Commercial Portfolio Manager II
About The Position
The Commercial Portfolio Manager is responsible for managing, servicing, and growing a portfolio of commercial and business banking relationships within the Bay Area. This role supports the ongoing financial performance and credit quality of a mature portfolio through disciplined servicing, risk management, and consultative sales processes. The incumbent proactively identifies client needs, recommends appropriate banking products and solutions, and partners with internal specialists to deliver comprehensive financial strategies. By building trusted, long‑term client relationships aligned with the Bank’s core values, the Portfolio Manager delivers meaningful value to clients while driving revenue growth, portfolio retention, and overall relationship profitability.
Requirements
- Bachelor's Degree and 8 years of experience in Credit Analysis and Credit Underwriting OR High School Diploma or GED and 12 years of experience in Credit Analysis and Credit Underwriting
Nice To Haves
- credit analysis skills
- underwriting
- servicing business and commercial loans
Responsibilities
- Monitors portfolio for completeness of documentation, accuracy of credit grading, and potential exposures.
- Processes line renewals and new requests as per loan approval servicing requirements.
- Performs other tasks related to the servicing and management of assigned portfolio.
- Maintains ongoing communication and contact with assigned commercial and business loan clients.
- Fortifies relationships and monitors client satisfaction.
- Conducts a needs assessment session at least once a year to identify additional banking or financial needs.
- Sells Bank loans and deposits through a variety of sales techniques.
- Focuses on relationship-bases sales, consulting closely with clients to determine and meet their financial needs.
- Generates referrals from existing clients and business networks.
- Monitors loans for payment status.
- Works with delinquent clients to collect past due payments.
Benefits
- competitive, thoughtfully designed and quality benefits program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
