Loan Portfolio Manager

Position Summary

We are seeking an experienced Loan Portfolio Manager to play a critical role in our commercial lending team. The ideal candidate will be a detail-oriented professional who excels at keeping a loan portfolio up to date, supporting loan officers, and directly assisting both current clients and Credit Union partners.

*Note: Loan presentation preparation is not part of this role's responsibilities*

Primary Responsibilities

• Proactively collect client financial documentation to ensure files are up to date and Annual Reviews are completed on time
• Serve as a strategic liaison between credit analysts, loan officers, and borrowers throughout the loan underwriting, onboarding, and post-close process
• Support the growth and retention of the commercial lending loan portfolio by effectively managing borrower and Credit Union requests for assistance
• Monitor the portfolio for credit risks including adherence to credit policies, concentration guidelines and deterioration in credit quality.
• Establish relationships with current clients to assist in loan retention, growth, and process satisfaction
• Complete assigned projects independently and in a timely manner

Qualifications

• Bachelor's degree from a four-year college or university
• Minimum of five years of experience in a commercial lending or related role. Formal credit training is a plus.
• Attention to detail, the ability to collaborate, and the ability to complete tasks in a timely manner will be critical to success in the role.
• Must be able to work in the office a minimum of three days per week.
• A working knowledge of Microsoft Office
• The ability to travel when needed (for site visits, conferences, credit union visits, etc.)

*Disclaimer: The description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.

Salary : $65,000 - $70,000