Credit Portfolio Manager III

Atlantic Union Bank

Credit Portfolio Manager III managing complex Wholesale Banking loans and relationships at Atlantic Union Bank. Underwriting and portfolio management with engagement in financial statements and client interactions.

Posted 7/21/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $108,199 - $180,545 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting complex Wholesale Banking loans, with a strong focus on financial analysis, credit risk management, and portfolio performance monitoring. Proficient in preparing detailed financial projections and managing relationships with key stakeholders in a commercial lending environment.

Highest-signal resume keywords

Underwriting Complex LoansFinancial Statement AnalysisCredit Risk ManagementPortfolio ManagementProficiency in Moody's Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit Risk ManagementFinancial Statement SpreadingPro-Forma Statement PreparationFinancial ProjectionsCommercial LendingBalance Sheet AnalysisIncome Trend AnalysisCash Flow Trend Analysis

Soft Skills

Excellent Written CommunicationExcellent Oral CommunicationInterpersonal SkillsAnalytical Skills

Tools & Technologies

Moody's SoftwareExcel

Industry Keywords

Wholesale BankingCommercial LendingCommercial & IndustrialReal Estate DevelopmentBuilder Lines

About the role

Key responsibilities & impact

Provide an independent perspective in underwriting and managing complex Wholesale Banking loans
Partner with Relationship Managers and Credit Portfolio Managers in delivering credit solutions
Lead the independent underwriting process for new and renewal opportunities
Provide in-depth analysis of financial statements and credit risk management deliverables
Prepare detailed financial projections within provided solutions or Excel spreadsheets
Manage assigned portfolio by monitoring performance and trends

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance
Seven or more years of experience in a commercial lending environment
Experience across multiple lines of business, including Commercial & Industrial, real estate development and builder lines etc.
Advanced written and analytical skills for analyzing balance sheet structure, income and cash flow trends
Experience with financial statement spreading and proficiency in preparing pro-forma statements within Moody's or other software
Excellent written, oral and interpersonal skills

Benefits

Comp & perks

Comprehensive benefits package available
Applicable incentive compensation plan for the position or a discretionary profit sharing bonus program