Commercial Loan Portfolio Manager

Ascendo Resources

About the Opportunity A well-established, OCC-regulated financial institution is seeking a Commercial Loans Portfolio Manager to support the ongoing management, credit oversight, and performance of an existing CRE & C&I loan portfolio. This role...

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Commercial Loan Portfolio Manager

Ascendo Resources

Updated 3 hours ago
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Miami Hybrid 125 – 150 Full-Time 📅 12 hours ago

About this role

About the Opportunity A well-established, OCC-regulated financial institution is seeking a Commercial Loans Portfolio Manager to support the ongoing management, credit oversight, and performance of an existing CRE & C&I loan portfolio. This role offers strong exposure to both portfolio management and deal execution, partnering closely with lending and credit teams. Key Responsibilities Manage and service a portfolio of commercial real estate loans, ensuring credit quality and complianceConduct financial analysis, including cash flow, collateral, and guarantor strengthMonitor loan covenants, renewals, modifications, and annual reviewsIdentify and escalate emerging credit risks or performance issuesPrepare credit memos, risk assessments, and portfolio reportsSupport new deal evaluation and underwriting from initial screening through closingPartner with Relationship Managers and internal teams on transaction executionEnsure adherence to credit policy, OCC regulatory standards, BSA/AML, and OFAC requirementsMaintain accurate credit files, documentation, and portfolio trackingParticipate in client meetings, site visits, and property inspections Qualifications 3+ years of experience in:CRE Portfolio ManagementCredit Analysis / UnderwritingCommercial Banking Strong understanding of: CRE loan structures (perm, construction, bridge, transitional)Financial statement analysis, rent rolls, and projectionsExperience working in a regulated banking environmentAbility to present credit recommendations to senior leadershipStrong organizational and analytical skillsWillingness to travel locally

About the Company

Ascendo Resources is a well-established OCC-regulated financial institution specializing in commercial loans.

Key Highlights

  • Manage a diverse portfolio of commercial real estate loans
  • Conduct in-depth financial analyses to ensure credit quality
  • Monitor loan covenants and performance metrics closely
  • Prepare comprehensive credit memos and risk assessments

💡 Honest Take: This position is ideal for those with mid-level experience in finance, but the hybrid work format may not suit everyone. For more details, visit the company's listing at https://www.linkedin.com/jobs/view/commercial-loan-portfolio-manager-hybrid-at-ascendo-resources-4407173388?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic.

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