Specialty Finance Portfolio Manager

City National Bank of Florida • Miami, FL

6d

About The Position

The Specialty Finance Portfolio Manager safeguards credit quality and data integrity across a portfolio of Specialty Finance relationships; ensures timely risk grading; executes covenant testing and Annual Loan Reviews; delivers analysis that supports risk ratings; partners with RMs/Risk/Support; and maintains full regulatory and policy adherence.

Requirements

• 5–10 years in credit/portfolio management within Specialty Finance or commercial lending.
• Working knowledge of rating agency criteria and bureaus.
• Strong analysis/writing/presentation.
• Proficiency in nCino, Salesforce/Elevate, and MS Office.
• Bachelor’s degree in business, Finance, or Accounting, or equivalent related experience.

Responsibilities

• Responsible for the on-going monitoring of the Specialty Finance portfolio of relationships, including credit quality and data integrity.
• Responsible for ensuring that loans in the Specialty Finance portfolio are appropriately risk graded and that risk grading changes are made in a timely manner.
• Monitors client operating performance and financial condition and proactively identifies issues through covenant testing and Annual Loan Reviews.
• Utilizes Moody’s, Standard & Poor’s, and other financial websites.
• Sources reports from credit bureaus, rating agencies, and other financial websites.
• Delivers financial, industry and economic analyses and other activities to support current risk rating.
• Interfaces relationship managers, risk officers, and support staff to ensure the ongoing quality of credit files.
• Regular interaction with clients to obtain financial information and discuss financial performance.
• Responsible for adherence to credit policies, guidelines and applicable regulatory requirements.

What This Job Offers

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