Full-Time
Specialty Finance Portfolio Manager
Posted on 12/3/2025
City National Bank of Florida
501-1,000 employees
Community bank offering diversified financial services
No salary listed
Miami, FL, USA
In Person
 Finance & Banking (1) |
|---|
- 5–10 years in credit/portfolio management within Specialty Finance or commercial lending.
- Working knowledge of rating agency criteria and bureaus.
- Strong analysis/writing/presentation.
- Proficiency in nCino, Salesforce/Elevate, and MS Office.
- Bachelor’s degree in business, Finance, or Accounting, or equivalent related experience.
- Responsible for the on-going monitoring of the Specialty Finance portfolio of relationships, including credit quality and data integrity.
- Responsible for ensuring that loans in the Specialty Finance portfolio are appropriately risk graded and that risk grading changes are made in a timely manner.
- Monitors client operating performance and financial condition and proactively identifies issues through covenant testing and Annual Loan Reviews.
- Utilizes Moody’s, Standard & Poor’s, and other financial websites.
- Sources reports from credit bureaus, rating agencies, and other financial websites.
- Delivers financial, industry and economic analyses and other activities to support current risk rating.
- Interfaces relationship managers, risk officers, and support staff to ensure the ongoing quality of credit files.
- Regular interaction with clients to obtain financial information and discuss financial performance.
- Responsible for adherence to credit policies, guidelines and applicable regulatory requirements.
City National Bank of Florida provides a wide range of financial services, including personal and business banking, commercial real estate loans, and private wealth management. The bank operates through a network of local branches where it manages deposits and issues loans using a local decision-making model. Unlike many large national competitors, it maintains the personal service of a community bank while being backed by the resources of its international parent company, Bci. Its goal is to serve as a trusted financial partner for Floridians by offering specialized lending and diversified banking products tailored to the local economy.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
1946
Simplify's Take
What believers are saying
- Scale in Florida supports deposit gathering and broader commercial lending.
- Treasury-management support channels help retain business clients during service disruptions.
- New commercial bankers can deepen fee income and cross-sell opportunities.
What critics are saying
- MOVEit-linked breaches exposed 36,306 customers and sensitive account data.
- Unexpected online banking outages disrupt treasury services and damage client trust.
- Third-party software dependence keeps fraud, remediation, and litigation exposure elevated.
What makes City National Bank of Florida unique
- Miami-based, second-largest Florida bank with over $26 billion in assets.
- Relationship-led banking emphasizes local decisions and personal relationships.
- Expanding commercial banking hires and sports partnerships support growth and visibility.
Help us improve and share your feedback! Did you find this helpful?
Your Connections
People at City National Bank of Florida who can refer or advise you
Benefits
Flexible Work Hours
Company News
Mayer, who has more than three decades of experience in the trust industry, joined Wilmington Trust in 2021 from City National Bank in Beverly Hills where he was the trust team lead for the Beverly Trust office.
Datafaction was acquired by City National Bank a little over ten years ago.