Portfolio Manager -West Palm Beach, FL

FinTrust ConnectWest Palm Beach, FL, US

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Job Description

Credit Portfolio Manager West Palm Beach, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in West Palm Beach, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.

Why this opportunity?

Culture : Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices
Workplace : On-site in West Palm Beach, FL
Function : Loan portfolio management, credit analysis, and support of loan origination and renewal processes

Requirements :

7+ years of experience in commercial credit or portfolio management

Bachelors degree required; preferably in Finance, Accounting, or Economics

Proficiency in financial analysis, including global cash flow and credit risk evaluation

Experience preparing credit packages and pricing models

Familiarity with commercial lending structures, loan covenants, and underwriting standards

Description :

Evaluate loan requests and perform risk assessments for commercial borrowers and prospects

Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions

Conduct financial spreads, narrative preparation, and loan pricing analyses

Complete credit presentations and coordinate loan closings and renewals

Perform ongoing portfolio monitoring, including annual reviews and covenant compliance

Stay informed on industry trends and sector-specific risks

Ensure timely and accurate collection of financial documentation and compliance with internal policies

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Manager West Palm Fl • West Palm Beach, FL, US