CIBC US · 10 hours ago
Senior Portfolio Manager
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $190K/yr
10+ years expCIBC US is building a relationship-oriented bank for the modern world and is seeking a Senior Portfolio Manager to ensure objectives related to credit underwriting and internal portfolio management are met. The role involves client sales, onboarding, portfolio maintenance, and risk management while mentoring team members.
BankingFinancial Services
Responsibilities
Serve as the client’s primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance or new requests on existing credit
Renewal activities with existing clients – PM leading associated activities with RM input
Remain active and engaged in periodic client calls and visits for assigned portfolio
Maintain Salesforce pipeline on existing clients (draws, increases, paydowns, payoffs)
Loan closing process – responsible for driving the closing process with internal closing team and Portfolio Coordinator
Engage RM as needed; primarily with respect to material changes to negotiated business terms with the client
Work with CIS Relationship Support to update / correct identified data issues
Address upcoming maturities and annual reviews on time; help remediate payment past dues
Ensure all customer financial reporting / covenants are collected on time
Support closing team to ensure collection of outstanding loan document exceptions
Follow up on past due real estate taxes / insurance certificates to clear exceptions
Prepare CAMP reports and quarterly trend cards / reviews
Prepare FAS 114 memo / analysis
Complete quarterly SOX controls and ensure accurate risk ratings at all times for covered portfolio
Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc
Review borrowing base availability and approve loan advances
Coordinate onboarding, deposit account opening and TM setup activities
Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc
Review borrowing base availability and approve loan advances
Review pricing grid / tickler reports to ensure pricing and fees have been applied / adjusted correctly
Remain active and engaged in periodic client calls and visits for assigned portfolio
Renewal activities with existing clients - PM leading associated activities with RM input
Has direct client contact in performing responsibilities as needed
Consults with the RM on cross-sell opportunities
Mentor and provide situational training support to Associates and Sr. Associates
Support the GPM by supplying any required data for Credit Review or FRB/FDIC/OSFI during exams (i.e. review of specific credits)
Qualification
Required
10+ years of demonstrated experience in underwriting, structuring, loan closing, documentation, and portfolio management
Demonstrated experience with credit expertise within a specific commercial banking industry or vertical
Strong technical skills and well versed in all key systems, applications, and models used
Completed a Commercial Banking Training Program or equivalent
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)
A competitive salary
Incentive pay
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
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 StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
Company data provided by crunchbase