Portfolio Manager jobs in United States
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CIBC US · 7 hours ago

Portfolio Manager

CIBC US is a relationship-oriented bank seeking a Portfolio Manager to manage a portfolio of commercial real estate loans. The role involves maintaining risk ratings, preparing loan presentations, and ensuring compliance with financial reporting and covenants.

BankingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Interacting with cross-vertical CRE Deal Team members after a new loan closes to assure optimal client experience
Ensuring all customer financial reporting / covenants are collected on time and monitored for assigned transactions
Complete analysis and documentation to achieve credit actions (e.g., renewals, waivers, modifications, annual reviews) for assigned portfolio
Function as a resource for GPM Team Lead and/or RGPM in preparation for any portfolio review related meetings and actively communicate knowledge of the risk points within the portfolio
Recommend appropriate risk ratings for assigned credits in collaboration with GPM and/or RGPM
Conduct site visits and work to gain market expertise in locations where the bank has large exposure or growing exposure
Be engaged and informed of pipeline as deals progress through the underwriting and closing process
Participate in industry events to keep current market knowledge and client relationships
Escalate potential asset quality outside of risk appetite or any noteworthy risk profile trends to RGPM and/or GPM
Serve as client contact/resource/advocate at the Bank for portfolio-related issues/reporting/maintenance or new requests on existing credit as well as renewal activities with existing clients ensuring the Deal Team(s) remain informed of all activities
Remain active and engaged in periodic client calls and visits as appropriate and agreed to by any combination of the RGPM, GPM, ML, and CM
Provide proper materials and submissions as needed to support the HPA in response to regulators and auditors - internal and external
Ensure that the policy, procedure and reference material which govern loan originations and closings are appropriately followed
Support the RGPM, HAM, GPMs & HPA by supplying any required data for Credit Review or FRB/FDIC/OSFI during exams (i.e., review of specific credits)

Qualification

Commercial Real EstateRisk RatingsLoan ModificationsAnalytical ThinkingCovenantsPresentationsAnnual ReviewsQuarterly ReportsReal Estate LoansRenewals

Required

Minimum of 8 years of applicable experience in underwriting, structuring, loan closing, documentation, and/or asset/portfolio management
Understanding of financial risks (e.g., credit, market and/or liquidity) and/or non-financial risks (e.g., operational, compliance, reputation, strategic), and of financial services businesses and products
Excellent written and verbal communication skills
Strong analytical and problem-solving skills
Results oriented with a high degree of attention to detail
Exceptional interpersonal and relationship building skills
Ability to develop credit expertise within Commercial Real Estate
Expected to be well versed in all key systems, applications, and models used including proficiency in Microsoft Office products with advanced knowledge of financial analysis and modeling

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)

Company

CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.

H1B Sponsorship

CIBC US 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 (35)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

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Brant Ahrens
Chief Administrative Officer
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Company data provided by crunchbase