Commercial Portfolio Manager jobs in United States
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City National Bank · 8 hours ago

Commercial Portfolio Manager

City National Bank is seeking a Commercial Portfolio Manager to assist the Commercial Relationship Managers with underwriting credit opportunities and managing loan portfolios. The role involves performing financial analysis, preparing loan requests, and monitoring portfolios for compliance and reporting.

Banking
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H1B Sponsor Likelynote

Responsibilities

Underwrites requests for credit extensions to new and existing clients
Performs detailed financial analysis of credits as directed by the CRM
Prepares loan requests for the CRM’s presentation to appropriate approval authority, including loan modification requests, covenant waivers, annual reviews, etc
Monitors assigned portfolios for:
Required financial reporting
Covenant compliance
Borrowing base availability
Payment delinquencies
Overdrafts
Ensures initial set-up of credit facilities on the Loan Vantage system and any other internal system(s) necessary for proper booking of the credit facilities on the Bank’s systems
Ensures timely spreading of interim and annual client financial statements
Accompanies CRM on prospect/client calls when appropriate

Qualification

Credit analysisUnderwritingFinancial analysisAccounting knowledgeSpreadsheet proficiencyAnalytical skillsCommunication skillsPresentation skillsOrganizational skillsTeamwork

Required

Bachelor's Degree in Accounting, Finance or related field
Minimum 1 year of credit analysis and underwriting experience
Completion of Bank's commercial credit training program
Knowledge of accounting theory and its practical application for credit underwriting
Strong analytical skills including ability to assess clients' financial statements, cash flow, industry and competition and projections
Strong written and verbal communication skills
Strong presentation skills
Excellent organization skills with attention to detail
Ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
Ability to work independently and within a team
Proficiency in various spreadsheet applications

Company

City National Bank

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City has been delivering innovative banking products and supporting its local communities for more than 65 years, proudly serving consumers and businesses in more than 95 locations across West Virginia, Kentucky, Virginia and Ohio.

H1B Sponsorship

City National 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 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)

Funding

Current Stage
Late Stage

Leadership Team

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Ed Wright
Partner
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Guy Johnston
Chief People Officer
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Company data provided by crunchbase