Bethesda, Maryland, United States

C&I Portfolio Manager

Posted over 1 month ago

Job Description

Accounting and Finance
Position Type
Job Location
7830 Old Georgetown RoadBethesda, Maryland
Tracking Code


We are a values driven organization putting Relationships FIRST. EagleBank is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our community. EagleBank (NASDAQ - EGBN) was founded to meet the financial needs of local business owners in Maryland, Washington DC, and Northern Virginia. With genuine connections, we provide custom financial solutions, local decision-making, and a deeply-rooted dedication to the community.


Our Commercial and Industrial (C&I) Team proudly serves the businesses of our local community. We offer competitive, Commercial Loans and Lines of Credit, Treasury Solutions, Acquisition Financing, Equipment Leasing, Owner Occupied Commercial Real Estate, Small Business Lending, SBA, and Other Financing solutions. Our teams propose value add solutions that are creative and flexible to help small and middle market businesses goals become a reality.

The Lending Team is divided by region, with a Market Executive leading each of our teams. The core competency of the banks lenders runs to all types of businesses, including government contracting, non-profits, bond financing for schools and other organizations, healthcare, and professional service firms.


The C&I Portfolio Manager, under limited oversight, supports the credit process by facilitating the collection of financial information from clients and prospects, preparing and submitting credit packages for the approval of new loans and for the renewal of existing loans, working with the Relationship Manager(s) to draft term sheets/loan proposals, reviewing loan documents, both internally and attorney prepared, for accuracy prior to loan closing and the day-to-day management of upcoming maturities, past dues and documentation exceptions.


  • Bachelors Degree in business administration, finance, accounting or related field required; 3 additional years of commercial credit underwriting and analysis experience may be substituted for bachelors degree
  • 3 years of commercial credit analysis, portfolio management and customer service experience required; advanced degree accepted in lieu of some work experience
  • Adept in financial statement analysis
  • Successful completion of web-based credit training through RMA, Omega or similar programs may be required within six months of hiring
  • Good communication skills
  • Strong knowledge of credit underwriting, including cash flow and collateral analysis
  • Ability to identify strengths and weaknesses and mitigates
  • Proficiency in Microsoft Word, Excel and Outlook


  • Experience structuring and pricing loan transactions to achieve organizational goals preferred
  • MBA or Masters Degree preferred
  • Bank product knowledge preferred
  • Knowledge of varying credit structure types: Term loans, Owner occupied CRE, Line and Letter of credit
  • Ability to work on several loan requests simultaneously


EagleBank is committed to being a workplace of inclusion, equity, respect, and acceptance. We celebrate diversity and intentionally seek out opportunities to learn from one anothers experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Throughout your EagleBank career, our commitment is to provide you with a variety of competitive benefits, recognition, training and development, and the knowledge that your contribution adds value to the company and our community. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships.

We understand the need to be creative and flexible when it comes to telecommuting and other alternative work arrangements. This position is eligible for our hybrid remote work program which allows employees to work remotely two days a week. This position has flexibility in choosing which two days, in addition to Wednesday, will be worked in the Bethesda, MD office.

Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested connecting with people inspired by our mission and values. If you arent hired for this position, your resume will remain available for the next year and might be considered for future openings. Note: You can update your resume as often as needed.

Required Skills


  • Works closely with borrower to collect all pertinent information to ensure necessary documentation is received. Works closely with senior portfolio administrator to review loan package (new loans, extensions, modifications) prior to submitting for loan documentation. Coordinates loan documentation preparation with the Documentation Department or outside attorney as appropriate. Serves as a point of contact for borrower to address questions or concerns during loan documentation process.
  • Under close supervision, coordinates the administrative aspects of closing of the loan which may include ordering environmental assessments, title work, surveys, flood determinations, tax service contracts, and obtains insurance, payoff amounts and UCC searches. Submits work timely to Supervisor for review so that all deadlines are met. Works closely with Pre-Closing department to ensure that all the organizational document and ownership records are obtained prior to approval. Works directly with supervisor to reviews final loan documents to ensure that they are in compliance with the loan approval and to ensure that all fees are disclosed prior to closing. Submits post-approval documentation and all necessary insurance documentation to Pre-Closing Department for final review.
  • After closing, works closely with supervisor as required to prepare the loan file for funding: including ensuring that the loan documents are appropriately signed, dated and organized generating input sheets to send to funding and loan servicing, and creating cover sheets to build an electronic loan file. Updates and submits documents to the vault using the vault log. Scans documents for funding. Manages critical and other documentation exceptions to minimal levels at all times.
  • Completes a daily review of past due and coming due to ensure maturing loans are processed and loan payments are collected the same day they are received. Immediately proactively requests payments from borrower on any past-due loans Reviews, updates and addresses exceptions to ensure loan files are in compliance. Processes client draw requests for lines of credit in compliance with loan approvals, as well as overdrafts, transfers, payments, and addresses questions/requests from customers throughout the process in a timely manner.
  • Manages GL process to clear items as appropriate and within required timeframe each month. This includes researching outstanding items, processing payments to vendors same day as receipt and collecting and depositing fee payments from customers.