An official State of Ohio site. Here’s how you know
Live Chat
Contact
ODJFS Logo in OMJ Seeker Header

in
CB Portfolio Manager I Job in Powell, Ohio US

CB Portfolio Manager I

First Commonwealth Bank - Powell, OH

Posted: 1/9/2026 - Expires: 2/8/2026

Job ID: 293076907

Report this job
Apply Now
Print 

Job Description

Works closely with assigned Relationship Managers to manage a portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality standards are executed. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Participates in sales calls and is active in various community events, civic and charitable organizations.

Essential Job Responsibilities

1. Conducts financial statement, covenant and collateral analysis of Corporate Banking clients. Assists in discussions and due diligence on existing and prospective clients. Oversees portfolio analysis and assist in deal structuring and legal document review and negotiation.

2. In collaboration with Relationship Manager(s), manages a portfolio of companies. Portfolio size may vary based on length of service and management decisions.

3. Assists with the cultivation of new business opportunities from existing and potntial corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Support cross-sell opportunities as identified through client interaction.

4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Develop a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes.

5. Monitors client financial performance versus plan objectives and financial covenant compliance on a regular basis; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses.

6. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio.

7. Performs maintenance calls with Relationship Manager as needed, and assists in credit collection work as necessary for assigned accounts.

8. Services the immediate needs of the clients by performing the following with Relationship Manager(s):

a. Analyzes, with credit analysis staff, the creditworthiness of their clients and prospects.

b. Seeks additional approvals or policy exceptions as necessary.

c. Oversees proper execution and review of loan documentation in accordance with bank policy.

d. Understands the credit strengths and weaknesses of clients

e. Monitors borrower's performance and communicates to management and the credit department.

f. Works with Treasury Management to establish necessary accounts and ancillary services for deposits.

g. Other ongoing client and portfolio tasks as needed to assist the team

9. Works with the Credit Department to ensure that the approval packages are thorough and correct including review of the financial statement requirements, covenant structure, and terms and conditions

10. Prepares loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed and in conjunction with the Relationship Manager. May occasionally need to present as back up to Relationship Manager.

11. Values collateral when necessary, reviews appraisals and assesses collateral coverage.

12. Ability to assess and discuss risk ratings with the Credit Department.

13. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk.

14. Helps coordinate the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms.

15. Assists in providing direct service to commercial clients of the bank with respect to deposit, loan, and other products and services. Develops e

Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjkxODIxLjEwNTA4QGZjYmFua2luZ2NvbXAuYXBsaXRyYWsuY29t

Job Summary

Employment Type:
Full Time Employee
Job type:
Regular Employment
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
N/A
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 5
Graphic Literacy: 5

Workplace Documentation: 5