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Description

Seeking a highly driven Portfolio Manager to oversee the ongoing portfolio management of C& I Lending clients, ensuring the growth of a robust portfolio encompassing both loan and non-loan business opportunities. The ideal candidate will analyze creditworthiness, closely monitor financial performance, and work collaboratively with the C& I Lending team while maintaining excellent client relationships.

Key Responsibilities:

+ Manage and develop assigned C& I client portfolios, with a focus on expanding both lending and non-lending products.

+ Conduct or review comprehensive credit analyses for both existing and prospective loan accounts.

+ Prepare detailed loan narratives, addressing relationship history, financial analysis, collateral evaluation, and key credit risks.

+ Proactively gather and update financial and related documentation for clients, ensuring compliance with monitoring protocols.

+ Assess and analyze personal and business financial statements, tax returns, and other financial data.

+ Draft written reports for loan presentations, modifications, and credit file comments, following loan policy, procedures, and compliance standards.

+ Recommend suitable risk ratings for loans based on thorough analysis.

+ Review and monitor loan covenants to ensure compliance with agreements.

+ Serve as a backup for team members, assisting with customer service requests and inquiries.

+ Monitor the overall C& I loan portfolio, including maturity schedules, delinquencies, credit changes, and deposit account activities.

Requirements

Qualifications:

+ 4+ years of experience in banking credit roles or currently managing a portfolio

+ Ideal candidate is coming from Small Business, Middle Market, and Structured Finance focuses.

+ Deep understanding of personal/business financial statements and tax documentation.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .