commercial portfolio manager

CONVEYANCE

<div><p><b>Senior Credit / Portfolio Manager</b></p><p><b>
Position Overview:</b><br>
A well-established, relationship-driven community bank is seeking a Senior Credit / Portfolio Management professional to join its commercial banking team in the Detroit market.</p><p>
This role sits at the intersection of credit, team leadership, and long-term succession planning. While aligned to a Portfolio Manager function, this is not a heavily client-facing or production-driven role. Instead, it is best suited for someone who enjoys hands-on credit work, mentoring junior talent, and growing into future leadership within a stable, community banking platform.</p><p><b>
Key Responsibilities:</b></p><ul><li><p>
Perform commercial credit underwriting and portfolio management across C&amp;I and CRE relationships</p></li><li><p>
Analyze financial statements, assess risk, and make sound credit recommendations</p></li><li><p>
Mentor, coach, and develop credit analysts and junior team members</p></li><li><p>
Support team leadership initiatives and contribute to long-term succession planning</p></li><li><p>
Partner with lenders and internal stakeholders to evaluate and structure deals within the bank&rsquo;s credit culture</p></li></ul><p><b>
Qualifications:</b></p><ul><li><p>
5&ndash;10 years of commercial credit or underwriting experience</p></li><li><p>
Experience in a generalist commercial banking environment with exposure to both C&amp;I and CRE</p></li><li><p>
Strong credit judgment and ability to think independently</p></li><li><p>
Experience mentoring or developing junior credit staff</p></li><li><p>
Bachelor&rsquo;s degree in a related field or equivalent experience</p></li></ul><p><b>
Preferred Attributes:</b></p><ul><li><p>
Collaborative, team-oriented mindset</p></li><li><p>
Interest in long-term growth within a community bank environment</p></li><li><p>
Ability to operate in a credit-first, relationship-driven culture</p></li></ul><p>
This is an opportunity to join a stable organization that prioritizes internal development, mentorship, and long-term career growth within a community banking model.</p></div>

Senior Commercial Portfolio Manager

Zions Bank

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
<br><br>
We are looking for an Agricultural Commercial Portfolio Manager to support relationships located throughout Western Idaho and Eastern Oregon. This role focuses on managing and servicing an agricultural commercial loan portfolio.
<br><br>
<b>Essential Functions:</b> Manage and service a portfolio of agricultural commercial loan relationships. Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and create loan presentations. Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. Handle maintenance of existing relationships. Assist Relationship Managers and Deal Team with underwriting and ongoing management of portfolio. Responsible for expanding, building and maintaining relationships, with a resulting high degree of customer satisfaction. Other duties as assigned.
<br><br>
<b>Qualifications:</b> Typically requires a bachelor’s degree and 2 to 4 years credit associated lending or 5 years related experience. An equivalent combination of education and experience may meet qualifications. Working knowledge of agriculture, commercial and/or related lending. Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc. PC skills required. Experience with bank loan and deposit systems preferred.
<br><br>
<b>Benefits:</b> Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

