Overview The Wholesale Portfolio Management Officer is responsible for underwriting, managing, and growing a credit portfolio while ensuring compliance with CNB policies. This role combines analytical credit expertise wi…
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Essential duties and Responsibilities: · Accounts Payable Operations…
Skills: Accounts Payable Operations, Team Leadership, Vendor Management, Compliance & Controls, Process Improvement
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Financial Reporting, General Ledger Reconciliation, Balance Sheet Preparation, Profit and Loss Statements, Financial Analysis
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Financial Reporting, Balance Sheet Preparation, Profit And Loss Statements, General Ledger Reconciliation, Financial Analysis
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Financial Reporting, Balance Sheet Preparation, Profit And Loss Statements, General Ledger Reconciliation, Financial Analysis
Overview ABOUT US Founded in 1993, Bayview Asset Management is an investment management firm specializing in mortgage and consumer credit investments, including whole loans, asset-backed securities, mortgage servicing ri…
Skills: IT Operational Risk, Technology Risk, Information Security, Governance, Risk, and Compliance (GRC), Risk Assessment
Bay Harbor Islands, Florida, United States · On-site
Entry level
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. I…
Skills: Client Services, Brokerage Support, FINRA Series 7, FINRA Series 63, Microsoft Office
Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business refe…
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the …
Benefits We Offer Include: Medical, Dental & Vision Insurance401(k) with company matchEmployer‑paid life & disability insuranceFlexible Spending Accounts (FSA)Paid Time Off (PTO)7 Company Paid Holidays24/7 Telemedicine &…
Legal Assistant (Collections) Siegfried Rivera, PA is seeking a Legal Assistant for its collections department. The ideal candidate must have a minimum of two (2) years’ experience in the Condominium/HOA collection…
Skills: Condominium Collections, HOA Collections, Legal Documentation, Microsoft Word, Case Management Software
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Grant Administration, Financial Coordination, Regulatory Compliance, Budget Revision, Proposal Development
Overview The Mortgage Loan Originator (MLO) is responsible for conforming mortgage loan production throughout the assigned market. Primary concentration and source of business is secondary conforming self-sourced mortgag…
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Financial Analysis, Customer Service, Microsoft Excel, Microsoft Word, Student Information Systems
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Description The Client Representative is responsible for the day-to-day execution of patient drug assistance services for assigned hospital and healthcare facility clients. This role focuses on screening patients for eli…
Skills: Patient Screening, Eligibility Review, Application Management, Copay Program Management, Data Entry
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Other
bachelor degree
Posted 57d ago
Apply by Jul 17
~40 hrs/week
Responsibilities
Responsible for underwriting and managing a wholesale credit portfolio while ensuring compliance with bank policies and regulatory standards. The role involves conducting annual reviews, managing covenant compliance, and collaborating with relationship managers to identify cross-sell opportunities.
Requirements
Requires a Bachelor's degree in Finance, Accounting, or a related field and over 10 years of expertise in complex credit portfolios. Preference is given to candidates who have completed formal credit training and possess proficiency in nCino and Salesforce.
Full job description
Overview
The Wholesale Portfolio Management Officer is responsible for underwriting, managing, and growing a credit portfolio while ensuring compliance with CNB policies. This role combines analytical credit expertise with proactive portfolio management to identify risks early and maintain asset quality. The PM also plays a key role in supporting renewals, extensions, and credit-related cross-sell opportunities. The PM builds strong client relationships through face-to-face (FTF) engagement, identifies opportunities for cross-selling, leverages analytics for decision-making, and collaborates with RMs, Portfolio Risk Officers, Credit Specialists, CSAs, Loan Operations, and other internal partners.
What You'll Do:
Drive end-to-end ownership of assigned portfolio; anticipate upcoming actions and ensure timely completion.
Analyze credit trends and portfolio metrics to identify emerging risks and ensure compliance with the Bank’s credit risk policies and regulatory standards.
Manage financial tickler records daily through the nCino Covenant Management platform, ensuring timely collection and escalation of exceptions.
Prepare detailed covenant waiver memoranda, credit approval documentation, and Watch List action plans with a focus on asset quality and recovery.
Participate in reviews and examinations conducted by auditors, bank examiners, or internal loan review teams.
Conduct annual reviews and covenant tests.
Collect and analyze borrower financials to assess performance and recommend covenant waivers when applicable.
