CRE & C&I Lending Portfolio Manager

Zions Bancorporation; Fresno (CA); On-site; USD 103,000 - 138,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision

Life and Disability Insurance

Paid Time Off & Holidays

401(k) with match

Tuition Reimbursement

HSA/FSA options

Parental Leave

Job summary

California Bank & Trust, a division of Zions Bancorporation, is seeking a Commercial Portfolio Manager to underwrite and manage CRE and C&I relationships in the Central Valley. You will lead financial statement spreading, credit memo prep, risk monitoring, and loan structure/pricing optimization for complex requests.

Ideal candidates have strong credit acumen, enjoy analyzing financials, and will contribute to a collaborative deal table. Open until filled with competitive compensation.

Qualifications

• Bachelor's degree in Finance, Business or related field.
• 4+ years of banking, relationship management, underwriting and credit experience.
• Knowledge of loans, credit analysis and financial statement analysis.
• Strong customer service, relationship and analytical skills.
• Ability to meet deadlines and communicate effectively.

Responsibilities

• Underwrite new C&I and CRE credit requests.
• Manage and service a portfolio of loan relationships.
• Expand and build relationships with high customer satisfaction.
• Spread and analyze financial statements, assess risk, structure/price loans.
• Monitor portfolio performance and assist with loan presentations.
• Support other duties and special projects as needed.

Skills

Credit underwriting

Financial analysis

Credit modeling

Communication skills

Attention to deadlines

Education

Bachelor's degree in Finance, Business or related field

Tools

Word processing

Spreadsheets

Job description

California Bank & Trust, a division of Zions Bancorporation, is seeking a Commercial Portfolio Manager to underwrite and manage CRE and C&I relationships in the Central Valley. You will lead financial statement spreading, credit memo prep, risk monitoring, and loan structure/pricing optimization for complex requests.

Ideal candidates have strong credit acumen, enjoy analyzing financials, and will contribute to a collaborative deal table. Open until filled with competitive compensation.