Portfolio Manager, Commercial Lending

JPMorganChase • Columbus, OH

8d

About The Position

As a Portfolio Manager in Commercial Lending, you help manage commercial lending portfolios and advance new financing opportunities and annual loan reviews by keeping deliverables on track and risks visible. You partner closely with Commercial Solutions bankers and sales leadership, serving as a connector across credit, operations, and client service teams. The role calls for ownership, proactive follow-through, and escalation of roadblocks to protect transaction timelines and the client experience. The team values collaboration, precision, and consistent follow-through.

You will support new financing requests and annual reviews, lead new client onboarding, manage the pipeline for new business and renewals, monitor portfolio performance, and communicate with clients to obtain required portfolio maintenance items and clear past-due documentation.

Requirements

• 5+ years of related experience in commercial lending, portfolio management, or commercial credit and underwriting support.
• Bachelor’s degree in business, finance, economics, mathematics, management, or a related field.
• Demonstrated financial analysis experience in commercial lending, such as cash flow analysis, financial statement analysis, or pricing support.
• Strong analytical and quantitative skills.
• Ability to work independently and in a team-oriented environment, with strong follow-through and attention to detail.
• Strong written and verbal communication skills, including comfort interacting with clients and senior stakeholders.
• Strong client management and cross-functional coordination skills.
• Proficiency with Microsoft Word, Excel, and PowerPoint.

Nice To Haves

• Master of Business Administration degree.

Responsibilities

• Support bankers on new financing requests by coordinating spread ordering, completing financial and pricing analysis, and compiling required materials for deal submissions to credit partners.
• Partner with bankers on annual reviews, including pricing models and relationship strategies.
• Lead new client onboarding by coordinating with credit, operations, treasury, know your customer, environmental, and appraisal partners.
• Manage the pipeline for new business and renewals by tracking milestones and driving timely progression.
• Identify, escalate, and help resolve risks and roadblocks that could impact transaction timelines.
• Monitor portfolio performance and proactively address emerging issues and risks.
• Communicate with clients to obtain required portfolio maintenance items and clear past-due documentation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level