Portfolio Manager II

Bank of Marin, voted by employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Portfolio Manager II to join the Commercial Banking team. The role manages underwriting, maintenance, and risk management of an assigned portfolio of commercial credits, partnering closely with Relationship Managers to support both new and existing client relationships while independently handling the loan process from application through closing.

Essential Responsibilities

• Manage commercial loans from application through underwriting, approval, documentation, and closing.
• Analyze borrower financial information and assist in structuring credit solutions.
• Partner with Relationship Managers, Credit Analysts, and Credit Administration to support new and existing client relationships.
• Monitor assigned loan portfolios for credit quality, covenant compliance, maturities, renewals, and exceptions.
• Prepare loan proposals, renewal requests, and related credit documentation.
• Process loan advances and draw requests in accordance with approved loan terms.
• Respond to client inquiries and provide timely, professional service.
• Identify opportunities to deepen client relationships through additional banking products and services.
• Assist with training and development of Credit Analysts as needed.

Professional / Educational Experience

• Bachelor’s degree (B.A.) in Business, Finance, Accounting, or a related field, or equivalent combination of education and experience.
• Minimum 3–5 years of commercial banking, credit analysis, underwriting, or portfolio management experience.
• Strong knowledge of financial statement analysis, commercial credit underwriting, and loan portfolio management.
• Excellent analytical, organizational, communication, and problem‑solving skills.
• Ability to work independently while managing multiple priorities.
• Experience with commercial loan documentation, credit administration, and relationship support activities (preferred).

Pay

The hiring pay range for this position is $99,487 – $139,284. All bank positions are eligible for incentive compensation, which varies based on role. The final pay rate depends on factors such as geographic location, work experience, education, and skill level.

Benefits

• Comprehensive health‑care coverage.
• Retirement savings plan with employer matching opportunity.
• Bank‑paid Employee Stock Ownership Plan.
• Tuition reimbursement.
• Employee volunteer program and additional programs based on eligibility.
• Other benefits and programs to meet employee needs (details provided during the hiring process).