Group Portfolio Manager, Middle Market Miami, FL

Group Portfolio Manager -Miami FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Group Portfolio Manager opportunity. This role is ideal for an experienced commercial banking professional with a strong credit foundation who excels in middle market underwriting portfolio management and loan structuring while serving as a strategic credit partner to Commercial Relationship Managers and mentoring junior portfolio professionals.

Why this opportunity

• Culture: Join a collaborative relationship-focused commercial banking team that values sound credit judgment client service accountability and professional development. This is an opportunity to make a meaningful impact while working alongside experienced commercial banking professionals in a high-performing environment

• Workplace: Hybrid in Miami FL

• Function: Lead underwriting and portfolio management activities for a Middle Market C&I portfolio while partnering closely with Relationship Managers to deliver exceptional client service manage credit risk and support the development of junior team members

Requirements:

• Bachelors degree in Finance Accounting Business or related field
• Minimum 5 years of commercial banking experience
• Formal commercial credit training required
• Experience underwriting and managing Middle Market commercial credit relationships
• Demonstrated experience in commercial loan structuring
• Strong financial statement analysis cash flow modeling and credit risk assessment skills
• Knowledge of commercial lending documentation covenant monitoring and portfolio administration
• Experience managing complex commercial loan portfolios throughout the credit lifecycle
• Previous experience mentoring Associates or junior Portfolio Managers preferred
• Strong communication relationship management and organizational skills

Description:

• Manage the underwriting and ongoing credit administration of a portfolio of Middle Market commercial banking clients with a focus on C&I lending
• Analyze financial statements cash flow collateral and industry trends to evaluate credit quality and structure appropriate lending solutions
• Prepare comprehensive credit underwriting packages annual reviews renewals risk assessments and portfolio monitoring reports
• Lead portfolio management activities including covenant compliance financial reporting collection maturity management exception tracking and risk rating maintenance
• Coordinate commercial loan closing activities with internal operations and closing teams to ensure timely execution and documentation
• Review borrowing base availability approve advances within established authority and support routine portfolio servicing requests
• Partner closely with Commercial Relationship Managers to support existing client relationships identify cross-sell opportunities and participate in client meetings as needed
• Maintain accurate portfolio reporting monitor credit quality and proactively identify emerging risks while recommending appropriate mitigation strategies
• Mentor and provide day-to-day guidance to Associates and Senior Associates supporting underwriting development and portfolio management best practices
• Reports to Commercial Banking leadership and collaborates closely with Relationship Managers Credit Risk Loan Operations Treasury Management and Portfolio Support teams