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Description

We are looking for a skilled Commercial Portfolio Manager specializing in Commercial and Industrial (C& I) lending to join our client in Metro West. In this role, you will oversee a portfolio of commercial clients, ensuring effective management of loan and non-loan products while maintaining high standards of credit analysis and risk assessment. This position offers an exciting opportunity to contribute to the growth of our banking operations and build strong relationships within the community.

Responsibilities:

• Manage and grow a portfolio of Commercial and Industrial (C& I) clients, addressing their needs with loan and non-loan products.

• Conduct thorough credit analyses for existing and prospective loan accounts to ensure sound decision-making.

• Prepare comprehensive narrative reports detailing client relationships, financial data, collateral coverage, debt service capability, and associated credit risks.

• Analyze personal and business financial statements, tax returns, and other relevant financial documents to assess creditworthiness.

• Develop written loan reports, including loan presentations, modifications, and credit file comments, in compliance with banking policies and regulations.

• Collaborate with C& I team lenders to respond to customer inquiries and service requests efficiently.

• Monitor the overall exposure of the C& I loan portfolio, including maturities, delinquencies, overdrafts, and changes in credit situations.

• Supervise monthly borrowing base borrowers to ensure compliance and accuracy.

• Participate in bank committees and task forces to contribute to institutional goals.

• Represent the bank at community events and functions to strengthen relationships and visibility.

Requirements

• At least two to four years of experience in C& I underwriting or analyzing business financial statements and tax returns.

• Exceptional financial analytical skills with the ability to make sound judgments and decisions.

• Familiarity with portfolio management and relationship-building strategies in commercial banking.

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) .