Webster Bank · 7 hours ago
Associate Portfolio Manager - Commercial Banking
White Plains, NY
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $95K/yr
2+ years expWebster Bank is a leading commercial bank founded in 1935, dedicated to helping individuals, families, and businesses achieve their financial goals. The Associate Portfolio Manager will support underwriting and portfolio management within the Commercial Banking division, conducting financial analyses, preparing internal memos, and ensuring compliance with regulations and policies.
Banking
Hiring Manager
Robin Sukdeo, CPC
Responsibilities
Support underwriting due diligence and partner with senior portfolio and relationship managers to produce deal screen and underwriting documents
Interface with clients and other stakeholders to facilitate underwriting process
Detail debt financings and company financials utilizing Excel and Webster’s credit management platform, Sageworks
Perform sensitivity analysis and modeling of projected cash flows
Assist in drafting approval document narrative, identifying risks and mitigating factors, documenting variances to policy/procedures, and assigning accurate risk grade
Support approval discussions in credit committee
Support legal documentation drafting and negotiations
Facilitate loan closing process with commercial loan operations
Review, spread, and maintain periodic financial statements, compliance certificates and borrowing base reports
Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
Ensure the timely completion of renewals, annual reviews, and interim analyses
Ensure borrower is assigned an appropriate risk rating
Present internal portfolio review memos to senior credit executives at periodic meetings
Support amendment/waiver execution for existing borrowers
Maintain ticklers, covenants, and borrower credit files
Maintain customer information and data integrity on bank systems
Ensure compliance with all regulations, policies, and procedures
Generate new ideas and recommendations for continuous process improvement
Represent Webster Bank as a brand ambassador at business and charitable events
Participate in special projects on an as-needed basis
Qualification
Required
Bachelor's degree
2-4 years of prior professional experience or equivalent
Excellent analytic skills and attention to detail
Strong written and verbal communication skills
Strong competency in Microsoft Office suite – including Excel and Word
Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management
The ability to answer unstructured business questions and work independently to drive tasks to completion
Preferred
Professional experience in Accounting/Finance/Banking-related position
Experience with financial modeling
Benefits
Incentive compensation
Company
Webster Bank
Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.
1001-5000 employees
H1B Sponsorship
Webster 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
2024 (4)
2023 (5)
2022 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$653MKey Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO
Leadership Team
Neal Holland
Chief Financial Officer
D
Daniel Gioia
Sr. Managing Director
Recent News
Hartford Business Journal
2025-11-06
How to prevent transformation outcomes from quietly collapsing | CIO
2025-11-03
2025-11-01
Company data provided by crunchbase