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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_onNorth Torrence Street, Elizabeth, Charlotte, Mecklenburg County, North Carolina, 28204, United States

Apply Now

About TD

TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. We strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses across Canada, the United States, and globally. With more than 95,000 colleagues, we are reimagining what banking can be for our clients, colleagues, and communities.

About the Role

The Credit Portfolio Manager I supports Non-Profit and Education Commercial Borrowers within the Personal & Commercial Banking line of business. This role is part of a dedicated team of underwriters serving the Greater Mid-Atlantic geography. The portfolio includes a diverse range of social benefit organizations, such as social services agencies, cultural institutions, charitable and scientific organizations, membership associations, religious organizations, and schools.

In this position, you will gather financial and business information for customer and prospect loan requests, performing the analyses necessary to make informed credit decisions. You will contribute to the group loan decision process by evaluating credit risk and other key factors, while supporting the commercial banking team by recommending credit solutions that add value to the customer. The role involves managing specific credit activities to ensure performance quality and consistency, often working on larger, more complex deals focused on the Middle Market. You will act as a consultant to business lines regarding credit issues, partner with Lending/Credit Officers to address exceptions, and perform periodic site inspections to ensure adherence to loan agreements.

Growth & Development

TD is committed to providing fair and equitable compensation opportunities, with growth and skill development defining the colleague experience. Through regular development conversations, training programs, and a competitive benefits plan, we provide the support needed to thrive both at work and at home. If you are interested in a specific career path, you will have access to an online learning platform and various mentoring programs to help unlock future opportunities. We foster a respectful workplace where diverse perspectives are valued, ensuring everyone has fair opportunities to grow and achieve their career goals.

Hiring Process

We are delighted that you are considering building a career with TD. If you are selected as a candidate of interest, we will reach out to schedule an interview. We strive to communicate outcomes to all applicants via email or phone call. Upon joining, we provide training and onboarding sessions to ensure you have everything needed to succeed in your new role.

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. If you are an applicant with a disability and need accommodations to complete the application process, please contact the TD Bank US Workplace Accommodations Program.

Work location

Work model: On-site

location_on

North Torrence Street, Elizabeth, Charlotte, Mecklenburg County, North Carolina, 28204, United States

Charlotte, North Carolina

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

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 awardsBanking benefits and discounts
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

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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 North Torrence Street, Elizabeth, Charlotte, Mecklenburg County, North Carolina, 28204, United States. This is a on-site role.
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.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

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

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
Job types
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Top states
Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in VirginiaAll states →
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Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsIT jobsSales jobsHospitality & Catering jobsAccounting & Finance jobs
Popular skills
CDL A jobsExcel jobsEnglish jobsBLS jobs
Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

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.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
  • check_circleManage workflow and ensure adherence to departmental policies and service level standards
  • check_circle
    check_circleAccess to an online learning platform
    check_circleMentoring programs
    Financial Analysis
    Credit Analysis
    Commercial Banking
    Underwriting
    PC Skills
    Accessibility