Portfolio Manager

Description

Robert Half is seeking a Portfolio Manager Consultant for an exciting fully onsite opportunity with a local bank in Brick, NJ. This role will support the continued growth of the Commercial Banking team by managing and analyzing a portfolio of commercial relationships while partnering closely with Commercial Lenders.

The Portfolio Manager II AVP will be responsible for supporting a Commercial Lender and assigned portfolio, helping maintain credit quality, monitoring risk, coordinating financial reporting, and preparing credit recommendations. Portfolios may include a mix of Commercial Real Estate (CRE), Commercial & Industrial (C& I), Construction, and SBA loans, ranging from approximately $150MM to $300MM+.

Key Responsibilities

• Manage an assigned portfolio of commercial customers with oversight from a Commercial Loan Officer

• Maintain ongoing business relationships with current customers and serve as a secondary commercial services contact

• Support and oversee reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler tracking

• Coordinate the collection, tracking, and review of financial statements, tax returns, and loan covenants/conditions

• Prepare and coordinate loan modifications, renewals, and extensions

• Monitor assigned accounts for early warning signs of financial weakness or other risks and collaborate with leadership on action plans

• Prepare, update, and maintain credit files in both paper and electronic formats

• Underwrite new and complex commercial loan transactions and requests within the assigned portfolio

• Develop and present credit recommendations to the appropriate level of credit administration

• Serve as a primary or secondary customer contact, as assigned by the Commercial Loan Officer

• Support execution and collection of loan documentation

• Assist with internal and external audits, loan review, compliance, and regulatory examinations

• Maintain working knowledge of bank operating policies and procedures that impact commercial services

• Help support Commercial Lenders in achieving annual operating plan goals

• Coordinate effectively with internal departments to ensure efficient information flow

• Respond to internal and external inquiries within established timeframes and policy guidelines

Requirements

Education:

• Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field required

• Formal credit training in CRE/C& I and Personal Cash Flow Analysis preferred

Skills:

• Proficiency with Microsoft Office, including Excel, Word, and Outlook

• Excellent writing, grammar, math, and communication skills

• Strong organizational skills with the ability to proactively manage and prioritize workflow

• Thorough knowledge of current lending, loan review, and banking regulations, procedures, and operations

• Strong ability to analyze and interpret business, CRE, and personal financial statements

• 5+ years' experience in a similar position in the banking industry

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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