Job Description
About the Opportunity
A well-established, OCC-regulated financial institution is seeking a Commercial Loans Portfolio Manager to support the ongoing management, credit oversight, and performance of an existing CRE & C&I loan portfolio. This role offers strong exposure to both portfolio management and deal execution, partnering closely with lending and credit teams.
Key Responsibilities
• Manage and service a portfolio of commercial real estate loans, ensuring credit quality and compliance
• Conduct financial analysis, including cash flow, collateral, and guarantor strength
• Monitor loan covenants, renewals, modifications, and annual reviews
• Identify and escalate emerging credit risks or performance issues
• Prepare credit memos, risk assessments, and portfolio reports
• Support new deal evaluation and underwriting from initial screening through closing
• Partner with Relationship Managers and internal teams on transaction execution
• Ensure adherence to credit policy, OCC regulatory standards, BSA/AML, and OFAC requirements
• Maintain accurate credit files, documentation, and portfolio tracking
• Participate in client meetings, site visits, and property inspections
Qualifications
• 3+ years of experience in:
• CRE Portfolio Management
• Credit Analysis / Underwriting
• Commercial Banking
Strong understanding of:
• CRE loan structures (perm, construction, bridge, transitional)
• Financial statement analysis, rent rolls, and projections
• Experience working in a regulated banking environment
• Ability to present credit recommendations to senior leadership
• Strong organizational and analytical skills
• Willingness to travel locally
A well-established, OCC-regulated financial institution is seeking a Commercial Loans Portfolio Manager to support the ongoing management, credit oversight, and performance of an existing CRE & C&I loan portfolio. This role offers strong exposure to both portfolio management and deal execution, partnering closely with lending and credit teams.
Key Responsibilities
• Manage and service a portfolio of commercial real estate loans, ensuring credit quality and compliance
• Conduct financial analysis, including cash flow, collateral, and guarantor strength
• Monitor loan covenants, renewals, modifications, and annual reviews
• Identify and escalate emerging credit risks or performance issues
• Prepare credit memos, risk assessments, and portfolio reports
• Support new deal evaluation and underwriting from initial screening through closing
• Partner with Relationship Managers and internal teams on transaction execution
• Ensure adherence to credit policy, OCC regulatory standards, BSA/AML, and OFAC requirements
• Maintain accurate credit files, documentation, and portfolio tracking
• Participate in client meetings, site visits, and property inspections
Qualifications
• 3+ years of experience in:
• CRE Portfolio Management
• Credit Analysis / Underwriting
• Commercial Banking
Strong understanding of:
• CRE loan structures (perm, construction, bridge, transitional)
• Financial statement analysis, rent rolls, and projections
• Experience working in a regulated banking environment
• Ability to present credit recommendations to senior leadership
• Strong organizational and analytical skills
• Willingness to travel locally
💡 Quick Summary
Seeking a career-building opportunity? The Commercial Loan Portfolio Manager (Hybrid) position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
