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About the Role
This role provides senior-level oversight of the risk management and performance of the Bank’s commercial and industrial portfolio. It serves as a senior credit and personnel leader, exercising independent credit judgement on complex relationships, managing and developing portfolio management staff, and ensuring portfolio practices align with the Bank’s risk appetite and regulatory expectations. The position requires advanced C&I credit expertise, demonstrated experience managing teams and diverse loan portfolios, strong judgement, leadership capability, and the ability to work independently and influence outcomes across multiple stakeholders.
Responsibilities
- Provide senior-level oversight of portfolio risk, performance trends, and emerging issues across the C&I portfolio.
- Independently evaluate complex credits, higher risk relationships, and non-routine structures.
- Review, challenge, and approve complex credit recommendations, risk ratings, and exception requests.
- Serve as a senior escalation point for portfolio issues, including criticized assets and problem credits.
- Lead strategy development for risk mitigation, remediation plans, and workout approaches.
- Ensure portfolio management practices are consistent with Bank policy, regulatory guidance, and best practices.
- Provide expert guidance on loan structures, covenant frameworks, and risk identification.
- Challenge assumptions in underwriting and portfolio management to strengthen overall credit quality.
- Contribute to policy interpretation and recommend enhancements to credit standards.
- Represent the C&I Portfolio Management perspective in internal credit committees, governance forums, audits, and examinations.
- Perform independent research and analysis on industry developments and trends.
- Lead, mentor, and provide technical guidance to AVP/VP-level portfolio managers and other team members.
- Review work product for quality, consistency, and sound credit judgement.
- Set clear performance expectations, allocate work effectively, and support staff development.
- Promote strong collaboration, accountability, and professional standards across the team.
- Identify opportunities to enhance portfolio management tools, reporting, and workflows.
- Partner with internal stakeholders to improve systems and data integrity.
- Contribute to broader strategic initiatives related to C&I portfolio risk management, reporting, and growth.
- Perform other duties as assigned, including involvement in complex new originations.
Requirements
- Bachelor’s degree in Business Administration, Finance, Accounting, or related field, or equivalent advanced commercial credit experience.
- 10+ years of progressively responsible experience in commercial banking and C&I portfolio management.
- Significant experience with nonprofit, for-profit, CDFI, owner-occupied mortgage financing, and other commercial borrowers.
- Demonstrated expertise in C&I credit structures, cash-flow and collateral analysis, covenant design, risk rating, and portfolio monitoring.
- Proven ability to exercise independent credit judgement on complex, higher-risk, or non-routine transactions.
- Experience reviewing and challenging credit work prepared by others.
- Experience managing criticized assets, workout situations, or remediation plans.
- Strong understanding of bank regulatory expectations, loan policy frameworks, and risk governance practices.
- Proven ability to influence outcomes across relationship managers, underwriters, credit administration, and senior stakeholders.
- Demonstrated experience formally managing portfolio management or credit professionals.
- Demonstrated ability to identify systemic risks, recommend process improvements, and contribute to portfolio-level strategy.
- Firm understanding of Federal/State Regulations including but not limited to EOCA, Regulation B, CRA and NYDFS Rule 76.
- Advanced written and verbal communication skills.
- High proficiency in financial analysis tools, data interpretation, and portfolio reporting.
Skills
- C&I credit expertise
- Team management
- Loan portfolio management
- Credit judgement
- Leadership
- Independent work
- Influencing outcomes
- Financial analysis
- Data interpretation
- Portfolio reporting
- Salesforce
- Moody’s CreditLens
- Tableau
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- 10+ years of experience
- Senior-level
Education Level
- Bachelor's degree in Business Administration, Finance, Accounting, or related field, or equivalent advanced commercial credit experience
- Advanced degree or professional certification (MBA, CRC, CFA, CPA) preferred
Salary/Compensations
- $145,000.00 – $165,000.00
Benefits
- Pay Transparency Statement
About the Company
- Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer.
- AmeriCorps, Peace Corps and other national service alumni are encouraged to apply.
Equal Opportunity
- Minorities / Females / Individuals with Disability / Veterans.