Bankwell · 1 day ago
Portfolio Manager
New Canaan, CT
Full-time
Onsite
Mid, Senior Level
$125K/yr - $150K/yr
5+ years expBankwell is a commercial bank providing advanced banking solutions to privately-owned businesses and high net worth individuals. The Portfolio Manager will support the Private Client Team in managing C&I client relationships, overseeing loan portfolios, and ensuring excellent customer service.
BankingFinancial Services
Responsibilities
Support the Private Client Team with managing loan and depository relationships
Analyze and review financial information to assess the financial strength and creditworthiness of lending relationships at origination and on an ongoing basis. Spread financial statements and prepare financial models designed to sensitize various conditions impacting the proposed transaction. Prepare cash flow, collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis
Monitor credit performance of customer portfolios and escalate or remediate, as appropriate
Prepare credit and loan documentation by accurately compiling and organizing financial data, credit histories, and collateral information
Assist in the collection of monthly, quarterly and annual financial statements from borrowers and guarantors, as required
Track covenant compliance and provide necessary documentation
Track and manage non-performing, underperforming or delinquent loans, if applicable
Review loan files to ensure that risk ratings are appropriate and prepare documentation to support any recommended changes
Participate in client meetings
Cross-sell additional bank products and services
Participate in special projects, as needed
Qualification
Required
5 years of relevant C&I commercial banking experience
Must be proficient in Microsoft Suite with an emphasis on Excel, Word, PowerPoint
Extensive knowledge of credit products offered and regulatory requirements
Strong analytical skills in order to evaluate credit and financial issues
Able to contribute positively as part of a team
Ability to work effectively with a strong will to help others
Strong attention to detail and highly organized
Excellent written and verbal communication skills
Thrives in a high-pressured environment and has the ability to work with tight deadlines
Performs assigned tasks accurately and on a timely basis
Ability to recommend process improvements to enhance efficiency
Adheres to all applicable Policies and Procedures
Preferred
Bachelor's degree preferred
Proficiency with Abrigo is a plus
Company
Bankwell
Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and executives, as well as high-net-worth individuals, and the communities we serve.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$6.2M2014-05-15IPO
2013-11-12Series Unknown· $6.2M
Leadership Team
Courtney Sacchetti
EVP & Chief Financial Officer
Steven Brunner
EVP | Chief Risk & Operations Officer (CRO and COO)
Recent News
2025-07-15
Company data provided by crunchbase