FinTrust Connect LLC
Portfolio Manager -West Palm Beach, FL
FinTrust Connect LLC, West Palm Beach, Florida, United States, 33412
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
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