Portfolio Manager (Atlanta, GA)

Lewis James Professional

Portfolio Manager
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Portfolio Manager for a direct hire opportunity with a financial services client.


  • Conduct appropriate financial analysis and research to underwrite new loan renewals, extensions, and modifications. Analyze and structure the renewal proposals and complete the underwriting and evaluation process.
  • Ensure all required documentation is collected and maintained as required by existing policy.
  • Conduct thorough annual reviews of current portfolio clients including review of financials, site visits, and assessment of general business information and other factors that would be indicators of risk.
  • In partnership with the Lending Team, establish and maintain relationships with current and prospective customers.
  • Ensure loan terms and conditions adhere to established credit policy. Ensure compliance with applicable federal, state, and local laws and regulations, agency guidelines and organization policies.
  • Proactively manages credit risk to detect issues withing the portfolio- either loan based or industry wide.
  • Provide timely and accurate reporting to senior management.
  • Work with outside vendors and professionals to remedy situations as needed.
  • Perform/create and analyze corporate and financial spreads.
  • Assist in preparation of various reports and submissions to management.
  • Other duties as assigned.


  • Education: Bachelor’s Degree from an accredited 4-year college or university or equivalent work experience
  • Work Experience: 5+ years of experience in a commercial lending environment with proven experience in credit evaluation, portfolio risk assessment and/or special assets.
  • Thorough knowledge of commercial lending process including credit evaluation and underwriting.
  • Ability to accurately interpret lending policy and apply same to the management of the portfolio.
  • Detailed knowledge and understanding of credit and financial analysis tools and techniques.
  • Ability to identify and quantify business risks and the key drivers of risk and focus decisions accordingly.
  • Thorough knowledge of banking regulations and laws governing commercial lending.
  • Strong written and verbal communication skills.
  • Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
  • Monitor, review and ensure compliance with loan covenants, borrowing base certificates, and other loan documentation requirements.
  • Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook.
  • Be able to work in a team environment.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4062. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4062. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V