Private Bank, CRE Portfolio Manager

Citizens Bank
Boston, San Francisco
Workplace: HybridFull timeUSD 109,000 - 136,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Problem-solving","Attention to detail"]

Manage commercial real estate (CRE) credit underwriting and ongoing portfolio monitoring for assigned banking relationships. Analyze financial data to evaluate new loan requests and modifications, structure and document transactions, and provide first-line credit and risk expertise. Partner with relationship managers on credit follow-ups and proactively handle moderately complex credits while balancing multiple priorities, deadlines, and compliance with credit and risk policies.

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Citizens Bank
Citizens Bank
2 days ago

Private Bank, CRE Portfolio Manager

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Last checked: 22 hours agoStatus: Live

Job Summary

Manage commercial real estate (CRE) credit underwriting and ongoing portfolio monitoring for assigned banking relationships. Analyze financial data to evaluate new loan requests and modifications, structure and document transactions, and provide first-line credit and risk expertise. Partner with relationship managers on credit follow-ups and proactively handle moderately complex credits while balancing multiple priorities, deadlines, and compliance with credit and risk policies.
Location: Boston, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Provide proactive credit and risk administration for assigned CRE portfolio accounts.
  • •Structure, underwrite, and document new business, renewals, and modifications as the credit expert.
  • •Support client management for the assigned portfolio, including direct interaction on credit and risk follow-ups and coordination with relationship managers.
  • •Monitor performance of existing client relationships and manage moderately complex credits.
  • •Handle multiple competing priorities while meeting deadlines and ensuring compliance with credit and risk policies.

Pay and Benefits

Salary: USD 109,000 - 136,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

Key Requirements

  • •Bachelor’s Degree required.
  • •3+ years of experience in commercial lending/portfolio management, including financial analysis, credit structuring, and credit monitoring.
  • •High-level experience with credit and documentation.
  • •Ability to propose, negotiate, and recommend credit and covenant structures for approval.
  • •Practical and conceptual knowledge of credit and risk analysis.
Experience:3+ yearsCommercial lendingPortfolio management
Education:Bachelor's
Skills:CommunicationPresentationProblem-solvingAttention to detail

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website