Portfolio Manager
About the role
The Portfolio Manager supports the Commercial Banking Office at Bank of Marin, a top-rated workplace in the North Bay. This role involves managing the loan application process, conducting credit analysis, underwriting, and loan closing, while also providing quality service to clients.
Responsibilities
- Supports the Commercial Banking Office
- Partners with Relationship Managers to manage the loan application process
- Manages the credit analysis, underwriting, documentation, and loan closing process for assigned prospects and clients
- May perform senior credit analyst responsibilities in support of the Commercial Banking Officer's needs
- Ensures assigned loan portfolio is risk graded and in compliance with loan agreements/approvals
- Monitors loan portfolio to identify risks and maintain up-to-date loan files
- Works with Credit Analysts on loan package preparation and proposals
- Collaborates with credit administration to properly document loans
- Closes loans with borrowers when needed
- Has an understanding of loan types and related requirements, working independently with some assistance
- Partners with the Regional Manager to provide quality service to clients
- Gathers information for new loan requests
- Coordinates with Credit Analysts on loan package preparation and proposals
- Works with credit administration to properly document loans
- Closes loans with borrowers when needed
- Has an understanding of loan types appropriate to this level, and other related requirements
Requirements
- Excellent interpersonal and communication skills, both written and oral
- Working knowledge of accounting, financial accounting, and credit analysis
- Ability to work with detailed information in an efficient and accurate manner, while meeting established deadlines
- Proficient typing and computer skills, particularly in using Microsoft Office Tools, and the Bank’s current software system
- Excellent organizational and problem-solving skills
- Motivated individual with the ability to work independently
- Ability to work well with customers and co-workers
- Ability to analyze and resolve issues making sound judgments
- Ability to read, comprehend, and evaluate detailed and complex loan documents
- Thorough understanding and familiarity of the bank’s loan policies and procedures
- Thorough knowledge of regulatory and legal issues encountered in the completion and closing of complex personal and commercial loans
Qualifications
- Bachelor’s degree (B.A.) from four-year college or university in a related field
- Minimum 2 - 4 years’ relevant banking experience and/or training
Skills
- Strong analytical and problem-solving skills
- Effective communication and interpersonal skills
- Proficiency in Microsoft Office tools
- Knowledge of banking regulations and loan policies
Benefits
- Comprehensive health care coverage
- Retirement savings plan with employer matching opportunity
- Employee stock ownership plan
- Tuition reimbursement
- Employee volunteer program
Pay
The hiring pay range for this position is $83,524 to $112,758. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
Schedule
Bank of Marin offers a flexible schedule that allows for a healthy work-life balance.
Benefits
- Comprehensive health care coverage
- Retirement savings plan with employer matching opportunity
- Employee stock ownership plan
- Tuition reimbursement
- Employee volunteer program
Pay
The hiring pay range for this position is $83,524 to $112,758. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
Equal Opportunity Employer
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability