Commercial Loan Portfolio Manager

Qualifications

• Bachelor's degree in Finance, Accounting, or related field preferred.
• 5-10 years of commercial lending or credit administration experience required.
• Strong knowledge of credit principles and commercial loan documentation.
• Excellent communication, analytical, and organizational skills.
• Capacity to manage competing priorities and work collaboratively within a team.
• Proficiency in Microsoft Office Suite, especially Excel and Word.
• High attention to detail and commitment to delivering accurate, timely work.

Responsibilities

• Partner with commercial lenders to manage new and existing loan relationships.
• Complete annual reviews and monitor term loan performance, including compliance tracking.
• Manage the receipt and delivery of financial statements to internal systems.
• Work with teams to resolve documentation issues and audit exceptions.
• Collaborate with credit analysts on financial spreads and documentation.
• Order credit reports, appraisals, and other pre-closing documentation.
• Fulfill client requests for loan documentation and amortization schedules.
• Track maturity dates for timely financial collection and loan renewals.
• Work cross-functionally to maintain compliance and support portfolio operations.
• Assist leadership with special initiatives and reporting.

Benefits

• Medical, dental, vision, and employer-paid life and disability insurance.
• 401(k) match and Employee Stock Ownership Program (ESOP).
• Paid time off including 11 Federal Reserve bank holidays.
• Tuition assistance and professional development programs.
• A culture that values integrity, collaboration, innovation, and respect.