Sr. Advisor, CRE Portfolio Manager

First National Bank of Omaha•Omaha, NE

3d•Hybrid

About The Position

The Portfolio Manager, Commercial Real Estate provides portfolio administration support to FNBO’s CRE team, working with Relationship Managers, Relationship Associates, Credit Administration, and Operations to maintain the health, accuracy, and compliance of the commercial real estate loan portfolio. The role coordinates relationship manager support, covenant monitoring, collateral oversight, operations and reporting, nCino data management, and policy compliance. It enables Relationship Managers to focus on client relationships and business development while keeping the portfolio well-managed and audit-ready. The position supports preparation and review of credit memos, loan modifications and extensions, annual reviews, construction-loan draw requests, and loan closings. It tracks covenant and documentation requirements, resolves or escalates exceptions, maintains collateral records and filings, and coordinates corrections to loan-system reporting and data. The role also supports portfolio reporting, nCino workflows, policy compliance, audits, regulatory examinations, and credit reviews. The successful candidate is detail-oriented, organized, proactive, and effective at coordinating across internal teams. The anticipated work arrangement is hybrid: in-person collaboration three days per week and remote work two days per week. Work location may change based on business needs. Candidates must have unrestricted work authorization and must not require future sponsorship. The posted base-pay range is $89,828–$148,215; the final offer may vary based on experience, education, and skill level.

Requirements

Bachelor’s degree in Finance, Business, Real Estate, Accounting, or a related field.
3–5+ years of experience in commercial real estate lending, credit administration, loan operations, or a closely related banking function.
Working knowledge of commercial real estate loan structures, covenant types, and collateral documentation requirements.
Demonstrated experience with covenant monitoring, portfolio reporting, or loan administration in a commercial banking environment.
Proficiency in nCino or a comparable loan origination and portfolio management system.
Strong understanding of bank credit policy and regulatory compliance requirements applicable to commercial real estate.
Strong organizational skills and demonstrated ability to manage high-volume, detail-intensive workloads accurately and on time.
Effective written and verbal communication skills and experience coordinating across multiple internal teams.
Proficiency in Microsoft Office Suite, particularly Excel, for portfolio tracking and reporting.
Unrestricted work authorization and no requirement for future sponsorship.

Nice To Haves

Experience working directly with Relationship Managers in portfolio support or credit administration.
Familiarity with UCC filings, deed of trust or mortgage documentation, and collateral perfection requirements.
Exposure to internal audits, regulatory examination preparation, or credit review processes.
Experience with financial statement spreading, cash flow analysis, or credit memo preparation.
Knowledge of FNBO internal systems, credit policies, and CRE lending practices.
Demonstrated ability to identify process inefficiencies and contribute to operational improvements.

Responsibilities

Provide portfolio administration support to CRE Relationship Managers so they can focus on client development and deal execution.
Support Relationship Managers and Credit Analysts with preparation and review of credit memos for new requests, loan modifications and extensions, and annual reviews.
Assist with review of draw requests and disbursement of construction loan commitments.
Assist with loan closings, including organizing due diligence materials and reviewing loan documentation.
Communicate portfolio status, open items, and upcoming deadlines to Relationship Managers.
Receive, review, and track covenant reports, financial covenants, documentation requirements, and monitoring obligations across the CRE portfolio.
Work with Relationship Managers to review covenant reports, identify deficiencies, and drive timely resolution of past-due items.
Escalate unresolved covenant exceptions to management with documentation of status, aging, and recommended next steps.
Maintain accurate covenant-tracking records for audit readiness and management reporting.
Monitor collateral filings, including UCC filings, deeds of trust, mortgages, and other security instruments, with Operations and Relationship Managers.
Identify and resolve collateral documentation gaps and exceptions, and track expirations, renewals, and re-filings.
Maintain complete collateral files in accordance with company policy and regulatory requirements.
Coordinate with Operations to ensure covenant and monitoring reports accurately reflect reporting time frames and to resolve discrepancies between loan-system data and reporting requirements.
Serve as a liaison between the CRE team and Operations on portfolio administration matters and support portfolio-level reports and management updates.
Work with Credit Administration and Operations on nCino data inputs, system configurations, and workflow accuracy.
Validate nCino records, correct errors or missing information with appropriate teams, and support workflow and reporting improvements.
Guide Relationship Managers and team members on nCino functionality, system use, and data-entry standards.
Maintain knowledge of FNBO credit policies, procedures, and regulatory requirements applicable to the CRE group.
Review portfolio activity and documentation for policy compliance, identify exceptions, and work with Relationship Managers and management to address them.
Support internal audits, regulatory examinations, and credit reviews by ensuring portfolio records and reporting are complete and accurate.
Flag emerging compliance or risk concerns to management and Credit Administration, documenting concerns and recommended remediation.
Contribute to a collaborative team environment by sharing knowledge, supporting colleagues, and improving processes.