Dir Portfolio Mgmt MMB

Webster Bank • Jericho, NY • 1h ago

One Jericho Plaza, Jericho, New York, 11753, USAIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!This Is What You Will Do (Position Summary)At Webster Bank, our financial intermediation activities are organized broadly around three distinct lines of business: the Consumer Bank, the Commercial Bank, and HSA Bank.This position will be aligned with the Commercial Bank.Commercial Banking delivers solutions to a wide range of companies, investors, government entities, and other public and private institutions. We help our clients achieve their business and financial goals through our deep expertise in Commercial & Institutional Lending, Commercial Real Estate, Capital Markets, Capital Finance and Treasury Management. Our Wealth Management team pairs holistic wealth solutions, including tailored lending, with commercial banking services, helping our clients achieve their financial goals.The Director, Portfolio Management role will work within the Commercial Banking Middle Market Division and will partner with portfolio and relationship managers to support (i) underwriting new commercial loans for private and publicly owned businesses and (ii) the ongoing portfolio management of existing lending relationships. Responsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the region's overall goals. Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, legal counsel, and operations personnel. The position will also have the opportunity to teach and mentor junior deal team members.You Will Be Responsible For (Major Duties and Responsibilities)Underwriting Lead underwriting due diligence and partner with relationship managers to produce deal screen and underwriting documentsInterface with clients and other stakeholders to facilitate underwriting processDetail debt financings and company financials utilizing Excel and Webster's credit management platform, SageworksDraft approval document narrative, thoroughly identify all risks and mitigating factors, document variances to policy/procedures, and assign accurate risk gradeResponsible for presenting underwriting memos to credit committeeSupport legal documentation drafting and negotiationsFacilitate loan closing process with commercial loan operationsPortfolio ManagementReview, spread, and maintain periodic financial statements, compliance certificates and borrowing base reportsEngage with borrowers' CFOs (or similar position) to get qualitative updates on performanceEnsure the timely completion of renewals, annual reviews, and interim analyses.Ensure borrower is assigned an appropriate risk ratingPresent internal portfolio review memos to senior credit executives at periodic meetingsExecute all amendments/waivers for existing borrowersMaintain ticklers, covenants, and borrower credit filesMaintain customer information and data integrity on bank systemsEnsure compliance with all regulations, policies, and proceduresOtherGenerate new ideas and recommendations for continuous process impro

Similar Jobs

Manager, Financial Analysis (Bank Tech Finance)

Capital One • New York, NY • 1h ago

Finance, Accounting & Banking

Manager, Financial Analysis (Bank Tech Finance) Capital One is seeking a culture-led, results-driven, and strategic Manager of Bank Technology Finance. This is an exciting time for Capital One, as we are looking to expan...

1h ago

Go to Apply

Project Manager-Bank Building Security Infrastructure

CBRE • New York, NY • 1h ago

Finance, Accounting & Banking

Project Manager-Bank Building Security Infrastructure Job ID 249832 Posted 10-Dec-2025 Service line PJM Segment Role @type Full-time Areas of Interest Construction, Project Management Location(s) Atlanta - Georgia - Unit...

1h ago

Go to Apply

Citi Private Bank - UHNW Private Banker

Citigroup • Greenwich, CT • 1h ago

Finance, Accounting & Banking

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong com...

1h ago

Go to Apply

Project Manager-Bank Building Security Infrastructure

CBRE • Fort Lee, NJ • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Project Manager-Bank Building Security Infrastructure

CBRE • New York, NY • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Manager, Data Scientist - Commercial Bank Strategy and Analytics

Capital One • New York, NY • 1h ago

Finance, Accounting & Banking

Manager, Data Scientist - Commercial Bank Strategy and Analytics Data is at the center of everything we do. As a startup, we disrupted the credit card industry by individually personalizing every credit card offer using...

1h ago

Go to Apply

Oliver Wyman - Senior Marketing Manager, Banking & Financial Services - NY/Boston

Marsh & McLennan • New York, NY • 1h ago

Finance, Accounting & Banking

About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations...

1h ago

Go to Apply

Senior Associate, Data Scientist - Commercial Bank Strategy & Analytics

Capital One • New York, NY • 1h ago

Finance, Accounting & Banking

Senior Associate, Data Scientist - Commercial Bank Strategy & Analytics Data is at the center of everything we do. As a startup, we disrupted the credit card industry by individually personalizing every credit card o...

1h ago

Go to Apply

Finance & Business Management - Senior Associate - Consumer Affluent Banking

JPMorgan Chase • New York, NY • 1h ago

Finance, Accounting & Banking

Do you thrive on analyzing data, streamlining processes, collaborating with business partners, and delivering impactful results? If you're also committed to continuous personal and professional development, this opportun...

1h ago

Go to Apply

Principal Associate, Ontology and Data Modeling- Retail Bank

Capital One • New York, NY • 1h ago

Retail & Hospitality

Principal Associate, Ontology and Data Modeling- Retail Bank The role of the Principal Associate of Ontology and Data Modeling is to develop, implement, and maintain enterprise ontologies in support of Capital One's Data...

1h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.