Portfolio Manager Coral Gables FL
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables FL. This opportunity is ideal for a credit professional who thrives in a fast-paced analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.
Why this opportunity
- Culture: Collaborative and performance-oriented environment that values strong analytical skills cross-functional teamwork and responsible credit practices
- Workplace: On-site in Coral Gables FL
- Function: Loan portfolio management credit analysis and support of loan origination and renewal processes
Requirements:
- 10 years of experience in commercial credit or portfolio management
- Bachelors degree required; preferably in Finance Accounting or Economics
- Proficiency in financial analysis including global cash flow and credit risk evaluation
- Experience preparing credit packages and pricing models
- Familiarity with commercial lending structures loan covenants and underwriting standards
Description:
- Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
- Partner with Relationship Managers to gather client data analyze financials and structure credit solutions
- Conduct financial spreads narrative preparation and loan pricing analyses
- Complete credit presentations and coordinate loan closings and renewals
- Perform ongoing portfolio monitoring including annual reviews and covenant compliance
- Stay informed on industry trends and sector-specific risks
- Ensure timely and accurate collection of financial documentation and compliance with internal policies
Portfolio Manager Coral Gables FLFinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables FL. This opportunity is ideal for a credit professional who thrives in a fast-paced analytical environ...
Portfolio Manager Coral Gables FL
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables FL. This opportunity is ideal for a credit professional who thrives in a fast-paced analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.
Why this opportunity
- Culture: Collaborative and performance-oriented environment that values strong analytical skills cross-functional teamwork and responsible credit practices
- Workplace: On-site in Coral Gables FL
- Function: Loan portfolio management credit analysis and support of loan origination and renewal processes
Requirements:
- 10 years of experience in commercial credit or portfolio management
- Bachelors degree required; preferably in Finance Accounting or Economics
- Proficiency in financial analysis including global cash flow and credit risk evaluation
- Experience preparing credit packages and pricing models
- Familiarity with commercial lending structures loan covenants and underwriting standards
Description:
- Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
- Partner with Relationship Managers to gather client data analyze financials and structure credit solutions
- Conduct financial spreads narrative preparation and loan pricing analyses
- Complete credit presentations and coordinate loan closings and renewals
- Perform ongoing portfolio monitoring including annual reviews and covenant compliance
- Stay informed on industry trends and sector-specific risks
- Ensure timely and accurate collection of financial documentation and compliance with internal policies
View more
View less