FinTrust Connect
Senior Portfolio Manager - Orlando, 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 Orlando, 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 Orlando, 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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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 Orlando, 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
#J-18808-Ljbffr