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TD

Credit Portfolio Manager I – Education, Not for Profit

TD

Credit Portfolio Manager for TD managing financial information and credit risks for Non-Profit and Education sectors. Responsibilities include underwriting and portfolio management activities.

Posted 7/6/2026full-timeCharlotte • Florida, New Jersey, New York, North Carolina, South Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $91,000 - $145,600 per yearWebsite

About the role

Key responsibilities & impact
  • Gathers financial and general business information pertaining to customer and prospect loan requests
  • Performs financial analyses needed to make credit decisions
  • Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors
  • Supports commercial banking team and recommends credit solutions that add value to the Customer
  • Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations
  • May manage overall analytical support and workflow production needs for a department
  • Works on larger, more complex deals, mainly focused on Middle Market
  • Acts as a consultant to business lines regarding credit issues, processes and procedures
  • Participates in organizational cost benefit analysis and implementation

Requirements

What you’ll need
  • Bachelor's degree or equivalent experience
  • 5+ years related experience
  • Strong understanding of commercial business development techniques and credit decisions
  • Demonstrates business development track record
  • Strong market presence with wide network of outside referral sources
  • Demonstrates credit and financial analysis skills
  • Refined negotiation skills
  • Demonstrates communication skills, both verbal and written
  • Demonstrates PC skills

Benefits

Comp & perks
  • Health and well-being benefits
  • Retirement programs
  • Paid time off (Vacation PTO, Flex PTO, and Holiday PTO)
  • Banking benefits and discounts
  • Career development opportunities
  • Reward and recognition programs

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
Financial AnalysisCredit AnalysisCommercial Business DevelopmentCredit Risk EvaluationAnalytical Support
Soft Skills
Negotiation SkillsCommunication Skills