Senior Portfolio Manager- Commercial Middle Market (Mt. Laurel, NJ)

Lewis James Professional

                                                                                                                                                                                                      Senior 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 Senior Portfolio Manager for a direct hire opportunity with a financial services client.


  • Coordinate meetings to discuss new loan requests, renewals, current and adequate financial statement collection, risk rating assessments, past dues, pipeline and call preparation.
  • Maintain oversight to key portfolio activities to include Watchlist reporting, AQR process completion, and loan review interaction.
  • Monitor covenant testing, financial collection and annual line reaffirmation/term loan review process with associated accounts.
  • Complete industry specific underwriting including analysis and industry sub-sector trends.
  • Assist in an effective closing process including working with outside counsel, clients and advisors throughout onboarding.
  • Analyze financial statements and document client performance, conduct annual credit review meetings with clients along with identified risk and risk factors.
  • Conduct loan portfolio concentration and trend analysis.
  • Monitor and assess the loan portfolio for performance trends.
  • Manage data integrity of all data inputs and outputs.
  • Partner with RMs to increase overall sales performance by identifying sales opportunities within the portfolio.


  • Bachelor Degree or the equivalent experience. Specialty: Finance, Economics, or Business Administration. (Required).
  • 10 or more years Commercial Credit. (Required).
  • 10 or more years Banking. (Required).

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3854. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_3854. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V