Citizens Bank

2 months ago

Senior Asset Finance Portfolio Manager II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Senior Asset Finance Portfolio Manager II managing a portfolio of Asset Finance leases and loans, partnering with Relationship Managers to service existing clients, support new business development, and manage portfolio risk. Independently handles non-routine servicing, collaborates with Credit Risk, and presents portfolio credits to senior management for approvals and reviews.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Sr. Manager level

Key Responsibilities

•Manage and monitor an assigned Asset Finance portfolio, including preparation and presentation of periodic portfolio reviews
•Track and verify covenant compliance and maintain accurate portfolio risk ratings
•Prepare, review, and approve credit requests, including amendments and restructurings, providing independent credit perspective
•Assess credit performance, industry trends, policy compliance, and underwriting quality; recommend risk mitigation and structural improvements
•Review and assist with onboarding new Asset Finance credits

Pay and Benefits

Salary: USD 165,000 - 175,000 annually

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

Key Requirements

•Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent experience
•10+ years of portfolio management and underwriting experience in commercial or equipment finance
•Equipment finance knowledge across a wide range of asset classes and obligor types
•Strong credit acumen with proven underwriting, structuring, and documentation skills
•Experience managing client interactions and conducting due diligence

Experience:10+ yearsCommercial bankingFinancial services

Education:Bachelor's

Skills:CommunicationNegotiationPresentationAnalyticalTeam mentoring

Languages:English

Tech Stack:Microsoft Office

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

Loading job details...

Preparing the role view and application actions.

Citizens Bank

2 months ago

Senior Asset Finance Portfolio Manager II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Sr. Manager level

Key Responsibilities

•Manage and monitor an assigned Asset Finance portfolio, including preparation and presentation of periodic portfolio reviews
•Track and verify covenant compliance and maintain accurate portfolio risk ratings
•Prepare, review, and approve credit requests, including amendments and restructurings, providing independent credit perspective
•Assess credit performance, industry trends, policy compliance, and underwriting quality; recommend risk mitigation and structural improvements
•Review and assist with onboarding new Asset Finance credits

Pay and Benefits

Salary: USD 165,000 - 175,000 annually

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

Key Requirements

•Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent experience
•10+ years of portfolio management and underwriting experience in commercial or equipment finance
•Equipment finance knowledge across a wide range of asset classes and obligor types
•Strong credit acumen with proven underwriting, structuring, and documentation skills
•Experience managing client interactions and conducting due diligence

Experience:10+ yearsCommercial bankingFinancial services

Education:Bachelor's

Skills:CommunicationNegotiationPresentationAnalyticalTeam mentoring

Languages:English

Tech Stack:Microsoft Office

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