Credit Portfolio Administration Lead

City National Bank • Los Angeles, CA

7d

About The Position

The Portfolio Admin Associate monitors adherence to regulatory tracking requirements & reporting, oversees compliance with underwriting & portfolio management processes, and maintains data integrity across multiple platforms. This role acts as a liaison between operations, compliance, and credit teams to mitigate risks and ensure compliance with polices & procedures.

Requirements

• Bachelor's Degree or equivalent
• Minimum 7 years in risk management, compliance, or financial services operations.

Nice To Haves

• Proven experience with loan portfolio support, reporting and/or monitoring.
• Previous supervisory or lead experience preferred but not required.
• Strong organizational skills to manage multiple oversight tasks.
• Meticulous attention to detail.
• Ability to collaborate across departments.
• Analytical skills for risk assessment and data validation.
• Proficiency in CRM/loan management systems (Salesforce, nCino, or similar platforms), preferred.
• Familiarity with Credit Reporting (via Experian, LexisNexis, or similar platforms), preferred.

Responsibilities

• Team Leadership & Development:
• Mentor and provide day-to-day work direction to Portfolio Admin Associates (Sr, II, I), ensuring alignment with departmental goals.
• Serve as the subject matter expert and as the first point of escalation when Associates encounter problems.
• Regulatory Compliance Oversight: Monitor timely compliance with regulatory tracking requirements & reporting
• Underwriting & Portfolio Management Process Oversight: Monitor timely adherence to credit underwriting & portfolio management processes & procedures.
• Data Integrity Oversight: Ensure completeness and accuracy of credit & compliance files.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees