Portfolio Manager
Current- Proven ability to rapidly learn and proficiently use new software applications, consistently becoming the go-to resource for troubleshooting and training within the team.- Oversees a $4 billion portfolio encompassing Commercial Real Estate (CRE) and Commercial & Industrial (C&I) loans across diverse asset types.- Develops and presents new business opportunities to high-level credit executives.- Leads all aspects of loan origination from drafting term sheets to underwriting, securing credit approval, and overseeing loan closings.- Serves as a dedicated relationship manager for high-value clients within the portfolio.