Portfolio Manager II
About The Position
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Portfolio Manager II to join our Commercial Banking team. The Portfolio Manager II is responsible for managing the underwriting, maintenance, and risk management of an assigned portfolio of commercial credits. This position partners closely with Relationship Managers to support both new and existing client relationships while independently managing the loan process from application through closing. The Portfolio Manager II works on moderate to complex commercial lending relationships and is expected to exercise sound credit judgment while delivering exceptional client service and helping identify opportunities to deepen banking relationships.
Requirements
- Bachelor's degree (B.A.) in Business, Finance, Accounting, or a related field, or equivalent combination of education and experience.
- Minimum 3 - 5 years of commercial banking, credit analysis, underwriting, or portfolio management experience.
- Strong knowledge of financial statement analysis, commercial credit underwriting, and loan portfolio management required.
- Excellent analytical, organizational, communication, and problem-solving skills.
- Ability to work independently while managing multiple priorities.
Nice To Haves
- Experience working with commercial loan documentation, credit administration, and relationship support activities preferred.
Responsibilities
- Manage commercial loans from application through underwriting, approval, documentation, and closing.
- Analyze borrower financial information and assist in structuring credit solutions.
- Partner with Relationship Managers, Credit Analysts, and Credit Administration to support new and existing client relationships.
- Monitor assigned loan portfolios for credit quality, covenant compliance, maturities, renewals, and exceptions.
- Prepare loan proposals, renewal requests, and related credit documentation.
- Process loan advances and draw requests in accordance with approved loan terms.
- Respond to client inquiries and provide timely, professional service.
- Identify opportunities to deepen client relationships through additional banking products and services.
- Assist with training and development of Credit Analysts as needed.
Benefits
- comprehensive health care coverage
- a retirement savings plan with employer matching opportunity
- bank-paid Employee Stock Ownership Plan
- tuition reimbursement
- employee volunteer program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
