credit portfolio manager

Citi

<div>Institutional Credit Management (ICM) works closely with our front line businesses to serve as a critical component of our First Line of defense for wholesale and counterparty credit risk management and also with our Independent Risk partners to ensure best-in-class risk and controls, as well as client responsiveness. Key responsibilities include portfolio analysis, documentation, risk identification, management, monitoring, administration, and stress testing.
The Credit Portfolio Manager will be part of the global underwriting function primarily focused on Alternatives (Hedge Fund and Private Equity), spanning various products including Prime Brokerage, Futures and Clearing, OTC products. Preferable candidate should also have experience managing alternative entities like BDCs.
Key Responsibilities:<ul><li>
Evaluating transactions risk across the business covering full range of products</li><li>
Role demands excellence in analysis, underwriting, monitoring, and drives global consistency across regions</li><li>
Involvement in underwriting and supporting a portfolio of complex products</li><li>
Strong knowledge of Prime Brokerage, Repo, Derivatives and structured lending</li><li>
Facilitate relationships with key clients, internal stakeholders and 2LoD Risk.</li></ul>
Client Relationships / Business Partnership:<ul><li>
Proven ability to understand nuances of local markets, local regulation, and the capabilities and practices of competitors</li><li>
Provides well-reasoned, balanced assessments of risk/return trade-offs associated with transactions and client relationships</li><li>
Proven track record of partnering with global peers in leveraging and implementation of best practices</li></ul>
Knowledge, skills and experience required:<ul><li>
Ability to understand capital markets products and complex financing and product structure</li><li>
 Risk/risk-related counterparty credit work experience in banking/financial institutions with expertise in the alternative investment counterparties</li><li>
Demonstrates strong ethics and integrity</li><li>
Dynamic, flexible, and with strong communication skills</li><li>
Can make decisions under pressure and short timeline</li><li>
Excellent verbal &amp; written communication skills. Active listening skills.</li><li>
Excellent presentation skills &ndash; adept at presenting effectively to audiences of various sizes and various constituencies.</li></ul>
Qualifications:<ul><li>
Financial Services experience including 8+ years of credit experience in Banking, Trading, Structuring or Credit Risk Management</li><li>
Underwriting experience spanning various products (e.g. subscription call facilities, Fund Financing, FX, Derivatives, Prime Brokerage, and structured lending).</li><li>
Candidate should also have experience with other alternative managers like Hedge Funds.</li><li>
Degree in Finance or Accounting or higher degree in Business (MBA), or any other related subject</li><li>
An MBA, CPA, CFA preferred, and formal credit training is a plus</li></ul>
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Job Family Group:
Risk Management
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Job Family:
Credit Risk
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Time Type:
Full time
-
Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$163,600.00 - $245,400.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Mar 25, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Hedge Fund (HF) Credit Portfolio Manager, Senior VicePresident

East West Bank

<div>Introduction:
<div>Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates&rsquo; potential for career advancement.</div><div>
</div><div>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management of C&amp; I Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.</div>
Responsibilities:
<ul><li>Assisting Relationship Manager in underwriting and managing and Structuring commercial lines, owner occupied real estate transactions, commercial mortgages according to the Bank establish guidelines and policies</li><li>
Ongoing monitoring of credit/Covenant Compliance</li><li>
Analyze and create financial loan write-ups to generate new loans.
</li><li>Manage the renewal process by working with the Relationship Manager, the client and the credit department including increase/amendment/waiver</li><li>
Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners</li><li>
Ensure compliance with EWB regulatory and credit requirements.
</li><li>Assist in accurately risk rating loans/credits.
</li><li>Develop problem loan credit solutions.
</li><li>Work with credit analyst in reviewing existing credits
</li><li>Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
</li><li>As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship
</li><li>Responsible for credit risk and quality of the portfolio.
</li><li>Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
</li><li>As appropriate with experience, assist in the development of junior bankers, credit analysts, and relationship associates.
</li><li>May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
</li><li>Perform other administrative duties required for the maintenance of a portfolio of clients.</li><li>
Perform other duties and special projects as needed.</li></ul>
Qualifications:
<ul><li><div>Bachelor's degree or combination of education and directly related experience</div></li><li>
Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience</li><li>
Demonstrates strong underwriting and projection skills</li><li>
Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits</li><li>
Develop problem loan credit solutions.</li><li>
Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. 
 
