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Open nowFirst seen 5 days ago

Group Portfolio Manager, Middle Market -Miami, FL

FinTrust Connect34 open roles

Where
Miami, Florida, United States
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Your applicationOpen nowGroup Portfolio Manager, Middle Market -Miami, FLFinTrust Connect · Miami, Florida, United States

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Group Portfolio Manager -Miami, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Group Portfolio Manager opportunity. This role is ideal for an experienced commercial banking professional with a strong credit foundation who excels in middle market underwriting, portfolio management, and loan structuring while serving as a strategic credit partner to Commercial Relationship Managers and mentoring junior portfolio professionals.

Why this opportunity?

  • Culture: Join a collaborative, relationship-focused commercial banking team that values sound credit judgment, client service, accountability, and professional development. This is an opportunity to make a meaningful impact while working alongside experienced commercial banking professionals in a high-performing environment
  • Workplace: Hybrid in Miami, FL
  • Function: Lead underwriting and portfolio management activities for a Middle Market C&I portfolio while partnering closely with Relationship Managers to deliver exceptional client service, manage credit risk, and support the development of junior team members

Requirements:

  • Bachelor's degree in Finance, Accounting, Business, or related field
  • Minimum 5 years of commercial banking experience
  • Formal commercial credit training required
  • Experience underwriting and managing Middle Market commercial credit relationships
  • Demonstrated experience in commercial loan structuring
  • Strong financial statement analysis, cash flow modeling, and credit risk assessment skills
  • Knowledge of commercial lending documentation, covenant monitoring, and portfolio administration
  • Experience managing complex commercial loan portfolios throughout the credit lifecycle
  • Previous experience mentoring Associates or junior Portfolio Managers preferred
  • Strong communication, relationship management, and organizational skills

Description:

  • Manage the underwriting and ongoing credit administration of a portfolio of Middle Market commercial banking clients with a focus on C&I lending
  • Analyze financial statements, cash flow, collateral, and industry trends to evaluate credit quality and structure appropriate lending solutions
  • Prepare comprehensive credit underwriting packages, annual reviews, renewals, risk assessments, and portfolio monitoring reports
  • Lead portfolio management activities including covenant compliance, financial reporting collection, maturity management, exception tracking, and risk rating maintenance
  • Coordinate commercial loan closing activities with internal operations and closing teams to ensure timely execution and documentation
  • Review borrowing base availability, approve advances within established authority, and support routine portfolio servicing requests
  • Partner closely with Commercial Relationship Managers to support existing client relationships, identify cross-sell opportunities, and participate in client meetings as needed
  • Maintain accurate portfolio reporting, monitor credit quality, and proactively identify emerging risks while recommending appropriate mitigation strategies
  • Mentor and provide day-to-day guidance to Associates and Senior Associates, supporting underwriting development and portfolio management best practices
  • Reports to Commercial Banking leadership and collaborates closely with Relationship Managers, Credit Risk, Loan Operations, Treasury Management, and Portfolio Support teams
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