VP, Portfolio Manager

Celtic Bank

. Provide direct oversight of an assigned portfolio of corporate loan relationships and maintain a current, well-supported view of borrower performance and credit risk .

Posted 10/27/2026full-timeSalt Lake City • Utah • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting and managing corporate loan portfolios, with strong capabilities in financial analysis, risk assessment, and credit strategy development. Proficient in leveraging technology and analytical tools to enhance portfolio management and reporting efficiency.

Highest-signal resume keywords

Underwriting Experience With Syndicated LoansFinancial Statement AnalysisCredit Risk AssessmentPortfolio ManagementCovenant Monitoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCash Flow AnalysisLoan StructuringCredit Risk AssessmentCovenant CalculationsRisk EvaluationDeal StructuringCredit Approval RequestsFinancial ReportingRisk-Rating Recommendations

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationOrganizational SkillsRelationship ManagementAbility To Manage Multiple Transactions

Tools & Technologies

AI-Enabled ToolsAnalytical Tools

Certifications & Qualifications

MBARelevant Professional Certification

Industry Keywords

Corporate BankingMiddle-Market LendingLeveraged FinanceSyndicated LendingCash Flow Lending

About the role

Key responsibilities & impact

Provide direct oversight of an assigned portfolio of corporate loan relationships and maintain a current, well-supported view of borrower performance and credit risk
Monitor financial reporting requirements, covenant compliance, borrowing performance, and other approved credit conditions
Document policy or credit exceptions and promptly escalate emerging risks or signs of credit deterioration
Lead periodic portfolio and credit reviews, including financial analysis, covenant calculations, risk assessments, risk-rating recommendations, and credit strategy
Underwrite new and existing syndicated, leveraged finance, and cash flow lending opportunities as needed
Complete due diligence, financial modeling, cash flow and repayment analysis, risk evaluation, and deal structuring
Prepare credit approval requests and present recommendations to credit committee and other approval authorities
Participate in relationship-led deal teams to evaluate transactions and support execution from initial review through closing and ongoing portfolio management
Coordinate with documentation, closing, servicing, legal, compliance, and other internal partners to ensure approved terms are accurately documented and administered
Maintain relationships with borrowers, financial sponsors, agent banks, syndicate participants, advisors, and other transaction partners
Identify opportunities to strengthen portfolio management practices, improve reporting, and increase efficiency and consistency of credit processes
Use approved technology, including AI-enabled tools where appropriate, to improve analysis, workflow efficiency, and work quality while maintaining sound judgment and data controls
Stay current on market conditions, regulatory expectations, and trends affecting middle-market, syndicated, and leveraged lending

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; equivalent relevant experience may be considered
At least seven years of relevant commercial or corporate banking experience, including meaningful responsibility for underwriting and portfolio management
Demonstrated underwriting experience with syndicated loans and cash flow-based or leveraged finance credit structures
Experience directly managing a portfolio of middle-market or corporate loans, including covenant monitoring and periodic credit reviews
Strong knowledge of financial statement analysis, accounting principles, cash flow analysis, financial modeling, loan structuring, and credit risk assessment
Ability to independently develop a well-supported credit position and clearly communicate recommendations to senior leaders and credit approval authorities
Strong written and verbal communication, organizational, and relationship-management skills
Ability to manage multiple active transactions and portfolio responsibilities in a deadline-driven environment
Preferred: experience as a credit analyst, underwriter, and/or portfolio manager
Preferred: experience in middle-market corporate banking, leveraged finance, syndicated lending, or comparable cash flow lending
Preferred: experience with agent banks, loan syndicates, financial sponsors, and complex multi-lender credit facilities
Preferred: MBA, relevant professional certification, advanced degree, or comparable advanced credit training
Comfort adopting approved AI-enabled and analytical tools

Benefits

Comp & perks

Medical, dental, vision
401(k) with employer match
Life and long-term disability coverage
HSA and FSA plans
Holidays and paid time off requests
Robust wellness program, including catered meals three times a week, lunch and learns, and onsite gym
Hybrid work schedule available after initial training period for Utah-based employees, subject to department and job requirements