FinTrust Connect · 1 week ago
Credit Portfolio Manager
Coral Gables, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expFinTrust Connect is a well-capitalized regional banking institution seeking a skilled Portfolio Manager for a fully on-site role in Coral Gables, FL. The role involves managing a strong commercial loan portfolio through collaboration with front-line Relationship Managers and conducting comprehensive credit analysis.
Staffing & Recruiting
Responsibilities
Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions
Conduct financial spreads, narrative preparation, and loan pricing analyses
Complete credit presentations and coordinate loan closings and renewals
Perform ongoing portfolio monitoring, including annual reviews and covenant compliance
Stay informed on industry trends and sector-specific risks
Ensure timely and accurate collection of financial documentation and compliance with internal policies
Qualification
Required
10+ years of experience in commercial credit or portfolio management
Bachelor's degree required; preferably in Finance, Accounting, or Economics
Proficiency in financial analysis, including global cash flow and credit risk evaluation
Experience preparing credit packages and pricing models
Familiarity with commercial lending structures, loan covenants, and underwriting standards
Company
FinTrust Connect
Welcome to FinTrust Connect, a leading Staffing and Consulting firm in the Financial Services, Information Technology and Data Management industries.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Gustavo Rendon
Founder & CEO
Company data provided by crunchbase