</div>Compensation: The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

Portfolio Manager

<div>Introduction:
<div>Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates&rsquo; potential for career advancement.</div><div>
</div><div>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
East West Bank is currently looking for a Portfolio Manager for the North Cal Bridge Team. The Portfolio Manager will be responsible for working with the Tech/Cross Border Commercial Team based in Santa Clara, California. This individual will manage lending/credit for a wide range of credit relationship, lead the due diligence process and deal structuring process, and partner with the Business Development Team for the delivery and negotiation of credit solutions.</div>
Responsibilities:
<ul><li>Owns the underwriting, documentation and closing process and proactively manages the portfolio</li><li>
Understands changing risk profiles of the clients and communicates the information and assessment to key stakeholders (internal and external)</li><li>
Recommends and executes on appropriate steps based on changing circumstances across a range of complex issues</li><li>
Manages large and complex portfolio with limited oversight</li><li>
Engages with clients independently, building relationships with the appropriate stakeholders, gathering information and responding to ongoing needs</li><li>
Provides training to less experienced staff and supports Team Head/Senior Relationship Manager in team leadership, including ensuring that resource allocation to their portfolio and to the pipeline is appropriate</li><li>
Develops insights into loan types and sectors and demonstrates thought leadership</li><li>
Remains abreast of market, sector and competitive trends.</li><li>
May perform other duties as assigned</li></ul>
Qualifications:
<ul><li>Minimum 6 years related banking experience. Experience in Technology Banking highly preferred.</li><li>
Bachelor&rsquo;s Degree in related major required.</li><li>
Portfolio Management experience in larger and complicated transactions required</li><li>
Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client</li><li>
Advanced knowledge of portfolio management practices including expertise in evaluating risk and managing changing situations</li><li>
Strong structuring, negotiation and closing skills, as well as demonstrated ability to engage and build trust with clients independently</li><li>
Team player with a highly developed ability to work and communicate effectively with all levels throughout the organization.</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. 
 
</div>Compensation: The base pay range for this position is USD $100,000.00/Yr. - USD $180,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

CONVEYANCE

<div>Senior Credit / Portfolio Manager
Position Overview: 
A well-established, relationship-driven community bank is seeking a Senior Credit / Portfolio Management professional to join its commercial banking team in the Detroit market.
This role sits at the intersection of credit, team leadership, and long-term succession planning. While aligned to a Portfolio Manager function, this is not a heavily client-facing or production-driven role. Instead, it is best suited for someone who enjoys hands-on credit work, mentoring junior talent, and growing into future leadership within a stable, community banking platform.
Key Responsibilities:<ul><li>
Perform commercial credit underwriting and portfolio management across C&amp;I and CRE relationships</li><li>
Analyze financial statements, assess risk, and make sound credit recommendations</li><li>
Mentor, coach, and develop credit analysts and junior team members</li><li>
Support team leadership initiatives and contribute to long-term succession planning</li><li>
Partner with lenders and internal stakeholders to evaluate and structure deals within the bank&rsquo;s credit culture</li></ul>
Qualifications:<ul><li>
5&ndash;10 years of commercial credit or underwriting experience</li><li>
Experience in a generalist commercial banking environment with exposure to both C&amp;I and CRE</li><li>
Strong credit judgment and ability to think independently</li><li>
Experience mentoring or developing junior credit staff</li><li>
Bachelor&rsquo;s degree in a related field or equivalent experience</li></ul>
Preferred Attributes:<ul><li>
Collaborative, team-oriented mindset</li><li>
Interest in long-term growth within a community bank environment</li><li>
Ability to operate in a credit-first, relationship-driven culture</li></ul>
This is an opportunity to join a stable organization that prioritizes internal development, mentorship, and long-term career growth within a community banking model.</div>

