Commercial Loan Portfolio Manager (Hybrid)
Ascendo Resources, Miami, FL, United States
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:
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
#J-18808-Ljbffr
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:
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
#J-18808-Ljbffr