercial Portfolio Manager. This role supports a growing credit team focused on commercial and CRE portfolios providing underwriting portfolio mana...
Commercial Portfolio Manager -Birmingham AL
FinTrust Connect has partnered with a community-focused regional banking institution to identify a skilled Commercial Portfolio Manager. This role supports a growing credit team focused on commercial and CRE portfolios providing underwriting portfolio management and client service expertise. Youll play a critical part in structuring deals assessing credit risk and ensuring seamless loan servicing alongside Relationship Managers.
Why this opportunity
- Culture: Relationship-driven growth-minded and compliance-oriented
- Workplace: Hybrid (2 days in office / 3 days at home) in Birmingham AL
- Function: Partner with Relationship Managers to underwrite structure and service commercial loans and deposits while ensuring regulatory and policy compliance
Requirements:
- 4-6 years of experience in credit analysis or commercial banking
- Bachelors degree in Finance Accounting Business or related field
- In-depth knowledge of federal and state lending regulations
- Proficiency in Microsoft Excel and Word
- Experience with middle market underwriting and portfolio management
- Familiarity with commercial loan structuring and documentation
Description:
- Analyze financial statements and prepare credit memos for new and renewed commercial loan requests
- Partner with Relationship Managers on client calls and credit presentations
- Support portfolio management through covenant tracking annual reviews and compliance monitoring
- Ensure accurate loan grading and recommend updates based on risk changes
- Work with internal partners including Credit Administration Loan Ops and Legal to ensure documentation and compliance
- Use specialized tools (e.g. CRE analysis platforms) to evaluate complex transactions
- Monitor documentation exceptions and support audit readiness
- Stay informed of industry trends regulatory updates and internal policy changes
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