Commercial Portfolio Manager Birmingham, AL

FinTrust Connect

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profile Job Location:

Birmingham, MI - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

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...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts