Vice President, Portfolio Management, Middle Market Banking Greater New Haven, CT Area
About the Role
Greater New Haven, CT Area (On-site)(New Haven, Connecticut)
The Company is seeking a Vice President for Portfolio Management in Middle Market Banking. The successful candidate will be a key player in the commercial banking division, partnering with portfolio and relationship managers to underwrite new commercial loans and manage the ongoing portfolio of existing lending relationships. This role involves a range of responsibilities, including conducting underwriting due diligence, financial analysis, preparing internal credit memos, and presenting results to the credit committee. The Vice President will also be involved in monitoring covenant compliance, risk ratings, and credit quality, as well as engaging with various internal and external stakeholders. The position offers the opportunity to mentor junior team members and requires a proactive approach to addressing the needs of the assigned portfolio. Applicants for the Vice President, Portfolio Management position at the company should have a Bachelor's degree in a related field and a minimum of 5 years' experience in credit structuring, underwriting, and cross-selling. Strong analytical and credit skills are essential, with a preference for those who have completed a formal credit training program. The role demands the ability to produce high-quality underwriting documents under tight deadlines, work independently, and have excellent interpersonal and communication skills. A thorough understanding of financial product and service regulations is required, as is proficiency in Microsoft Office. The company values a strong risk culture and expects all professionals to take a proactive and responsible approach to risk management.
Functions:
- Finance
About the Company
Globally-recognized banking group
Industry
Banking
Type
Public Company (SAN)
Age
employees
10,001+