New Edge Associates a Talent Acquisition Firm · 2 weeks ago
Portfolio Management Officer II
Miramar, FL
Full-time
Hybrid
Senior Level
$90K/yr - $95K/yr
5+ years expNew Edge Associates is proud to partner with a growing community bank to identify a Portfolio Management Officer II to support its commercial lending team. This role is critical to maintaining strong credit quality, disciplined portfolio oversight, and efficient deal execution, ensuring credit relationships remain compliant and well-documented. The ideal candidate will work closely with various teams to monitor emerging risks and support the credit lifecycle.
Staffing & Recruiting
Hiring Manager
Paula Franco
Responsibilities
Support RMs with financial analysis, credit memos, term sheets, and deal screening
Monitor covenant compliance, exceptions, maturities, delinquencies, and criticized assets
Coordinate documentation and underwriting packages across internal teams
Assist with annual reviews, renewals, and risk rating assessments
Ensure compliance with credit policy, BSA/AML, OFAC, and regulatory standards
Conduct site visits and assist with department-wide initiatives as needed
Qualification
Required
Bachelor's degree in Finance, Accounting, or Business (Master's or equivalent experience)
Formal credit training required
5+ years of experience in commercial credit, lending, or portfolio management
Strong knowledge of banking products, credit documentation, and accounting principles
Proficiency in Microsoft Office
Highly organized with strong communication and time management skills
Preferred
Experience with nCino, FIS IBS, Salesforce, or SQL a plus
Company
New Edge Associates a Talent Acquisition Firm
We bring solutions that enriches the lives of every person in the industry .
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Norman Isaza
Co-Founder and Chief Financial Officer
Juan Tobon
COO and Co-Founder New Edge Associates
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