Portfolio Manager

About the role

Lead the strategy behind a high-performing loan portfolio while ensuring compliance, operational excellence, and long-term financial stability.

Responsibilities

• Oversee loan servicing operations and portfolio performance.
• Maintain accurate loan documentation and servicing records.
• Monitor portfolio quality and identify potential risks.
• Manage collections activities and loan modifications.
• Ensure compliance with lending regulations and internal policies.
• Analyze portfolio trends and prepare management reports.
• Collaborate with lending, underwriting, and business development teams.
• Support audits, compliance reviews, and risk mitigation initiatives.
• Recommend process improvements to increase operational efficiency.
• Supervise portfolio servicing staff and support professional development.

Requirements

• You are an analytical and strategic lending professional who enjoys balancing operational excellence with risk management.
• You have experience managing loan portfolios, understand lending regulations, and can confidently make recommendations that support responsible lending practices.
• You thrive in collaborative environments, value accuracy, and enjoy improving processes that strengthen portfolio performance.

Qualifications

• Education / Background: Bachelor’s degree in Finance, Business Administration, Management, or a related field, or an equivalent combination of education and experience.
• Minimum of 2-5 years of experience in loan servicing, risk management, escrow processing, small business lending, collateral valuation, portfolio management, or related lending operations.
• Minimum of 2 years of supervisory or management experience.
• Strong understanding of loan servicing operations, collections procedures, and portfolio monitoring practices.
• Working knowledge of SBA lending programs and New Market Tax Credit financing preferred.
• Proficiency in Microsoft Office Suite, particularly Word and Excel, as well as Outlook and loan portfolio management systems.
• Experience with auditing practices, compliance reviews, and risk mitigation processes preferred.

Benefits

Full-Time Benefits Include:

• Generous Paid Holidays
• Paid Time Off & Paid Sick Days
• Medical, Dental, and Vision coverage for Spouse/Domestic Partner & Children up to age 26
• 401(k) Retirement Plan
• Employee Recognition Program
• Tuition Reimbursement for qualifying degrees
• Health Savings Account (HSA) & Flexible Spending Account (FSA)
• Free Preventative Services & Wellness Rewards
• Life & Disability Insurance Options
• Employee Assistance Program (EAP)
• Telemedicine & Concierge Services
• Pet Care & LifeMart Purchase Discounts
• Mileage & Cell Phone Reimbursement for qualifying roles
• Identity Theft Protection & Voluntary Benefits

Pay

Compensation and benefits are competitive and commensurate with experience.

Schedule

Full-time position.

Contact

To apply, please visit Chicanos Por La Causa, Inc. Careers Page.

Equal Opportunity Employer

Chicanos Por La Causa, Inc. is an Equal Opportunity Employer. We seek talented employees with varying backgrounds, cultures, backgrounds, and experiences to support our innovation and creativity.