Portfolio Manager
JCW Group, Stamford, CT, United States
JCW is partnering with a commercial bank based in the North Stamford area to hire a Portfolio Manager. This is a full‑time opportunity sitting within the Private Client Team, supporting a book of C&I relationships with a notable concentration in the Health Care sector.
Responsibilities:
Work alongside the Private Client Team to oversee and develop a portfolio of lending and deposit relationships
Conduct in‑depth financial analysis to evaluate borrower creditworthiness, including building financial models and stress testing transactions
Track portfolio performance, flag deteriorating credits, and ensure covenant obligations are documented appropriately
Review loan files to verify risk ratings reflect current credit quality and prepare supporting materials for any adjustments
Compile borrower financial data, collateral details, and credit histories to support loan and credit documentation
Requirements:
At least 5 years of diversified C&I commercial banking experience
Solid understanding of credit products and the regulatory environment governing commercial lending
Strong proficiency in Microsoft Office Suite, particularly Excel; knowledge of Abrigo is a plus
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Responsibilities:
Work alongside the Private Client Team to oversee and develop a portfolio of lending and deposit relationships
Conduct in‑depth financial analysis to evaluate borrower creditworthiness, including building financial models and stress testing transactions
Track portfolio performance, flag deteriorating credits, and ensure covenant obligations are documented appropriately
Review loan files to verify risk ratings reflect current credit quality and prepare supporting materials for any adjustments
Compile borrower financial data, collateral details, and credit histories to support loan and credit documentation
Requirements:
At least 5 years of diversified C&I commercial banking experience
Solid understanding of credit products and the regulatory environment governing commercial lending
Strong proficiency in Microsoft Office Suite, particularly Excel; knowledge of Abrigo is a plus
#J-18808-Ljbffr