Sr. Portfolio Manager
The Portfolio Manager Sr is responsible for monitoring and managing the credit risk of an assigned commercial loan portfolio. Ensures timely receipt of financial information and conducts periodic credit reviews, including performing accurate risk ratings. Evaluates and facilitates loan renewals and modifications. Manages large and complex portfolio, including managing syndicated loans. Identifies, reports, and manages underwriting quality and consistency plus conformity to underwriting policies and procedures.
Key Responsibilities and Duties
- Performs credit analysis on complex commercial loans by analyzing borrower and guarantor financial statements and performs financial modeling scenarios in accordance with credit policies.
- Performs and documents analysis of credit risk, including financial covenants, assures that credits are property risk rated, consistent and compliant with loan grading policy and modifies servicing plans as needed. Possesses advanced credit analysis skills and has the ability to effectively interact with senior credit management.
- Ensures compliance with all company credit and risk policies and procedures.
- Early identification of deteriorating credits; develops comprehensive action plans in consultation with the Special Assets Department to minimize losses.
- Serves as the primary liaison with customers and responds to customers’ requests for modifications, extensions, or servicing needs. Monitors maturing loans and expiring commitments to ensure a timely refinance or payoff.
- Designs, implements, and manages efficient procedural improvements to ensure proper risk compliance controls. Functional ownership of compliance tracking and reporting to senior credit leadership.
- Strong knowledge of Federal banking industry regulations and operational compliance. Responsible for ensuring satisfactory regulatory and internal compliance results on assigned portfolio.
Minimum Qualifications
- 5 years of experience in the financial services industry
- Knowledge and understanding of equipment financing including loans and leases
Preferred Qualifications
7+ years of healthcare credit experience
Experience lending to For Profit / Non-Profit Hospitals, Physician Practices, or Healthcare Imaging Centers
Educational Requirements
- University (Degree) Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
Posting end date: 2/12/26
EverBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverBank and has not been reviewed or approved by EverBank.
-
Fair & Transparent Compensation — Pay is often positioned as fair-to-good, including being competitive for certain roles and local markets. Satisfaction appears stronger in specific teams where compensation aligns with expectations.
-
Wellbeing & Lifestyle Benefits — Well-being extras are emphasized, including a Lifestyle Spending Account for eligible wellness expenses alongside wellness resources and an EAP. These features can increase perceived total rewards value beyond base pay.
-
Retirement Support — Retirement support is framed around a 401(k) match up to 4% with additional insurance protections. The structure is described as competitive for a mid-size bank, even if not best-in-class.
EverBank Insights
Similar Jobs
What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
