Commercial Portfolio Manager
Required skills
- commercial loan portfolio management
- commercial credit relationships
- annual reviews
- covenants
- credit relationships
- loan underwriting
- financial statement analysis
- credit approval
- annual review memorandums
- commercial loan documentation
Nice to have
- Abrigo Sageworks
- cross-sell opportunities
Role summary
This remote role supports the Commercial Lending Team by managing a portfolio of commercial loans. Responsibilities include serving as the primary point of contact for borrowers, ensuring timely annual reviews, analyzing financial data, underwriting new loans, and monitoring portfolio performance. The role requires strong analytical, communication, and customer service skills, with a minimum of four years of loan underwriting experience, preferably in commercial underwriting within a financial institution. Knowledge of lending regulations and financial software is also important.
To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!
Job Summary:
Assists and supports the Commercial Lending Team by handling all aspects of commercial loan portfolio management as it relates to the assigned portfolio of loans. Performs both technical and administrative duties.
Where You Will Work:
Pay Range:
Responsibilities:
Minimum Qualifications:
Preferred Qualifications:
Knowledge, Skills, and Abilities:
Total Rewards:
This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.
All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.
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Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.
For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish
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For more information on the Fair Chance Act, please click here: Fair Chance Act
Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org.
If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Careers@peakcu.org. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.
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