Validate data accuracy for CECL and ALR reporting.
Maintain accurate records, documentation, and reporting aligned with the Bank’s risk and compliance frameworks.
Engage with clients directly through face-to-face meetings to discuss credit structures, covenant compliance, and financial performance.
Attend client meetings with Relationship Managers to build rapport, assess business needs, and deepen client relationships.
Serve as a trusted credit partner, translating financial insights into actionable recommendations that support both the client’s growth and the Bank’s credit strategy.
Initiate renewals 150 days before maturity; ensure documentation is complete and accurate.
Partner with RMs and Loan Operations to coordinate renewals, approvals, and bookings.
Underwrite loans and produce CAMs for extensions/modifications for existing clients in the portfolio.
Manage renewal and extension pipelines, proactively addressing bottlenecks or delays.
Order appraisals, insurance, and environmental reviews; manage vendor deliverables.
Partner with RMs to prepare for client meetings and support client engagement (target 80% of TCE FTF meetings).
Use portfolio insights (EWS, ALR, pipeline data) to identify credit and deposit-related cross-sell opportunities.
Build borrower trust to support independent credit discussions and deepen relationships.
Provide data-driven insights to RMs and leadership on concentrations, industry exposure, and emerging risks.
Work cross-functionally with Relationship Managers, Portfolio Risk Officers, Credit Specialists, Loan Operations, and other internal partners.
Provide timely updates to the Risk Director and RMs on credit exceptions, delinquent items, and potential relationship opportunities.
Execute ad hoc projects and risk-related analyses as assigned by the Risk Director or their designee.
Qualifications
Credit Training: Completion of formal credit training preferred.
10+ years with demonstrated expertise in complex credit portfolios.
Critical Competencies & Skills:
Strong understanding of credit risk principles, financial analysis, and underwriting standards.
Proficiency with nCino, Microsoft Office, and Salesforce/Elevate.
Familiarity with banking products, lending structures, and regulatory requirements.
Ability to build trust and credibility through Face to Face (in person) meetings and consultative interactions.
Strong negotiation, presentation, and communication skills.
Critical thinking to evaluate risk/reward scenarios.
Data-driven decision-making and problem-solving analysis
Effective partnership with Relationship Managers and internal stakeholders.
Mentoring junior credit analysts and supporting team development.
Balancing risk management with revenue generation.
Identifying cross-sell opportunities and contributing to portfolio growth.
Education
Bachelor's Degree in Finance, Accounting, Business Administration, Economics.
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Instructions to Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strickly prohibited.
Accommodations
If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at [email protected]
Headquartered in Miami, City National Bank of Florida (CNBFL) has long been a trusted financial institution for Floridians. With over $26 billion in assets, CNBFL is among the largest financial institutions based in the state. A subsidiary of Chilean bank Banco de Credito e Inversiones (Bci), City National Bank of Florida continues to operate as a community bank in South Florida with local decision-making.
City National Bank of Florida is rated 5 stars "Superior" by BauerFinancial. CNBFL was voted Best Community Bank, Best Business Bank, Best Bank for Commercial Real Estate, Best Bank for Jumbo Loans, Best Private Bank, and Best Foreign National Mortgage Lender by the readers of the Daily Business Review. CNBFL offers a diversified portfolio of financial products and services from Miami-Dade County to Central Florida.
Social Media Terms of Use: http://bit.ly/CNBsocialterms
Offices: 2855 S Le Jeune Rd, Coral Gables, Florida 33134, US · 100 SE 2nd St, Miami, Florida 33131, US · 390 N Orange Ave, Orlando, Florida 32801, US
Personal BankingResidential MortgagesSmall Business BankingCorporate BankingLeasingSpeciality BankingReal Estate BankingPrivate Client SolutionsTreasury Managementand Online Banking
How many Finance & Accounting jobs are open in Coral Gables, FL right now?
There are currently 340 open finance & accounting positions in Coral Gables, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Coral Gables, FL?
Companies currently hiring include University of Miami Health System-Uhealth, City National Bank of Florida, University of Miami Health System, Cherry Bekaert, Citrin Cooperman, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Coral Gables, FL?
Yes — 94 of the 340 open finance & accounting positions offer remote or hybrid work (28 remote, 66 hybrid).
How do I apply for Finance & Accounting jobs in Coral Gables, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.