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Associate, Portfolio Management - Real Estate Specialty Lending

Chevy Chase, MD · Banking/Loans

COMPANY DESCRIPTION: Forbright Bank is a full-service bank, commercial lender, and asset manager headquartered in Chevy Chase, Maryland. Forbright is a banking and financing visionary leader in clean energy, healthcare, technology, financial services, real estate, and other industries with extraordinary service.

COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible environmental, social, and governance (ESG) practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.

COMPANY MISSION: We are a values-driven institution with an uncommon commitment to decarbonization and sustainability. As the need to build a more sustainable, low-carbon economic system grows increasingly urgent, we are dedicating half of our assets to financing the companies, investors, and innovators driving that change. We are reimagining how a bank should operate in a changing world.

JOB SUMMARY: This position will be part of the team leading and managing credit risk for the Specialty Lending Portfolio at Forbright Bank.  The Portfolio Analyst / Associate will monitor loan performance, identify potential issues and minimize the risk of loss for the Bank, with oversight from the Portfolio Management Directors. 

Travel is intermittent and transaction dependent. Willingness to travel for portfolio meetings as needed is required but is expected to be relatively infrequent.

  • Interact professionally with clients and management staff and support the team as needed.
  • Monitor operating performance, financial condition, and credit risk for assigned borrowers to proactively identify issues and resolve problems in a timely and effective manner.
  • Act as a primary daily point of contact with assigned borrowers to ensure compliance with loan agreements and the borrower is performing at an acceptable level. Oversee the daily needs of the borrowers to ensure borrower funding requests and other borrower requests are fulfilled.
  • Create, prepare and update loan tracking information reports to be shared with and analyzed by the Specialty Lending and executive team of the Bank.
  • Effectively communicate identified credit risks and recommended actions to the Specialty Lending managing directors and Portfolio directors.
  • Ensure that required borrower reporting is received on a timely basis.
  • Perform financial analysis on reporting provided by borrowers, tracking the trends and developments which may impact loan performance.
  • Complete the risk rating, criticized asset management, and review processes for assigned borrowers, with oversight from the Portfolio Management directors.
  • Complete special projects and other duties on an as needed basis.
  • Bachelor’s Degree from a 4-year accredited institution is required.  Minimum of 1-3 years of lending, credit risk management or portfolio management experience with a commercial finance company or bank. 
  • Acute attention to detail with the ability to think critically and independently.
  • Comfortable with quickly raising potential, material issues and negative trends to the Specialty Lending management team as soon as identified, even if the team member isn’t 100% confident in their assessment.
  • Willingness to learn how to read and interpret loan and legal documentation. 
  • Well-developed organizational skills, including the ability to multi-task and prioritize work, with priorities changing throughout the week.
  • Exceptional attitude and commitment to teamwork.
  • Strong quantitative and qualitative analytical skills, with a willingness to learn new analysis techniques and methods.
  • Excellent written and verbal communication and interpersonal skills, including casually socializing with others on customary video / phone calls. 
  • A foundational understanding of accounting and finance matters with a willingness to learn additional topics relevant to Specialty Finance. 
  • High proficiency with Excel and other Microsoft Office products.
  • Passion for start-ups; an interest in entrepreneurs and innovation.


For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description.

💼 Comprehensive health, dental, and vision plans
🌴 4 weeks PTO
💰 401k + company match
🚉 Metro SmartTrip benefits ($50/mo)
💻 WFH flexibility
🚴 Bonuses for purchasing solar panels, electric vehicles, biking to work, etc.
🍎 Paid subscriptions to Veterans Compost, Imperfect Foods and more!

Forbright Bank is committed to cultivating an environment that promotes diversity as a fundamental value. We welcome employees with a range of experiences, backgrounds, and perspectives. Forbright Bank is an Equal Opportunity Employer.

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