Portfolio Manager | Commercial Banking
About The Position
A growing commercial bank in San Diego County is seeking a Portfolio Manager to join its collaborative and relationship-focused banking team. This position offers the opportunity to work closely with Relationship Managers, commercial clients, and bank leadership while playing a key role in credit analysis, portfolio management, loan structuring, and relationship support. This is an ideal opportunity for a Portfolio Manager, Senior Credit Analyst, Underwriter, or commercial banking professional who enjoys both the analytical and relationship side of commercial banking. Unlike many traditional credit-focused roles, this position provides meaningful exposure to both clients and bankers. You'll have a seat at the table, contributing to client strategy, evaluating lending opportunities, and helping drive sound credit decisions that support long-term client success. You'll be viewed as a strategic partner—not just a credit resource.
Requirements
- Commercial credit analysis and underwriting experience
- Strong financial statement analysis and cash flow evaluation skills
- Experience with Commercial & Industrial (C&I) and/or Commercial Real Estate (CRE) lending
- Ability to communicate effectively with both clients and internal stakeholders
- Strong organizational and analytical skills
- Collaborative, team-oriented approach to problem-solving and decision-making
- Portfolio management, underwriting, or commercial banking experience
Responsibilities
- Analyze commercial lending opportunities and prepare credit recommendations
- Manage and monitor an existing portfolio of commercial banking relationships
- Partner closely with Relationship Managers on client strategy and portfolio performance
- Assist with loan structuring, renewals, modifications, and annual reviews
- Participate in client discussions and relationship support activities
- Identify credit risks and recommend appropriate solutions
- Support the growth, retention, and overall health of commercial banking relationships
- Collaborate with credit, lending, operations, and executive teams to ensure exceptional client service
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
