CRE Portfolio Banker: Underwriting & Risk Analysis

FMB; Fullerton (CA); On-site; USD 102,440 - 174,200; Full time

Job summary

FMB is seeking a Portfolio Banker in Fullerton, CA. This role requires collaboration with Relationship Managers to evaluate financial needs of commercial real estate borrowers. Responsibilities include analyzing financial statements, monitoring loan performance, and supporting credit approval decisions.

The ideal candidate will have a bachelor's degree and at least 5 years of experience in real estate underwriting, with strong analytical and communication skills. A competitive salary range of $102,440 to $174,200 annually is offered.

Qualifications

• Minimum 5–10 years experience in Commercial Real Estate underwriting.
• Proven analytical and problem-solving skills.
• Strong attention to detail and accuracy.

Responsibilities

• Analyze property financial statements and rent rolls to assess creditworthiness.
• Monitor performance of the CRE loan portfolio.
• Prepare credit memoranda for loan decisions.

Skills

Financial analysis

Credit assessment

Analytical skills

Communication skills

Education

Bachelor’s degree in Business, Accounting, or Finance

Tools

Microsoft Office (Excel, Word)

Job description

FMB is seeking a Portfolio Banker in Fullerton, CA. This role requires collaboration with Relationship Managers to evaluate financial needs of commercial real estate borrowers. Responsibilities include analyzing financial statements, monitoring loan performance, and supporting credit approval decisions.

The ideal candidate will have a bachelor's degree and at least 5 years of experience in real estate underwriting, with strong analytical and communication skills. A competitive salary range of $102,440 to $174,200 annually is offered.