Philadelphia – Commercial Portfolio Manager / Underwriter – Middle Market ( 107812)

Ken has been a Credit Analyst / Underwriter / Portfolio Manager for four years.

He is seeking an opportunity with a Philadelphia / Wilmington area bank.

Ken’s career skills as a Commercial Underwriter / Portfolio Manager include:

  • Assigned to manage and grow a +$400MM loan portfolio
  • Grew the portfolio by $85MM in the last four years
  • Served as the Credit Mentor to Analysts  which involved giving on-the-job training in credit policy and methods, delegating deal related tasks, and reviewing their work.
  • Managed some of the market’s largest and more complex credit exposures.
  • The portfolio’s companies range from $50MM to $2B in revenue and operate across a broad scope of industries, with commitments underwritten primarily for acquisition, working capital, capex, and dividend financing.
  • Monitoring clients’ financial performance and risk rating, underwriting additional exposure, and negotiating and structuring amendments to credit agreements) and partnering with Bankers to responsibly grow the business
  • Complete diligence on prospective clients, financial projection modeling (management, base, and downside modeling for all potential deals), documenting credit approval memos, and leading the credit agreement negotiation.
  • Additional responsibilities include: collateral and enterprise value analysis, ensuring compliance with regulations (e.g. leveraged finance guidelines and RE lending guidelines) and coordinating with product partners (e.g. treasury, IB, syndications, mezzanine financing, and international banking) to meet deal deadlines.

Ken is asking for a base salary minimum of $90K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: