Specialty Finance Portfolio Manager jobs in United States
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City National Bank of Florida · 7 hours ago

Specialty Finance Portfolio Manager

City National Bank of Florida is seeking a Specialty Finance Portfolio Manager to safeguard credit quality and data integrity across a portfolio of Specialty Finance relationships. The role involves monitoring the portfolio, ensuring timely risk grading, and delivering analyses that support risk ratings while maintaining compliance with regulatory requirements.

BankingCommercial LendingConsumer LendingFinanceFinancial Services
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Growth Opportunities
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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 agenciesWriting skillsPresentation skills

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 of Florida

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City National Bank is a financial institution that offers banking products and services to businesses, healthcare, and individuals.

H1B Sponsorship

City National Bank of Florida 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 (5)
2024 (1)
2023 (3)
2022 (4)
2021 (3)
2020 (3)

Funding

Current Stage
Late Stage

Leadership Team

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Jorge Gonzalez
CEO & Vice Chairman of the Board
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Rafael Barrera Renault
Executive Vice President, Chief Human Resources Officer
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Company data provided by crunchbase