Senior Commercial Portfolio Manager

MountainOne

<div>Job Summary:
<div>The VP Commercial Credit Administration Manager is responsible for mentoring and supporting team members and for ensuring that effective underwriting and risk assessment outcomes are achieved. In conformance with the established policies and procedures performs credit analysis for new loan requests and oversees and administers existing portfolio including, but not limited to, preparation of annual reviews and loan modifications, as well as tracking financial information, and managing credit administration reports to enhance the overall risk management of the commercial loan portfolio. Works with credit team and commercial lending team to help and identify and resolve complex credit issues. Approves commercial loans up to $500,000 in TCC independently. Provides support to help ensure a satisfactory external loan review. Maintains and updates the Commercial Loan Policy and BHG Policy.
Salary Range: $120,000 - $165,000 per year, based on experience
</div>
Primary Responsibilities:
<ul><li>Analyze financial statements, management profiles, business/product cycles, historical operating performance and cash flow ability to develop an assessment of credit risk.</li>
<li>Provide supervision to all analysts supporting them with their professional development.</li>
<li>Work directly with analysts to enhance their credit analysis skills and writing, resulting in the performance of comprehensive, in-depth and meaningful credit analysis on loan transactions with moderate complications, independently and with minimal supervision from the Credit Manager.</li>
<li>Make constructive comments and recommendations on loan terms and structures to minimize credit risks and protect the Bank&rsquo;s capital.</li>
<li>Understands the balance between credit and lending, and that there are many factors to be considered in the underwriting process. Works collaboratively with the analysts and lenders to reach thoughtful recommendations that have been thoroughly reviewed and are in compliance with regulatory and Bank standards.</li>
<li>Effectively and independently, complete key credit underwriting for Mid-Size to large Commercial Loan requests in a timely fashion, including but not limited to Commercial Mortgages, Commercial and Industrial as well Working Capital Revolving Credit Loans and commercial construction loans.</li>
<li>Prepare and review in depth written analyses for relationships of various size and complexity, ensuring that the completed product is in compliance with laws, regulations and guidelines, as well as policies specific to the bank.</li>
<li>Perform analysis and research required for the annual review of all Borrower relationships as well as the annual review-renewal of all Working Capital Revolving Lines of Credit, and renewal of maturing loans.</li>
<li>Interact with customers, Bank officers and Loan Operations to respond to inquiries, questions, problems, and other credit issues on a timely basis.</li>
<li>Perform in-depth appraisal reviews to ensure all appraisals the Bank uses are in compliance with all related appraisal regulations and the Bank&rsquo;s internal Appraisal policy.</li>
<li>Provides various reports on a routine basis and as needed to effectively manage the commercial loan portfolio.</li>
<li>Prepares periodic analysis of industries for which the commercial loan portfolio has credit concentration to improve the Bank&rsquo;s underwriting of credits, particularly in new industries; monitors industry trends which affect the existing portfolio.</li>
<li>Oversees input, maintenance and distribution of credit administration related to the Finastra/Credit Quest and Abrigo Construct systems.</li>
<li>Manage the Bank&rsquo;s BHG Loan Purchase Program.</li>
<li>Acts as subject matter expert on regulatory requirements relating to the safety and soundness, and compliance regulations, of commercial lending. Shares knowledge and provides guidance to team members as needed.</li>
<li>Maintain compliance with all related Bank policies, Bank Secrecy Act, Confidentiality, standardized procedures and regulations.</li>
<li>Ongoing training to further overall banking background.</li>
<li>Represent the Bank in the community and at business and professional association functions.</li>
<li>Other duties as assigned.</li></ul></div>

VP Commercial Credit Administration Manager

Susser bank

<div>Position Summary

The Portfolio Manager is responsible for supporting the Bank&rsquo;s portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management. 


Primary Duties and Responsibilities
<ul>
<li>Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues.</li>
<li>Provide guidance and oversight to junior staff throughout the underwriting and diligence process.</li>
<li>Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process.</li>
<li>Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management.</li>
<li>Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations.</li>
<li>Effectively monitoring portfolio for revenue opportunities and/or loan exposures.</li>
<li>Support Loan Officers in prescreening potential borrowers and loans, performs due diligence and proper loan structuring.</li>
<li>Collaborate with attorneys to reviews loan documentation for accuracy.</li>
<li>Prepares lending activity reports for management and loan committee as needed.</li>
<li>Establish and maintain relationships with customers to proactively identify and recommend additional opportunities.</li>
<li>Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.</li>
<li>Maintains current and up-to-date knowledge and continues professional development through training as applicable.</li>
<li>Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.</li>
<li>Performs additional duties as assigned or directed.</li></ul> 


Education and Experience Required
<ul>
<li>Bachelor&rsquo;s degree preferred.</li>
<li>Minimum 3 years&rsquo; experience in Portfolio Management.</li>
<li>Experience in technology lending, including SaaS and recurring revenue business models.</li></ul> 


Skills and Abilities Required
<ul><li>Strong knowledge of credit and lending policies.</li>
<li>Proficient in using PC software tools including Microsoft Office.</li>
<li>Banking financial analysis.</li>
<li>Strong analytical and underwriting skills.</li>
<li>Strong organizational skills and effective time management.</li></ul> 
Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Susser Bank participates in E-Verify.</div>

Portfolio Manager (Tech Team)

Raiz Federal Credit Union

<div>Our Company
At Raiz FCU, we share a passion for knowledge and a pursuit of growth. Grounded in our El Paso heritage as previously Teachers Federal Credit Union, since 1936 we are growing to help our community move into the future. We are inspired people, invested in you. At Raiz, we guide our members to focus on what could be and help them get there. This new path inspires us to look ahead and the lead the way with passion.
Job Overview
This position reports to Business Services Operations Administrator. The Commercial Portfolio Manager / Underwriter may assist with an independent review of loan underwriting conducted on real estate secured and non-real estate secured loans. Underwriting review will include but may not be limited to; review with preparation of an underwriting summary of loans submitted by business loan personnel, assisting the commercial lenders with the preparation of loan presentations, analysis of new and existing loans financial packages - guarantors&rsquo; s financial data, tax returns (personal and corporate), income statements, balance sheets, financial statements, trends and business plans. Position requires extensive experience the spreading of tax returns and financial statement, along with spreading or business analytic systems.
This position will also assist department management with overseeing the business loan portfolio to include but not limited to tickler reports, monthly and quarterly reporting requirements. This position will also chair the Business Services policy. This position requires a high level of analytical and organization skills, ability to communicate complex financial subject matter, a thorough understanding of Business Lending programs, policies, and procedures.
The ability to multitask is vital to the successful execution of this position.
This individual will be an empowering mentor that will be:<ul><li>
A trusted expert</li><li>
A natural communicator</li><li>
A champion for our members and the community</li><li>
A guide through the moments that matter the most to our members</li></ul>
Position Details
Onsite- Raiz Business Services Center
6610 Continental Dr. El Paso, Tx 79925
Exempt (Salary)
Hours: Monday through Friday, occasional Saturdays
Pay Range
Pay commensurate with experience
Skills and Experience<ul><li>
Bachelor&rsquo;s Degree in Business Administration or related area</li><li>
Thorough knowledge of credit products, commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures</li><li>
Minimum of 5+ years of credit analysis and/or loan review experience, preferably in the banking industry, and 8 years of related or similar lending experience.
</li><li>Anticipates Business Member needs and develops a reputation for responsiveness</li><li>
Ensures success of change implementation through business strategy improvement and effective communication strategy for the commercial portfolio</li><li>
Strong analytical skills with the ability to interpret complex financial information and identify risk
</li><li>Good understanding of financial industry concepts, related laws, and regulations</li><li>
Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines
</li><li>Previous credit union experience is a plus</li><li>
Excellent communication skills and avid listener, strong business writing</li><li>
Entrepreneurial mindset and quick to adapt to fast paced environment</li><li>
High integrity, detail oriented, and ability to evaluate and mitigate risk</li><li>
Proficient in Microsoft Office and web-based applications (Excel Pivot Table knowledge a plus)
</li></ul>Role Description and Essential Duties
<ul><li><div><ul><li>Responsible for the review and analysis of financial statements, preparation of loan presentation, assisting the commercial lenders with loan committee presentation for review and approval.</li><li>
Perform financial statement spreading and analysis on new and existing loan relationships.</li><li>
Evaluate creditworthiness of borrower and guarantors by evaluating cash flow and debt serviceability.</li><li>
Conduct market analysis for each loan presentation based on the industry of proposed borrower.
</li><li>Calculating financial ratios based on financial statements and data provided.</li><li>
Providing recommendations/suggestions to commercial lenders of loan structures, payment plans, and interest rates.
</li><li>Assist commercial lenders with the writing of loan presentations that are clear and concise using prudent underwriting standards.</li><li>
Ensure compliance with credit union policies and procedures and applicable regulations.</li><li>
Communicate with borrowers, guarantors, company controllers, and accountants to gather additional information and interpret financial statements</li><li>
Provides guidance and answers questions related to credit union and all other related services. Supports cross-selling efforts and solves problems.
</li><li>Knowledgeable expert who is educated on all services provided. Attends required training and demonstrates a willingness to keep learning.</li><li>
A natural communicator who picks up on member&rsquo;s concerns- and expresses things in a way they can relate to &ndash; and who helps them understand complex or intimidating topics, so they feel more knowledgeable.</li><li>
Good working relations exist with Credit Union personnel, lending team, and management.
</li><li>Assistance is provided as needed.
</li><li>Management is appropriately informed.</li><li>
Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to the Customer Identification Program (CIP).
</li><li>Attends required annual BSA training and required compliance training.</li><li>
All other duties assigned as identified</li></ul></div></li></ul></div>

Commercial Underwriter and Portfolio Manager

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10000 credit portfolio manager jobs Near Me

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Commercial Underwriter and Portfolio Manager