Manage and service a portfolio of commercial C&I and real estate loans
Ensure strong credit performance, regulatory compliance, and effective risk management
Conduct borrower research and financial analysis; gather data, evaluate performance, and support risk assessments
Create reports, charts, and dashboards to communicate portfolio insights and trends
Respond to servicing inquiries and submit recommendations for servicing actions
Lead or contribute to group projects; mentor junior analysts and provide guidance

5+ years of experience in commercial loan servicing, portfolio management, loan operations, or collections
Strong financial analysis and cash flow modeling skills
Experience with C&I and real estate loans; familiarity with SBA programs
Working knowledge of loan documentation, compliance standards, and regulatory requirements
Experience with loan workouts, restructurings, or special assets
Strong understanding of legal processes related to non-performing loans and liquidation
Proficient in financial systems and tools (e.g., bank platforms, PCFS, Loan Manager, SBA Portal, Excel)

Portfolio Manager

Key skills