Commercial lending vice president vs portfolio manager

Differences between commercial lending vice president and portfolio manager duties and responsibilities

Commercial lending vice president example responsibilities.

• Establish and manage customer relationships, credit approval/recommendation, documentation, servicing of commercial, real estate, and SBA loans.
• Manage a loan pipeline from origination through to settlement and funding in accordance with Bankpolicies, procedures and regulatory requirements.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Expand commercial loan product offerings by establish bank with the SBA, enabling usage of SBA programs for loan risk mitigation.
• Co-Manage a portfolio of $275MM with a senior relationship manager facilitating underwriting, renewals and origination.
• Manage a loan pipeline from origination through to settlement and funding in accordance with Bankpolicies, procedures and regulatory requirements.
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Portfolio manager example responsibilities.

• Manage ongoing existing client needs and assist in credit structuring at loan origination.
• Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
• Manage governance, engage stakeholders and communicate budget impact to senior management.
• Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
• Create PowerPoint presentation books for clients.
• Facilitate internal, external, GAAP audits.
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