Senior Portfolio Manager, Middle Market
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: San Diego • California • United States
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Salary
💰 $96,500 - $207,500 per year
Job Level
About the role
- Accountable for managing a portfolio of accounts
- Review and recommend credit decisions
- Meet with clients and participate in business development calls
- Assess prospective client's viability for credit
- Define borrowers and guarantors, deal structure, credit terms and conditions
- Generate commitment letters
- Collaborate with the Credit Analyst to perform portfolio management duties
- Communicate directly with clients regarding credit events and actions as needed
- Work independently to pitch the most complex deal structures
- Act as a subject-matter-expert and mentor to junior PMs and Credit Analysts
Requirements
- Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting)
- At least 8 years credit analysis and/or loan review experience in Commercial Banking
- Highly proficient analytical skills, critical thinking and communication skills
- Experience managing an advanced commercial client portfolio with a great deal of complexity
- Expertise in financial and risk analysis, including financial modeling
- Proficient with technology and ability to learn new applications
Benefits
- Comprehensive benefits programs for physical, financial, emotional and social well-being
- Incentive compensation plan based on performance
- Opportunities for professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysisloan reviewfinancial analysisrisk analysisfinancial modelingportfolio managementdeal structurecredit termscommitment letters
Soft Skills
analytical skillscritical thinkingcommunication skillsbusiness developmentmentoring
Certifications
Bachelor's degree in Business