Ag Commercial Portfolio Manager - Nampa, ID

East West Bank

<div>Introduction:
<div>Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates&rsquo; potential for career advancement.</div><div>
</div><div>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
East West Bank is currently looking for a Portfolio Manager for the North Cal Bridge Team. The Portfolio Manager will be responsible for working with the Tech/Cross Border Commercial Team based in Santa Clara, California. This individual will manage lending/credit for a wide range of credit relationship, lead the due diligence process and deal structuring process, and partner with the Business Development Team for the delivery and negotiation of credit solutions.</div>
Responsibilities:
<ul><li>Owns the underwriting, documentation and closing process and proactively manages the portfolio</li><li>
Understands changing risk profiles of the clients and communicates the information and assessment to key stakeholders (internal and external)</li><li>
Recommends and executes on appropriate steps based on changing circumstances across a range of complex issues</li><li>
Manages large and complex portfolio with limited oversight</li><li>
Engages with clients independently, building relationships with the appropriate stakeholders, gathering information and responding to ongoing needs</li><li>
Provides training to less experienced staff and supports Team Head/Senior Relationship Manager in team leadership, including ensuring that resource allocation to their portfolio and to the pipeline is appropriate</li><li>
Develops insights into loan types and sectors and demonstrates thought leadership</li><li>
Remains abreast of market, sector and competitive trends.</li><li>
May perform other duties as assigned</li></ul>
Qualifications:
<ul><li>Minimum 6 years related banking experience. Experience in Technology Banking highly preferred.</li><li>
Bachelor&rsquo;s Degree in related major required.</li><li>
Portfolio Management experience in larger and complicated transactions required</li><li>
Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client</li><li>
Advanced knowledge of portfolio management practices including expertise in evaluating risk and managing changing situations</li><li>
Strong structuring, negotiation and closing skills, as well as demonstrated ability to engage and build trust with clients independently</li><li>
Team player with a highly developed ability to work and communicate effectively with all levels throughout the organization.</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.<br>
<br>
</div>Compensation: The base pay range for this position is USD $100,000.00/Yr. - USD $180,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

Portfolio Manager

Raiz Federal Credit Union

<div><p><b>Our Company
</b></p><p>At Raiz FCU, we share a passion for knowledge and a pursuit of growth. Grounded in our El Paso heritage as previously Teachers Federal Credit Union, since 1936 we are growing to help our community move into the future. We are inspired people, invested in you. At Raiz, we guide our members to focus on what could be and help them get there. This new path inspires us to look ahead and the lead the way with passion.
</p><p><b>Job Overview</b></p><p>
This position reports to Business Services Operations Administrator. The Commercial Portfolio Manager / Underwriter may assist with an independent review of loan underwriting conducted on real estate secured and non-real estate secured loans. Underwriting review will include but may not be limited to; review with preparation of an underwriting summary of loans submitted by business loan personnel, assisting the commercial lenders with the preparation of loan presentations, analysis of new and existing loans financial packages - guarantors&rsquo; s financial data, tax returns (personal and corporate), income statements, balance sheets, financial statements, trends and business plans. Position requires extensive experience the spreading of tax returns and financial statement, along with spreading or business analytic systems.
</p><p>This position will also assist department management with overseeing the business loan portfolio to include but not limited to tickler reports, monthly and quarterly reporting requirements. This position will also chair the Business Services policy. This position requires a high level of analytical and organization skills, ability to communicate complex financial subject matter, a thorough understanding of Business Lending programs, policies, and procedures.
</p><p>The ability to multitask is vital to the successful execution of this position.</p><p>
This individual will be an empowering mentor that will be:</p><ul><li>
A trusted expert</li><li>
A natural communicator</li><li>
A champion for our members and the community</li><li>
A guide through the moments that matter the most to our members</li></ul><p><b>
Position Details</b></p><p>
Onsite- Raiz Business Services Center</p><p>
6610 Continental Dr. El Paso, Tx 79925</p><p>
Exempt (Salary)</p><p>
Hours: Monday through Friday, occasional Saturdays</p><p><b>
Pay Range</b></p><p>
Pay commensurate with experience</p><p><b>
Skills and Experience</b></p><ul><li>
Bachelor&rsquo;s Degree in Business Administration or related area</li><li>
Thorough knowledge of credit products, commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures</li><li>
Minimum of 5+ years of credit analysis and/or loan review experience, preferably in the banking industry, and 8 years of related or similar lending experience.
</li><li>Anticipates Business Member needs and develops a reputation for responsiveness</li><li>
Ensures success of change implementation through business strategy improvement and effective communication strategy for the commercial portfolio</li><li>
Strong analytical skills with the ability to interpret complex financial information and identify risk
</li><li>Good understanding of financial industry concepts, related laws, and regulations</li><li>
Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines
</li><li>Previous credit union experience is a plus</li><li>
Excellent communication skills and avid listener, strong business writing</li><li>
Entrepreneurial mindset and quick to adapt to fast paced environment</li><li>
High integrity, detail oriented, and ability to evaluate and mitigate risk</li><li>
Proficient in Microsoft Office and web-based applications (Excel Pivot Table knowledge a plus)
</li></ul><p><b>Role Description and Essential Duties
</b></p><ul><li><div><ul><li>Responsible for the review and analysis of financial statements, preparation of loan presentation, assisting the commercial lenders with loan committee presentation for review and approval.</li><li>
Perform financial statement spreading and analysis on new and existing loan relationships.</li><li>
Evaluate creditworthiness of borrower and guarantors by evaluating cash flow and debt serviceability.</li><li>
Conduct market analysis for each loan presentation based on the industry of proposed borrower.
</li><li>Calculating financial ratios based on financial statements and data provided.</li><li>
Providing recommendations/suggestions to commercial lenders of loan structures, payment plans, and interest rates.
</li><li>Assist commercial lenders with the writing of loan presentations that are clear and concise using prudent underwriting standards.</li><li>
Ensure compliance with credit union policies and procedures and applicable regulations.</li><li>
Communicate with borrowers, guarantors, company controllers, and accountants to gather additional information and interpret financial statements</li><li>
Provides guidance and answers questions related to credit union and all other related services. Supports cross-selling efforts and solves problems.
</li><li>Knowledgeable expert who is educated on all services provided. Attends required training and demonstrates a willingness to keep learning.</li><li>
A natural communicator who picks up on member&rsquo;s concerns- and expresses things in a way they can relate to &ndash; and who helps them understand complex or intimidating topics, so they feel more knowledgeable.</li><li>
Good working relations exist with Credit Union personnel, lending team, and management.
</li><li>Assistance is provided as needed.
</li><li>Management is appropriately informed.</li><li>
Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to the Customer Identification Program (CIP).
</li><li>Attends required annual BSA training and required compliance training.</li><li>
All other duties assigned as identified</li></ul></div></li></ul></div>

