Commercial Portfolio Manager - To 120K - Waukesha, WI - Job 3744
On-site Waukesha Full-time Manager Investment & Corporate Development
At a glance
Manager-level Investment & Corporate Development role at The Symicor Group. Waukesha · full-time · up to $120,000 base.
SalaryStated by The Symicor Group
Up to $120,000
Base salary for this role, in USD per year, as published in the posting.
RoleInvestment & Corporate Development
SeniorityManager
LocationWaukesha
WorkplaceOn-site
EmploymentFull-time
Base payup to $120,000
PostedFeb 20, 2026 · 8mo ago
Role brief
financeroles summary, based on the employer's posting.
What you'll do
- Check loan write-ups with underwriters, then route complete applications for the right approval
- Prepare term sheets, explain borrowing terms and request information needed to start renewals
- Track current, matured and overdue loans, recommending action and identifying revenue opportunities or credit exposure
- Assess prospective borrowers, structure loans and review supporting documents with attorneys for accuracy
- Build customer relationships and prepare lending reports for management or the loan committee
What you bring
- At least five years in commercial lending portfolio management
- Strong command of credit and lending policies, backed by financial analysis and underwriting ability
- Skill with Microsoft Office and strong organization and time management
Who this fits
This is an on-site manager-level role in Waukesha, Wisconsin, focused on commercial loan portfolio work. You'll suit it if you bring substantial commercial lending experience and are comfortable supporting loan officers, working with borrowers and handling lending compliance. The role lists a bachelor's degree as preferred.
From the employer
Commercial Portfolio Manager – To $120K – Waukesha, WI – Job # 3744
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our bank client is seeking to fill a Commercial Portfolio Manager role in the Waukesha, WI area. The position is responsible for supporting the Bank’s portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management.
The opportunity has a generous salary of up to $120K and a benefits package. (This is not a remote position).
Commercial Portfolio Manager responsibilities include:
Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues.
Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process.
Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management.
Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations.
Effectively monitoring portfolio for revenue opportunities and/or loan exposures.
Support Loan Officers in prescreening potential borrowers and loans, performs due diligence and proper loan structuring.
Collaborate with attorneys to reviews loan documentation for accuracy.
Prepares lending activity reports for management and loan committee as needed
Establish and maintain relationships with customers to proactively identify and recommend additional opportunities.
Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
Maintains current and up-to-date knowledge and continues professional development through training as applicable.
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
Performs additional duties as assigned or directed.
Who Are You?
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
Bachelor’s degree preferred.
5 to 10 years’ experience in Commercial Lending Portfolio Management.
Strong knowledge of credit and lending policies.
Proficient in using PC software tools including Microsoft Office.
Banking financial analysis.
Strong analytical and underwriting skills.
Strong organizational skills and effective time management.