Portfolio Manager, Commercial Lending

About the role

The Commercial Lending Client Support Manager plays a critical role in supporting the growth and success of the Bank’s regional market teams by delivering exceptional, service-driven client experience while providing operational, credit, and portfolio support.

Responsibilities

• Provide a creative, service-driven, and solutions-oriented client experience to support the transition, maintenance, and development of client relationships on behalf of the Bank.
• Support Market Manager in establishing and maintaining high-value client relationships.
• Proactively call and visit existing and target clients to strengthen relationships and promote products and services that meet client needs.
• Consistently deliver service that exceeds client expectations and reinforces the Bank’s relationship-driven culture.
• Build and maintain strong, trusted relationships with clients through responsive communication and proactive support.
• Aid in business development efforts, client onboarding, credit preparation, portfolio support, and market initiatives that contribute to the Bank’s strategic growth objectives.
• Assist with regulatory reporting and ensure documentation aligns with internal policies and regulatory standards.
• Support new product development initiatives and internal process improvements.
• Represent the Bank and the region in industry groups, community organizations, CRA activities, and internal employee initiatives.
• Work collaboratively with all Bank team members to ensure compliance with policies, procedures, and risk management practices.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or related field preferred.
• Minimum 5+ years of experience in commercial banking, credit administration, or relationship support.
• Strong commercial credit acumen, including the ability to review financial statements, understand credit structures, and prepare preliminary loan analysis.
• Familiarity with commercial loan portfolio management and ongoing credit monitoring.
• Experience supporting relationship managers or market leadership in a client-facing environment.
• Knowledge of bank regulatory requirements, compliance standards, and operational procedures.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and banking/loan management systems.
• Ability to represent the Bank professionally in community, industry, and client settings.

Qualifications

• Mindset & Values: Lead with accountability, integrity, and consistency. Thrive in a collaborative environment where transparency and follow-through matter. Model professionalism, calm under pressure, and a solutions-oriented mindset. Embody CalPrivate’s culture, heart for client experience, excellence in service, and deep commitment to the Bank and its people.

Skills

• Strong commercial credit acumen.
• Ability to gather and prepare pre-flight loan information to support underwriting processes.
• Experience supporting relationship managers or market leadership in a client-facing environment.
• Knowledge of bank regulatory requirements, compliance standards, and operational procedures.
• Strong organizational skills.
• Proficiency in Microsoft Office and banking/loan management systems.

Benefits

• May require up to 50% travel between regional offices to support team members, clients, and cross-functional initiatives.
• Ability to sit or stand for extended periods of time.
• Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus.

Pay

Competitive compensation package including base salary, bonus, and benefits.

Schedule

Full-time position with flexible hours to accommodate regional office needs.