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Commercial Portfolio Manager
Peak Credit Union. Assist and support the Commercial Lending Team with all aspects of commercial loan portfolio management .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial loan underwriting, portfolio management, and regulatory compliance while maintaining strong interpersonal communication and customer service skills. Proficient in analyzing financial statements and developing risk monitoring reports to support credit relationships.
Highest-signal resume keywords
Commercial Loan UnderwritingFinancial Statement AnalysisRegulatory ComplianceInterpersonal CommunicationPortfolio Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan UnderwritingCredit Approval MemorandumsCommercial Loan DocumentationData AnalysisRisk MonitoringDue DiligenceCredit Relationship SolutionsProperty InspectionsCommercial Real Estate EvaluationsAction Plan Development
Soft Skills
Customer ServiceNegotiation SkillsOrganizational SkillsTeam CollaborationAttention to Detail
Tools & Technologies
Abrigo SageworksFinancial Software
Industry Keywords
Commercial LendingLending RegulationsCredit Union PoliciesPortfolio PerformanceMarket Trends
About the role
Key responsibilities & impact- Assist and support the Commercial Lending Team with all aspects of commercial loan portfolio management
- Support Commercial Loan Officers in managing existing commercial credit relationships and new relationships
- Serve as the primary point of contact for existing borrowing relationships
- Manage existing borrower relationships and support Commercial Loan Officers with new relationships
- Ensure timely annual reviews, document covenant and condition performance, and assist with action plans for deteriorating credit relationships
- Collect updated information, analyze data, and create periodic loan review memorandums with risk upgrade or downgrade recommendations
- Create, coordinate, and review annual review memorandums, property inspections, and commercial real estate evaluations
- Underwrite, structure, and help document new loans and modifications to existing client relationships
- Seek cross-sell opportunities and direct members to other credit union services and products
- Perform due diligence by reviewing financial, entity, legal, and other documents before credit submission
- Monitor portfolio performance and trends, define credit relationship solutions, identify issues, develop remediation, underwrite, and provide credit approval recommendations
- Develop and maintain special reports for risk monitoring, opportunity identification, and portfolio management
- Assist with regulatory, policy, and procedural compliance and provide feedback on policy updates
- Remain current on industry, market, and regulatory trends
- Perform other duties as assigned
Requirements
What you’ll need- High School
- Minimum four (4) years' loan underwriting experience, ideally in commercial underwriting and analysis within a financial institution
- Experience with Abrigo Sageworks financial software (or equivalent) preferred
- Working knowledge of commercial lending and deposit account procedures, commercial and personal financial statement analysis, credit approval/annual review memorandums, and commercial loan documentation
- Knowledge and understanding of lending regulations
- High standards for accuracy, thoroughness, completeness, and orderly documentation, system input, and correspondence
- Strong interpersonal communication and negotiation skills
- Demonstrated customer service skills
- Ability to organize work, promptly address member requests, and meet deadlines
- Demonstrated skills in member-related account transactions
- Ability to interpret and explain Credit Union policies and transactions
- Ability to work effectively independently and as part of a team
- Candidates must reside in Washington or Oregon
- Employment eligibility in the United States is verified through E-Verify
Benefits
Comp & perks- Medical, dental, vision and life insurance coverage
- Medical, Dental, and Vision insurance option paid 100% by company for employee-only coverage
- Health Care FSA (HCFSA)
- Health Savings Account (HSA) with employer contributions
- Dependent Care FSA (DCFSA)
- Life and AD&D insurance
- 401k plan
- 8 hours of vacation accrued monthly
- 8 hours of sick leave accrued monthly
- 11 paid holidays annually
- 1 floating holiday
- 16 hours of self-care time
- 16 hours of volunteer time