Commercial Banking Portfolio Associate
6 days ago
Title: Commercial Banking Portfolio Associate
Type of role: Direct-hire/full-time employment
Location: Uptown Charlotte, NC (On-site 4 days/week)
Compensation: $140K – 175K (Target bonus 10-20%)
Note: All candidates must be able to work as a W2 employee for any employer in the US. (The role is not eligible for Corp to Corps or those requiring sponsorships now or in the future. This role is not eligible for relocation assistance.)
Overview:
We are seeking a Mid-Corporate PM Associate in Commercial Banking to work in partnership with small deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships.
In this role, you will:
- Focus on managing a complex credit portfolio of account relationships in Mid-Corporate Portfolio Management within Commercial Banking
- Research complex financial and credit information for commercial businesses according to business unit standards for Mid-Corporate Portfolio Management within Commercial Banking
- Conduct credit analysis, industry and business risk analysis, and financial modeling and projections in support of loan structuring decision making activities and determining creditworthiness for Mid-Corporate sized companies
- Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
-General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow Mid-Corporate relationships
- Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
- Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining and growing client relationships
- Provide guidance to and assist with development of less experienced team members
Required Qualifications:
-4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits
- Experience originating, structuring, and executing bank lending transactions and other credit related products, for critical or complex clients
- Knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
- Strong analytical skills including analyzing complex data
- Ability to perform in depth commercial financial statement analysis
- Knowledge and understanding of debt and equity capital markets
- Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
- Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
- Experience with nCino - A BS/BA degree or higher
Job Expectations:
- Ability to travel up to 10% of the time
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