Commercial Portfolio Manager
New Edge Associates a Talent Acquisition Firm, Coral Gables, FL, United States
The
Commercial Real Estate Portfolio Manager
will oversee the credit administration, risk management, and ongoing servicing of a commercial real estate loan portfolio. This role is responsible for monitoring portfolio performance, conducting financial analysis, and ensuring all credit relationships remain compliant with internal credit policies and regulatory expectations. The Portfolio Manager will work closely with
Relationship Managers, Credit Administration, and Loan Operations
to support both existing loan relationships and new credit opportunities. In addition to managing the ongoing performance of assigned credits, the role participates in the credit process for new transactions, including initial deal evaluation, credit analysis, underwriting coordination, and loan closing support. The ideal candidate will have a strong background in
commercial real estate credit analysis, portfolio management, and financial statement analysis , with the ability to assess credit risk and support sound lending decisions. Responsibilities
Manage the ongoing servicing and credit administration of an assigned
commercial real estate loan portfolio . Conduct detailed
financial analysis
of borrower and guarantor financial statements, operating statements, and cash flow. Monitor loan performance, including
covenant compliance, collateral performance, and risk trends . Obtain and review required borrower documentation, including
financial statements, rent rolls, and operating reports . Prepare
credit memorandums, annual reviews, renewals, and modification requests
in accordance with credit policy. Identify potential credit concerns and escalate issues with recommendations to management. Assist with the evaluation of
new loan opportunities
by preparing preliminary credit analyses. Collaborate with underwriting teams during the credit process to support timely deal execution. Participate in the
loan closing process , ensuring approved transactions are properly documented and funded. Maintain organized credit files and ensure all documentation remains current and compliant. Coordinate with internal partners including
Relationship Managers, Risk Management, and Loan Operations
to support portfolio objectives. Conduct
property visits and client meetings
as needed to support portfolio monitoring and underwriting activities. Ensure compliance with
bank policies and regulatory requirements , including BSA/AML and OFAC guidelines. Qualifications
3+ years of experience
in commercial real estate portfolio management, credit analysis, underwriting, or commercial banking. Strong understanding of
commercial real estate loan structures , including permanent, construction, bridge, and transitional financing. Experience analyzing
financial statements, cash flow, rent rolls, operating statements, and borrower projections .
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Commercial Real Estate Portfolio Manager
will oversee the credit administration, risk management, and ongoing servicing of a commercial real estate loan portfolio. This role is responsible for monitoring portfolio performance, conducting financial analysis, and ensuring all credit relationships remain compliant with internal credit policies and regulatory expectations. The Portfolio Manager will work closely with
Relationship Managers, Credit Administration, and Loan Operations
to support both existing loan relationships and new credit opportunities. In addition to managing the ongoing performance of assigned credits, the role participates in the credit process for new transactions, including initial deal evaluation, credit analysis, underwriting coordination, and loan closing support. The ideal candidate will have a strong background in
commercial real estate credit analysis, portfolio management, and financial statement analysis , with the ability to assess credit risk and support sound lending decisions. Responsibilities
Manage the ongoing servicing and credit administration of an assigned
commercial real estate loan portfolio . Conduct detailed
financial analysis
of borrower and guarantor financial statements, operating statements, and cash flow. Monitor loan performance, including
covenant compliance, collateral performance, and risk trends . Obtain and review required borrower documentation, including
financial statements, rent rolls, and operating reports . Prepare
credit memorandums, annual reviews, renewals, and modification requests
in accordance with credit policy. Identify potential credit concerns and escalate issues with recommendations to management. Assist with the evaluation of
new loan opportunities
by preparing preliminary credit analyses. Collaborate with underwriting teams during the credit process to support timely deal execution. Participate in the
loan closing process , ensuring approved transactions are properly documented and funded. Maintain organized credit files and ensure all documentation remains current and compliant. Coordinate with internal partners including
Relationship Managers, Risk Management, and Loan Operations
to support portfolio objectives. Conduct
property visits and client meetings
as needed to support portfolio monitoring and underwriting activities. Ensure compliance with
bank policies and regulatory requirements , including BSA/AML and OFAC guidelines. Qualifications
3+ years of experience
in commercial real estate portfolio management, credit analysis, underwriting, or commercial banking. Strong understanding of
commercial real estate loan structures , including permanent, construction, bridge, and transitional financing. Experience analyzing
financial statements, cash flow, rent rolls, operating statements, and borrower projections .
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