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Commercial Banking Portfolio Manager - Hybrid
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- The Commercial Portfolio Manager is responsible for supporting a middle-market banking team with client portfolio management including: tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate.
- Engages in portfolio and risk management of banking team clients ensuring compliance with bank credit policies and procedures.
- As requested by the Relationship Manager, engages in co-management of client relationships with a focus on client financial analysis.
- Tracks and monitors completion of required covenant testing and annual Term Loan Review preparation via Bank's credit underwriting group.
- Assists in the preparation of CAMs with credit oversight.
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