Senior Portfolio Manager

BANK OF MARIN•San Francisco, CA

4d•Onsite

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 Senior Portfolio Manager to join our Commercial Banking Office in our San Francisco office. The Senior Portfolio Manager is responsible for leading the middle market underwriting, maintenance and management of a portfolio of credits with varying complexity. In addition to managing credit risk, this position will focus on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing and new customer relationships. This position will also work to train and mentor junior staff as appropriate. Experience with a Loan Operating System (specifically Sageworks/Abrigo) and with actively helping to structure loans.

Requirements

Excellent knowledge of accounting, financial accounting, and credit analysis.
Excellent interpersonal and communication skills, both written and oral.
Thorough understanding and familiarity of the bank’s loan policies and procedures.
Thorough knowledge of regulatory and legal issues encountered in the completion and closing of complex personal and commercial loans.
Experience with a Loan Operating System (specifically Sageworks/Abrigo).
Experience with actively helping to structure loans.

Responsibilities

Leading the middle market underwriting, maintenance and management of a portfolio of credits with varying complexity.
Managing credit risk.
Focusing on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing and new customer relationships.
Training and mentoring junior staff as appropriate.