Candidate Profile #418623

New York – New York City Area – Commercial Loan Portfolio Manager

• Years of Related Experience: Three
• Minimum Salary: $88K
• Work Area:  New York City, New York
• Experience:
  • Portfolio Manager with financial analysis on CRE and C&I loans.
  • Completed a credit training program, rotating through loan analysis, loan underwriting, and portfolio management, including a focus on CRE and C&I loans.
  • Conducted financial analysis and personally underwrote credit facilities totaling over $45MM in new loan originations.
  • Developed and participated in credit presentations for the Management Loan Committee and Board of Directors.
  • Successfully trained and mentored new hires, fostering a collaborative environment and improving team performance.
  • Assisted in the facilitation of new originations over $85MM.
  • Assumed a key role as a primary point of contact for commercial clients inquiring about loan applications or existing credit facilities.
  • Managed existing loan portfolios over $300MM, and worked closely with clients, loan operations, and credit analysts to ensure a smooth transaction and timely closing.
  • Collaborated closely with loan officers to structure credit requests that met client needs while optimizing risk-adjusted returns.
  • Performed annual reviews and actively facilitated and prepared credit line renewals at least 90 days prior to maturity.
• Education:  Bachelor’s Degree
• Reference #:  418623
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