Sr. Advisor, CRE Portfolio Manager

First National Bank•Omaha, NE

4d•$89,828 - $148,215•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 position coordinates relationship manager support, covenant monitoring, collateral oversight, operations and reporting, nCino data integrity, and policy compliance, allowing Relationship Managers to focus on client relationships and business development while keeping the portfolio well-managed and audit-ready. The role supports credit memo preparation and review, loan draw and disbursement management, loan closings, covenant tracking and resolution, collateral filings and documentation, portfolio reporting, and nCino workflows and records. It also reviews portfolio activities against credit policies and regulatory requirements, supports audits and examinations, and identifies and escalates risk or compliance concerns. The successful candidate has a foundation in CRE lending, credit administration, or loan operations; strong attention to detail and organizational skills; and the ability to collaborate across internal teams.

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 CRE 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.
Excellent 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; candidates must not require 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’s internal systems, credit policies, and CRE lending practices.
Ability to identify process inefficiencies and contribute to operational improvements.

Responsibilities

Provide portfolio administration support to CRE Relationship Managers and assist with credit memo preparation and review for new requests, modifications, extensions, and annual reviews.
Assist with construction loan draw requests and disbursements, and support loan closings by organizing due diligence materials and reviewing loan documentation.
Communicate portfolio status, open items, and deadlines to Relationship Managers; share knowledge and contribute to process improvements.
Receive, review, and track covenant reports, financial covenants, documentation requirements, and ongoing monitoring obligations.
Work with Relationship Managers to identify deficiencies and resolve overdue covenant items; escalate unresolved exceptions and maintain accurate tracking records.
Monitor collateral filings and security instruments, including UCC filings, deeds of trust, and mortgages; resolve documentation gaps and track expirations, renewals, and re-filings.
Maintain complete collateral files in accordance with FNBO policy and regulatory requirements.
Coordinate with Operations to ensure reporting time frames are accurate, resolve discrepancies between loan system data and reporting requirements, and act as a liaison on portfolio administration matters.
Support portfolio-level reports and management updates as requested by CRE leadership.
Coordinate with Credit Administration and Operations on nCino data inputs, configurations, and workflow accuracy; validate records and correct errors or omissions.
Support nCino workflow and reporting optimization and provide guidance to team members on system use and data-entry standards.
Maintain knowledge of applicable FNBO credit policies, procedures, and regulatory requirements; review portfolio activities and documentation for compliance.
Support internal audits, regulatory examinations, and credit reviews by ensuring portfolio records and reports are complete and accurate.
Flag emerging compliance or risk concerns and document recommended remediation steps.