Portfolio Manager

2 days ago

West Palm Beach, FL, United States FinTrust Connect LLC Full time

About the job Portfolio Manager -West Palm Beach, FL

Credit Portfolio Manager West Palm Beach, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in West Palm Beach, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.

Why this opportunity?

  • Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices
  • Workplace: On-site in West Palm Beach, FL
  • Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes
Requirements:
  • 7+ years of experience in commercial credit or portfolio management
  • Bachelors 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
Description:
  • 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

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