Portfolio Manager

Elevations Credit Union•Broomfield, CO

1d•$95,797 - $119,746•Hybrid

About The Position

The Commercial Lending Portfolio Manager is responsible for working with multiple lenders to manage the business and commercial loan portfolio to ensure optimal performance, risk management, and alignment with strategic financial goals. This role plays a critical part in managing asset allocation, assisting with production efforts, and supporting stakeholders within the commercial lending team.

Requirements

Ability to clearly communicate requirements with borrowers, loan administration staff, financial analysts, and commercial loan officers.
Bachelor’s degree in Finance, Economics, Business Administration, or at least five years' experience in a commercial production or commercial specialist role in a financial institution.
Strong understanding of loan documents, business entity structure, loan underwriting, and asset/liability management.
Proficiency in financial modeling, risk analysis, and portfolio management software.
Excellent communication and presentation skills.
A personal smartphone is a requirement for employment with us.

Nice To Haves

Working knowledge of state and federal guidelines impacting business and commercial lending.
Familiarity with accounting principals impacting asset and liability management, interest accrual, and troubled assets.
Experience managing borrowing bases, monitoring equipment and machinery, and accounts receivables lending.

Responsibilities

Coordinate collection of required documents from borrowers and actively manage communication between business clients and commercial loan officers.
Monitor maturing loans, communicate requirements to borrowers, compile financial packets, and coordinate renewing loan structures with credit analysts.
Conduct site visits and prepare asset quality reviews, as needed.
Prepare renewals, document exceptions, and covenant ticklers.
Manage timely resolution of member financial reporting, and outstanding ticklers.
Present findings and recommendations to the respective commercial lender.
Coordinate with credit, legal, and loan operations on closings and documentation.

Benefits

4 weeks paid time off for full-time employees
work anniversary paid time off
paid volunteer time off
12 paid holidays
Comprehensive medical, dental, and vision plans
employer contributions to supercharge your Health Savings Account
Up to a 4% match on 401(k) contributions
Up to twelve weeks of fully paid parental leave
An extensive Employee Assistance Program that provides personalized care options for your whole household
Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year