Commercial Portfolio Manager I jobs in United States
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First Citizens Bank · 6 hours ago

Commercial Portfolio Manager I

First Citizens Bank is seeking a Commercial Portfolio Manager I to support the financial and credit quality assessment needs of a mature portfolio. The role involves managing and developing commercial banking relationships, identifying client needs, and ensuring client satisfaction while maximizing sales revenue.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Portfolio Management - Monitors portfolio for completeness of documentation, accuracy of credit grading, and potential exposures. Processes line renewals and new requests as per loan approval servicing requirements. Performs other tasks related to the servicing and management of assigned portfolio
Client Service - Maintains ongoing communication and contact with assigned commercial and business loan clients. Fortifies relationships and monitors client satisfaction. Conducts a needs assessment session at least once a year to identify additional banking or financial needs
Sales - Sells Bank loans and deposits through a variety of sales techniques. Focuses on relationship-bases sales, consulting closely with clients to determine and meet their financial needs. Generates referrals from existing clients and business networks
Collections - Monitors loans for payment status. Works with delinquent customers to collect past due payments

Qualification

Credit analysisUnderwritingServicing business loansSales in bankingRelationship management

Required

Bachelor's Degree and 6 years of experience in Sales, Credit
High School Diploma or GED and 10 years of experience in Credit
Skilled in credit analysis, underwriting, and servicing business and commercial loans

Preferred

2 years of Sales in business or commercial banking

Company

First Citizens Bank

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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 Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

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Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase