Portfolio Manager - Middle Market Corporate Banking

Location: San Francisco, California, United States; minimum four days per week in the office

Salary: $150,000–$200,000 per year, plus an annual discretionary bonus

Company

hirify.global is a commercial banking organization supporting companies across industries with banking tools, data, and strategic insights.

What you will do

• Manage a portfolio of the most complex commercial credits with limited supervision.
• Underwrite, structure, and document new business, renewals, and modifications as the credit expert within the first line of defense.
• Perform financial analysis and modeling, risk evaluation, credit administration, portfolio monitoring, and compliance activities.
• Anticipate portfolio issues, develop solutions, and manage competing priorities while meeting credit and risk policy deadlines.
• Provide direct client management support and resolve complex credit monitoring and administration matters.
• Monitor industry and market information and share insights with relationship managers and portfolio managers.

Requirements

• 6+ years of underwriting and portfolio management experience with a regional commercial bank or larger institution.
• Middle Market or Mid-Corporate experience in commercial and industrial banking.
• Bachelor's degree and formal credit training.
• Ability to manage complex credits independently, maintain expert knowledge of clients and credit structures, and work with limited supervisory intervention.
• Knowledge of credit policy, risk administration, financial analysis, portfolio maintenance, and regulatory compliance.
• Ability to structure, underwrite, and document credit opportunities, renewals, and modifications.
• Strong analytical, problem-solving, communication, collaboration, client-support, and prioritization skills.

Nice to have

• Advanced Excel skills and experience with financial modeling.
• Strong collaboration skills and a client-centric focus.
• Advanced expertise in financial analysis, credit modeling, and risk evaluation.
• Knowledge of industry trends and market dynamics and an ability to share insights across teams.

Culture & Benefits

• Full-time schedule, Monday through Friday, 40 hours per week.
• Competitive pay with comprehensive medical, dental, and vision coverage.
• Retirement benefits, maternity and paternity leave, flexible work arrangements, education reimbursement, and wellness programs.
• Employment is subject to successfully passing a background check, which may include credit, motor vehicle, public record, employment, and criminal background checks.
• Inclusive workplace committed to equal employment opportunity and respectful, professional treatment.