Commercial Loan Portfolio Coordinator

CU SoCal; Anaheim, Northern (CA, KY); Hybrid; USD 37,000 - 55,000; Full time

Benefits offered by this job

Hybrid-remote schedule

Competitive pay and benefits

Job summary

CU SoCal in Anaheim Hills, CA, is seeking a Commercial Loan Portfolio Coordinator to assist in managing a diverse portfolio of commercial loans including SBA and CRE. The role involves collecting documents, analyzing borrower financials, responding to inquiries, and ensuring timely completion within guidelines.

Under supervision, you will monitor delinquency, maintain borrower relationships, and support loan servicing.

Qualifications

• High School diploma or equivalent.
• Two years of lending, loan servicing, or related financial services experience.
• Proficient in MS Office (Word, Excel, Outlook, Teams).
• Strong interpersonal and communication skills.

Responsibilities

• Request, analyze, and produce financial data for the commercial loan portfolio.
• Perform collateral valuations of properties in the portfolio.
• Make borrower calls to obtain information and clarify financial materials.
• Maintain an up-to-date log of financials and contact past-due borrowers.
• Track loan progress and delinquency status in the system.
• Support loan servicing and participate in loan sales as needed.

Skills

MS Office

Interpersonal skills

Communication skills

Education

High School diploma or equivalent

Formal credit training

Job description

Description

The Commercial Loan Portfolio Coordinator assists in the portfolio management of commercial loans, which may include Small Business Administration guaranteed loans, multi-family residential loans, and commercial real estate loans to current and potential credit union Members.

Under minimal supervision and at times in a remote setting, tracks and collects commercial loan documents and analyzes financial information of existing borrowers. Responds to inquiries from borrowers, and others, regarding the loan’s status, policies, procedures, and related issues, providing exceptional Member service. Adheres to policy and guidelines to underwrite the credit worthiness of portfolio loans. Requests required documents via mail, email, and phone and coordinates efforts to maintain completion times within stated guidelines. Tracks and records loan status through available electronic means. Monitors the Member Business Loan Portfolio for delinquency and changes in status and regularly reports to the Commercial Loan Committee.

Business Hours: Monday – Friday 8:00AM – 5:30PM*

*Based upon business needs, our positions may require working flexible hours.

This position is based in Anaheim Hills CA with the opportunity to work on a hybrid-remote schedule which consists of 2 days in-office and 3 days working remote from home.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale: Min. $27.12 / Mid. $34.31 / Max. $40.37* an hour

*Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.

Requirements

Minimum Qualifications

• High School diploma or equivalent
• Experience with on-line and spreadsheet data processing.
• Two (2) years of experience in lending, loan servicing, credit analysis, banking operations, or a related financial services role.

Preferred Qualifications

• Formal credit training and/or experience.
• Two (2) years of experience in commercial real estate lending.

Skills and Abilities

• Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.)
• Strong interpersonal skills to effectively communicate with business and community leaders as well as CU SoCal and its affiliate’s staff and management.
• Excellent communication skills, both written and verbal.

Essential Duties and Responsibilities

• Request, analyzes, and produces financial data related to the commercial loan portfolio.
• Performs detailed collateral valuations of properties in the Member Business Loan portfolio by analyzing current economic conditions and researching sales of similar properties.
• Makes Member calls to obtain all necessary information and clarification of financial analysis materials and resources.
• Maintains an up-to-date log of financial information on commercial borrowers to ensure receipt of current financials. Communicates with past due Members/Borrowers through mail, phone calls, and possible on‑site visits.
• Manages and maintains current business relationships with all borrowers within the credit union’s portfolio.
• Cross sells and promotes credit union products and services as opportunities arise.
• Tracks loan progress through electronic system to ensure access to status is readily available to all involved.
• Tracks and collects insurance and tax payment status; tracks delinquency report.
• Provides tracking and updated information for manager’s review as needed.
• Performs basic analysis review and data entry, as needed.
• Assists processors and loan officers with interpretations of applicable policies, operational guidelines, and questions on specific loan files.
• Assist Management team with loan servicing, including, but not limited to participation loan sales.
• Effectively conveys all relevant information in a timely manner. Communicates with immediate supervisor and the team, keeping others advised of progress and/or situations. Displays behaviors that coincide with CU SoCal’s Core Values of Respect, Integrity, Innovation, Excellence and Passion by relating favorably at all levels within the organization, and externally while representing the credit union.
• Complies with all credit union policies, service standards, procedural guidelines, and regulatory compliance; and completes all assigned training.
• Supports and contributes to the credit union’s strategic plan.
• Complete understanding and active application of the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
• Must be able and available to work a “hybrid” schedule, per business operations requirement, as needed.
• Additional duties and responsibilities, as assigned.