Commercial Underwriter and Portfolio Manager

Associa

<div><p>With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.<br>
</p><br>
<br>
<h2 class="jobSectionHeader"><b>Job Description</b></h2><p>
The Dartmouth Group, an Associa company, is hiring an experienced Community Portfolio Manager to oversee up to 7 HOA and Condo communities inCanton, Plymouth, and Cumberland RI.</p>
<p></p>
<p>Daily responsibilities:</p>
<ul>
<li>Travel to multiple community sites.</li>
<li>Implement Board policy and directives within the scope of the management agreement. Works with the board on strategic initiatives, policy governance and association projects.</li>
<li>Walk and inspect property, ensure property is well maintained and HOA Code, Compliance, Rules &amp; Regulations are adhered.</li>
<li>Issues violation letters to homeowners and follow-up to ensure remedied.</li>
<li>Meet and greet homeowners, residents, members of the Board of Directors, maintenance vendors and contractors.</li>
<li>Research and respond to inquiries in-person, by phone, and email.</li>
<li>Data enter and update information in the database; record and track documents and information.</li>
<li>Create and manage budgets; review financial reports, interpret Balance Sheet, Income Statement, Operating Expenses, and Reserve Studies.</li>
<li>Submit RFPs, manage the bidding and vendor selection process, develop vendor relationships, and mange capital projects.</li>
<li>Prioritize maintenance requests and work orders; schedule and coordinate maintenance vendors and contractors for work to be done onsite.</li>
<li>Prepare board packages. Coordinate and schedule monthly and annual board meetings.</li>
<li>Create and send out weekly mass communications by mail and email to homeowners notifying them of maintenance onsite, HOA guidelines, and community events.</li>
<li>Assist homeowners in completing architectural review forms and follow-up with homeowners on the Board&rsquo;s decision.</li>
<li>Other projects as assigned.</li>
</ul>
<p></p><p>Pay rate: $75K-$85K a year.</p>
<h2 class="jobSectionHeader"><b>Requirements</b></h2><ul>
<li>2+ years of community association experience.</li>
<li>Knowledge of the Association Board of Directors, the General Manager, and how those roles interface with the requests of homeowners.</li>
<li>Willingness to obtain CMCA within the first year, company paid.</li>
<li>Customer service driven and team oriented.</li>
<li>Ability to read and interpret financials, Balance Sheet, Income Statement, Operating Expenses, Reserves, Delinquency Reports, Variance Analysis.</li>
<li>Effective project management skills; ability to prioritize and manage multiple projects in various stages of completion and communicate with all parties involved.</li>
<li>Excellent communication skills (written and spoken), proactive communication style with conflict resolution techniques.</li>
</ul>
<p></p><p>#LI-PK1</p><br>
<br>
<br>
<p>We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.</p></div>

