CRE Portfolio Banker: Underwriting & Client Growth

Farmers & Merchants Bank of Long Beach; Fullerton (CA); On-site; USD 102,440 - 174,200; Full time

Job summary

Farmers & Merchants Bank of Long Beach is looking for a Portfolio Banker to analyze financial conditions and credit needs of commercial real estate borrowers. This role involves underwriting complex loans and maintaining strong client relationships while ensuring compliance with banking regulations.

The ideal candidate should have 5–10 years of experience in real estate underwriting with a Bachelor’s degree in Finance or a related field. Strong analytical and relationship management skills are essential.

Qualifications

• Experience in investor real estate underwriting and asset management.
• Minimum 5–10 years of experience in a related field.
• Strong customer service and credit portfolio management skills.

Responsibilities

• Analyze property financial statements and rent rolls.
• Prepare and present credit memoranda to management.
• Monitor credit risk by reviewing financial trends.

Skills

Analytical skills

Relationship management

Credit analysis

Real estate underwriting

Attention to detail

Education

Bachelor’s degree in Business, Accounting, Finance, or related discipline

Tools

CASH Insight

Microsoft Excel

Microsoft Word

Job description

Farmers & Merchants Bank of Long Beach is looking for a Portfolio Banker to analyze financial conditions and credit needs of commercial real estate borrowers. This role involves underwriting complex loans and maintaining strong client relationships while ensuring compliance with banking regulations.

The ideal candidate should have 5–10 years of experience in real estate underwriting with a Bachelor’s degree in Finance or a related field. Strong analytical and relationship management skills are essential.