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  1. Home
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  3. accounting & finance
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  5. Credit Portfolio Manager I - Education/Not for Profit
TD logo

Credit Portfolio Manager I - Education/Not for Profit

Not Disclosed•Full-TimeOn-site

location_onHopemont Drive, Laurel Knoll East, Mount Laurel Township, Burlington County, New Jersey, 08054, United States

Apply Now

About the Team

TD is one of the world's leading global financial institutions and the fifth largest bank in North America. With over 95,000 colleagues, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for more than 27 million households and businesses across Canada, the United States, and globally. We are deeply committed to being a leader in client experience, believing that every colleague, regardless of location, is client-facing. Together, we are reimagining what banking can be for our clients, colleagues, and communities.

The Credit Portfolio Manager role is part of a dedicated team of underwriters supporting the Greater Mid-Atlantic geography. This team primarily serves Non-Profit and Education Commercial Borrowers, including social services agencies, cultural institutions, charitable and scientific organizations, membership associations, religious organizations, schools, and other social benefit organizations. The team works to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

About the Role

As a Credit Portfolio Manager I, you will support the comprehensive underwriting of new and existing clients within the Non-Profit and Education sector. Your primary mission is to gather financial and general business information, perform critical financial analyses, and contribute to group loan decision processes by evaluating credit risk. You will act as a consultant to business lines regarding credit issues, processes, and procedures, while partnering with Lending and Credit Officers to address exceptions identified by auditors or examiners.

In this role, you will manage specific credit activities to ensure performance quality and consistency, working on larger, more complex deals focused on the Middle Market. You will coordinate with Account and Relationship Managers to perform routine financial analyses and credit investigations, and may be responsible for periodic site inspections to audit accounts and ensure adherence to loan agreements. The position offers the opportunity to lead initiatives, manage workflow production, and potentially lead a team of Credit Analysts within a region or market.

Colleague Development & Culture

TD is committed to providing fair and equitable compensation opportunities and defining growth opportunities and skill development as key features of the colleague experience. We offer regular career, development, and performance conversations with your manager, access to an online learning platform, and a variety of mentoring programs to help you unlock future opportunities. Whether you are interested in a specific career path or looking to build certain skills, we want to help you succeed in a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.

Hiring Process & Application

We are delighted that you are considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both at work and at home. Upon application, we will reach out to candidates of interest to schedule an interview. We strive to communicate outcomes to all applicants via email or phone call. If you require accommodations to complete the application process due to a disability, please contact the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.

Equal Opportunity Employer

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other characteristic protected under applicable federal, state, or local law. Federal law prohibits job discrimination based on these protected categories.

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Skills, education and keywords

Skills: Financial Analysis, Credit Analysis, Commercial Banking, Underwriting, PC Skills.

Education: Bachelor's degree or equivalent experience.

Frequently asked questions about Credit Portfolio Manager I - Education/Not for Profit at TD

What does a Credit Portfolio Manager I - Education/Not for Profit at TD do?expand_more
In this Credit Portfolio Manager I - Education/Not for Profit at TD role, you will gather financial and business information for customer and prospect loan requests; coordinate with relationship managers to perform routine financial analyses and credit investigations; partner with lending officers to address exceptions identified by auditors or examiners; and conduct periodic site inspections to audit accounts and ensure loan agreement adherence.
What are the requirements for this Credit Portfolio Manager I - Education/Not for Profit role?expand_more
TD is looking for candidates who meet the following requirements: Bachelor's degree or equivalent experience; 5+ years related experience; Strong understanding of commercial business development techniques and credit decisions; Demonstrates credit and financial analysis skills; and Demonstrates PC skills.
Where is the Credit Portfolio Manager I - Education/Not for Profit role at TD located?expand_more
Credit Portfolio Manager I - Education/Not for Profit at TD is based in Hopemont Drive, Laurel Knoll East, Mount Laurel Township, Burlington County, New Jersey, 08054, United States. This is a on-site role.
Recrutus

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Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Browse jobsCompanies hiringRemote jobsJobs by location

Work location

Work model: On-site

location_on

Hopemont Drive, Laurel Knoll East, Mount Laurel Township, Burlington County, New Jersey, 08054, United States

Mount Laurel Township, New Jersey

Key Responsibilities

  • check_circleGather financial and business information for customer and prospect loan requests
  • check_circleCoordinate with relationship managers to perform routine financial analyses and credit investigations
  • check_circlePartner with lending officers to address exceptions identified by auditors or examiners
  • check_circleConduct periodic site inspections to audit accounts and ensure loan agreement adherence
  • check_circleContribute to group loan decisions by evaluating credit risk and key factors
  • check_circleMonitor covenants and review interim trends for existing credit portfolios
  • check_circleRecommend credit solutions that add value to commercial banking customers
  • check_circleAct as a consultant to business lines regarding credit issues, processes, and procedures
  • check_circlePerform financial analyses to support credit decision-making processes
  • check_circleManage workflow and ensure adherence to departmental policies and service level standards

Requirements

  • verifiedBachelor's degree or equivalent experience
  • verified5+ years related experience
  • verifiedStrong understanding of commercial business development techniques and credit decisions
  • verifiedDemonstrates credit and financial analysis skills
  • verifiedDemonstrates PC skills

Benefits & Perks

check_circleHealth and well-being benefitscheck_circleSavings and retirement programscheck_circlePaid time off including Vacation PTO, Flex PTO, and Holiday PTOcheck_circleEligibility for cash and/or equity incentive awardscheck_circleBanking benefits and discountscheck_circleAccess to an online learning platformcheck_circleMentoring programs
TD logo
Company

TD

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

5+ yrs (Senior)

Education

Bachelor's degree or equivalent experience

Job Type

Full-Time

Skills Required

Financial AnalysisCredit AnalysisCommercial BankingUnderwritingPC Skills
$170k-230karrow_forward
Is this Credit Portfolio Manager I - Education/Not for Profit job remote, hybrid, or on-site?expand_more
TD has listed this Credit Portfolio Manager I - Education/Not for Profit role as on-site.
How much experience is required for this Credit Portfolio Manager I - Education/Not for Profit role?expand_more
Credit Portfolio Manager I - Education/Not for Profit at TD typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Credit Portfolio Manager I - Education/Not for Profit role at TD?expand_more
Key skills for Credit Portfolio Manager I - Education/Not for Profit at TD include Financial Analysis; Credit Analysis; Commercial Banking; Underwriting; and PC Skills.
What education is required for Credit Portfolio Manager I - Education/Not for Profit at TD?expand_more
Educational requirements for this role: Bachelor's degree or equivalent experience.
What category does the Credit Portfolio Manager I - Education/Not for Profit role belong to?expand_more
Credit Portfolio Manager I - Education/Not for Profit at TD is part of the accounting & finance job category on Recrutus.
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About usFAQContactPrivacy policyUS privacy noticeAccessibility

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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