Commercial Underwriting Portfolio Manager - Phoenix, AZ (In-Office)

About the role

We're looking for a Commercial Underwriting Portfolio Manager to join our Commercial Lending Services team in Phoenix, AZ. The successful candidate will service, develop, and retain new and existing C&I clients in the Phoenix market and surrounding communities.

Responsibilities

• Prepare credit presentations for new and renewal loan requests.
• Analyze and spread financial statements, address industry risks, collateral requirements, loan structuring, pricing, and credit analysis.
• Monitor credit performance, including covenants, credit risk grades, past dues, documentation, and collateral exceptions.
• Provide financial performance updates and portfolio profitability reports.
• Serve as a secondary point of contact for client relationships.
• Expand, build, and maintain client relationships while delivering the highest level of customer service.
• Perform other duties as required.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 4+ years’ experience with commercial or corporate loans, spreading financial statements, or other directly related experience. An equivalent combination of education and experience may meet qualifications.
• Local candidates strongly preferred.
• Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures.
• Proficiency in credit analysis, spreading and analyzing financial statements, credit scoring, and documentation.
• Strong oral and written communication skills for creating loan presentations and seeking loan approvals.
• Analytical skills for lease approvals, credit analysis, and underwriting.
• Good organizational and problem-resolution skills.
• PC skills required.

Benefits

• Medical, Dental, and Vision Insurance – start day one.
• Life and Disability Insurance.
• Paid Parental Leave and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
• Paid Training, Paid Time Off (PTO), and Paid Federal Holidays.
• 401(k) plan with company match and Profit Sharing.
• Competitive compensation in line with work experience.
• Mental health benefits including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.