Healthcare Portfolio Manager

Columbia Bank

. Manage or assist with management of a predetermined portfolio of existing client relationships .

Posted 10/8/2026full-timeUnited StatesMid-LevelSenior💰 $110,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, financial monitoring, and compliance with banking regulations. Proficient in underwriting complex loans and maintaining accurate loan documentation while fostering strong client relationships.

Highest-signal resume keywords

Portfolio ManagementFinancial MonitoringUnderwriting Complex LoansBank Regulations ComplianceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SpreadsTerm Sheets PreparationLoan DocumentationCovenant ComplianceRisk RatingsAccounting KnowledgeCommercial UnderwritingReal Estate Underwriting

Soft Skills

Organizational SkillsProject ManagementTeam PlayerVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft Office

Industry Keywords

Bank Secrecy ActRegulation CCRegulation ECredit PoliciesLoan Administration

About the role

Key responsibilities & impact

Manage or assist with management of a predetermined portfolio of existing client relationships
Handle new credit, renewals, modifications, covenant compliance, and financial monitoring and reporting
Assist Relationship Managers with client and prospect loan needs
Perform financial spreads, prepare term sheets, commitment letters, and documentation/closing materials
Underwrite new credit requests, including more complex loans with limited assistance and additional oversight
Conduct renewals and modifications
Perform financial monitoring and reporting, covenant compliance, and quarterly risk ratings
Ensure bank loan documentation is accurate and the Bank’s security interest in collateral is perfected
Ensure timely processing of credit requests and renewals
Analyze and complete term loan reviews
Perform ongoing loan administration and file maintenance
Collect financial statements with support from the primary Relationship Manager
Keep hardcopy and digital bank loan files updated, organized, and complete
Perform written and verbal communication tasks to complete assigned projects
Cross-sell and deepen client relationships
Comply with bank regulations, policies, procedures, and required training
Maintain working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
Coach, mentor, or train others and teach coursework as a subject matter expert when requested
Foster Columbia corporate culture and support the vision to become “Business Bank of Choice”
Perform other duties as assigned

Requirements

What you’ll need

3 years of industry work experience (Required)
2 years of previous portfolio management experience (Preferred)
Thorough understanding of and ability to interpret complex accounting literature and accounting pronouncements, regulations, practice, and theory
Ability to apply accounting knowledge to day-to-day activities
Advanced computer skills with an emphasis on Microsoft Office
Strong organizational and project management skills
Effective team player
Effective verbal and written communication skills
Understanding of and compliance with all bank credit policies and procedures
General understanding of commercial and real estate underwriting
Ability to engage and develop relationships with all internal bank departments
Ability to work fully onsite at posted location(s)
Travel requirements: None

Benefits

Comp & perks

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
Performance-based incentive compensation may be available