Commercial Portfolio Manager

Posted 2 Days Ago
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Chicago, IL, USA
In-Office
Mid level
Professional Services • Consulting
The Role
Manages a commercial loan portfolio by underwriting and structuring commercial, construction, and owner-occupied CRE loans. Responsibilities include credit analysis, loan approvals, documentation, closings, covenant monitoring, financial reviews, risk ratings, construction draws, portfolio reporting, regulatory compliance, and collaboration with lenders, legal counsel, and loan operations.
Summary Generated by Built In

Angott Search Group is partnering with a Midwest community bank to recruit a Commercial Portfolio Manager.

In this role, you'll support the growth of the commercial loan portfolio by partnering with lenders to underwrite, structure, and manage commercial, construction, and owner-occupied CRE loans while delivering exceptional client service.

Key Responsibilities

  • Underwrite and analyze commercial, construction, and owner-occupied CRE loans.
  • Prepare credit presentations, loan approvals, annual reviews, and financial analyses.
  • Partner with Commercial Lenders to structure sound credit solutions.
  • Coordinate loan documentation and closings with Loan Operations and legal counsel.
  • Manage an assigned commercial loan portfolio, including renewals, covenant compliance, financial reviews, and risk ratings.
  • Monitor portfolio performance, including past-due loans, overdrafts, and construction draws.
  • Participate in Loan Committee meetings and prepare portfolio and Board reports.
  • Stay current on lending policies, regulations, and market trends.
  • Support CRA initiatives and represent the bank at community and networking events.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
  • 3+ years of commercial credit analysis, underwriting, or portfolio management experience.
  • Strong knowledge of commercial, construction, and owner-occupied commercial real estate lending.
  • Experience analyzing financial statements, cash flow, and borrower creditworthiness.
  • Solid understanding of commercial loan documentation, risk management, and regulatory requirements.
  • Excellent analytical, communication, and relationship management skills.
  • Proficiency with Microsoft Office and commercial lending/credit systems.

Skills Required

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • 3+ years of commercial credit analysis, underwriting, or portfolio management experience
  • Strong knowledge of commercial, construction, and owner-occupied commercial real estate lending
  • Experience analyzing financial statements, cash flow, and borrower creditworthiness
  • Understanding of commercial loan documentation, risk management, and regulatory requirements
  • Strong analytical, communication, and relationship management skills
  • Proficiency with Microsoft Office and commercial lending or credit systems
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The Company
30 Employees
Year Founded: 1981

What We Do

Angott Search Group is a national, full-service executive search and recruiting firm that connects organizations with executives, managers, and other high-impact leaders. It supports boards, CEOs, and executive teams with leadership hiring, succession planning, talent assessment, and confidential replacements. Its sector expertise spans banking, credit unions, automotive, manufacturing, legal, energy, information technology, and professional services, with nationwide direct-hire placement for client organizations.

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