Senior Portfolio Manager – Tax Credit Lending

. Manage a portfolio of commercial loans (tax credit) and ancillary credit exposure .

Posted 5/15/2026full-timeCincinnati • Illinois, North Carolina, Ohio, Texas • 🇺🇸 United StatesSenior💰 $96,500 - $207,500 per yearWebsite

Key responsibilities & impact

Manage a portfolio of commercial loans (tax credit) and ancillary credit exposure
Analyze historical financials and projections to ensure accurate risk ratings
Work closely with Credit Risk and Relationship Managers
Create and deliver comprehensive portfolio performance reports and presentations for senior management
Ensure compliance with internal policies and regulatory guidelines
Lead diligence calls and contribute to high-level team meetings

What you’ll need

Bachelor’s degree in Finance, Business Administration, or a related field
Minimum of 8 years of experience in portfolio management including tax credit lending products
Subject matter expert level understanding of accounting, credit, structuring, underwriting, and legal documentation
Excellent interpersonal and communication skills
Proven ability to work collaboratively with business partners
Ability to manage multiple projects and meet deadlines

Comp & perks

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

portfolio managementtax credit lendingfinancial analysisrisk ratingscredit structuringunderwritinglegal documentation

Soft Skills

interpersonal skillscommunication skillscollaborationproject managementdeadline management

Certifications

Bachelor’s degree in FinanceBachelor’s degree in Business Administration