Charlotte – Commercial Portfolio Manager – C&I, CRE & SBA (30412)

John has been a Commercial Portfolio Manager for six years with a total of 16 years of related banking experience.

He is seeking an opportunity with a Charlotte area bank.

John’s career skills as a Commercial Portfolio Manager include:

  • Currently responsible for developing and managing program for a growing portfolio of approximately 375 relationships with assets of $175MM, consisting of lines of credit, commercial real estate facilities, and largest commercial relationships.
  • Underwrite commercial credits from $250K to $20MM
  • Loan mix:  60% C&I, 40% CRE
  • Extensive experience with SBA 7a and 504.
  • Tasked with all underwriting and portfolio risk management for annual reviews, renewals and modifications.
  • Tracking of related financial statements, site inspections and ensuring of compliance with related covenants.
  • Quarterly portfolio risk monitoring, risk grading and review of special assets.
  • Created and maintains quarterly reporting for portfolio concentrations by NAICS codes, collateral types and geography; as well as real estate loans segmented by property type.
  • Ongoing review, collection of A/R reporting and borrowing base certificates for asset based lending.
  • Providing ongoing guidance and mentoring to junior underwriters.
  • RMA and Omega credit training

John is asking for a base salary minimum of $107K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.

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