First Citizens Bank · 6 hours ago
VP, Senior Portfolio Manager-CEF (Hybrid) NY/NJ
First Citizens Bank is seeking a VP, Senior Portfolio Manager to oversee portfolio management activities for equipment loans and leases. The role involves making recommendations on credit requests and ensuring compliance with credit policies while managing a significant portfolio exposure.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Responsible for portfolio management activity on ~26 accounts for equipment loans and leases which contribute to an aggregate portfolio exposure of $1Bn Ensures all applicable credit policies, standards, and procedures are within full regulatory compliance
Responsible for making recommendations on new credit requests, renewals, and modifications ensuring quality and soundness of all credit transactions Capture and document credit decisions, conditions, and modifications to meet client needs as well as balance the bank's internal risk/return requirements
Equipment finance knowledge across a wide range of asset classes and obligor types required, including underwriting experience as PM periodically handles new requests from clients or surges in prospect requests
Qualification
Required
Bachelor's Degree and 6 years of experience in Credit Analysis and Credit Underwriting OR High School Diploma or GED and 10 years of experience in Credit Analysis and Credit Underwriting
Equipment finance knowledge across a wide range of asset classes and obligor types required, including underwriting experience as PM periodically handles new requests from clients or surges in prospect requests
Preferred
Problem loan management/workout experience
Strong Microsoft Office Skills
Moody's Credit Lens experience
BA and 10+ years' experience or MBA and 7+ years' experience
Equipment finance knowledge in the following asset classes - Transportation, Construction, Industrial/Manufacturing, Mining, Material Handling, Aircraft, Jones Act vessels, and Power Generation
Benefits
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
Recent News
Talk Business & Politics
2026-01-16
2026-01-13
Company data provided by crunchbase