Commercial Portfolio Manager

Serve as a key contributor to the underwriting and portfolio management of commercial relationships, primarily commercial real estate (owner-occupied and non-owner occupied) with SBA 504 exposure. Partner closely with Commercial Relationship Officers, Business Development Officers, and Commercial Credit leadership to structure, underwrite, present, and manage commercial credits in accordance with Commercial Loan Policy and assigned authority.

Requirements

• Bachelor’s degree required (Finance, Accounting, Economics, or related field).
• Advanced education or credentials (MBA, CPA, MSA) preferred for CPM II.
• 1–3 years commercial credit experience (CPM I) or 4–7 years commercial underwriting and portfolio management experience (CPM II).
• SBA 504 familiarity preferred (CPM I) or required (CPM II).
• Multi--entity structures required for CPM II.