Specialty Finance Portfolio Manager jobs in United States
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City National Bank · 15 hours ago

Specialty Finance Portfolio Manager

City National Bank is seeking a Specialty Finance Portfolio Manager who safeguards credit quality and data integrity across a portfolio of Specialty Finance relationships. The role involves monitoring credit quality, ensuring timely risk grading, and maintaining adherence to regulatory requirements.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Responsible for the on-going monitoring of the Specialty Finance portfolio of relationships, including credit quality and data integrity
Responsible for ensuring that loans in the Specialty Finance portfolio are appropriately risk graded and that risk grading changes are made in a timely manner
Monitors client operating performance and financial condition and proactively identifies issues through covenant testing and Annual Loan Reviews
Utilizes Moody’s, Standard & Poor’s, and other financial websites
Sources reports from credit bureaus, rating agencies, and other financial websites
Delivers financial, industry and economic analyses and other activities to support current risk rating
Interfaces relationship managers, risk officers, and support staff to ensure the ongoing quality of credit files
Regular interaction with clients to obtain financial information and discuss financial performance
Responsible for adherence to credit policies, guidelines and applicable regulatory requirements

Qualification

Credit/portfolio managementRisk gradingFinancial analysisNCinoSalesforce/ElevateMS OfficeWorking knowledge of rating agency criteriaPresentation

Required

5–10 years in credit/portfolio management within Specialty Finance or commercial lending
Working knowledge of rating agency criteria and bureaus
Strong analysis/writing/presentation
Proficiency in nCino, Salesforce/Elevate, and MS Office
Bachelor's degree in business, Finance, or Accounting, or equivalent related experience

Company

City National Bank

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City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

H1B Sponsorship

City National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Howard Hammond
CEO City National Bank
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Fiyaz Khan
Senior Vice President, Structured Products
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Company data provided by crunchbase