Community Portfolio Manager

United Community Bank

<div>Overview:
<div><b>
Hiring In:</b><b> Huntsville, AL or Decatur, AL</b></div><div></div><div><b><br>
United Community</b> is seeking a highly skilled <b>Portfolio Manager</b>. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.</div>
What You&rsquo;ll Do:
<ul><li>Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.</li><li>
Provide credit and sales support to Commercial Lending.</li><li>
Analyze complex financial statements and prepare credit analysis packages.</li><li>
Serve as a secondary contact on client relationships.</li><li>
Identify cross-sell opportunities with new and existing clients.</li><li>
Assist in the loan process, including underwriting and closing.</li><li>
Prepare commitment letters and review loan documents.</li><li>
Assist lenders in their prospecting efforts.</li></ul>
Requirements For Success:
<ul><li>Bachelor&rsquo;s Degree in finance or accounting preferred.</li><li>
5+ years of experience in commercial lending.</li><li>
Proficient knowledge of credit policy, banking regulations, and loan documentation.</li><li>
Ability to analyze complex financial statements and tax returns.</li><li>
Strong interpersonal and communication skills.</li><li>
Excellent organizational and time management skills.</li><li>
Ability to work effectively within the company's credit culture.</li><li>
Proficiency with in-house financial reporting applications, including Navigator.</li><li>
Good mathematical, reading comprehension, and writing skills</li></ul>
Conditions of Employment:
<ul><li>Must be able to pass a criminal background &amp; credit check</li><li>
This is a full-time, non-remote position</li></ul><p><b>
FLSA Status</b></p><ul><li>
Exempt</li></ul><div></div><p><b><br>
Ready to take your career to the next level? Apply now and become a vital part of our team!</b></p><div></div><p><br>
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.</p><div></div><p><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><br>
<div></div>
Pay Range: USD $0.00 - USD $0.00 /Yr.</div>

<div>Introduction:
<div>Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates&rsquo; potential for career advancement.</div><div>
</div><div>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management of C&amp; I Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.</div>
Responsibilities:
<ul><li>Assisting Relationship Manager in underwriting and managing and Structuring commercial lines, owner occupied real estate transactions, commercial mortgages according to the Bank establish guidelines and policies</li><li>
Ongoing monitoring of credit/Covenant Compliance</li><li>
Analyze and create financial loan write-ups to generate new loans.
</li><li>Manage the renewal process by working with the Relationship Manager, the client and the credit department including increase/amendment/waiver</li><li>
Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners</li><li>
Ensure compliance with EWB regulatory and credit requirements.
</li><li>Assist in accurately risk rating loans/credits.
</li><li>Develop problem loan credit solutions.
</li><li>Work with credit analyst in reviewing existing credits
</li><li>Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
</li><li>As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship
</li><li>Responsible for credit risk and quality of the portfolio.
</li><li>Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
</li><li>As appropriate with experience, assist in the development of junior bankers, credit analysts, and relationship associates.
</li><li>May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
</li><li>Perform other administrative duties required for the maintenance of a portfolio of clients.</li><li>
Perform other duties and special projects as needed.</li></ul>
Qualifications:
<ul><li><div>Bachelor's degree or combination of education and directly related experience</div></li><li>
Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience</li><li>
Demonstrates strong underwriting and projection skills</li><li>
Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits</li><li>
Develop problem loan credit solutions.</li><li>
Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.<br>
<br>
</div>Compensation: The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

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