CRE Portfolio Manager I: Credit & Client Partnerships

UMB Bank

Denver (CO)

On-site

USD 68,000 - 100,000

Full time

14 days+

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Job summary

The Portfolio Manager I role at UMB Bank supports the Real Estate Group Lenders and portfolio managers in Denver, focusing on analysis of CRE loan opportunities and ongoing portfolio management. The position handles credit analysis, covenant monitoring, annual reviews, collateral evaluation, and documentation to sustain strong client relationships.

Ideal candidates bring 1+ years banking experience, strong analytical and communication skills, and proficiency with Word/Excel/PowerPoint.

Qualifications

Bachelor’s degree in Business, Accounting, Finance, CRE or related fields.
1+ years banking or equivalent regulatory/bank policy experience including credit analysis.
Current valid driver’s license.
Demonstrates strong analytical skills.
Demonstrates strong communication skills (verbal & written).
Demonstrates strong understanding of credit underwriting.
Ability to interpret policies, loan contracts, and credit reports and financial statements.
Knowledge of bank products, services, and operations.
Self-starter with initiative.
Proficiency in Word, Excel, PowerPoint.
Familiarity with commercial lending software.

Responsibilities

Partner with REG Lenders and Portfolio Managers 2/3 to administer REG banking relationships.
Perform credit analysis, covenant monitoring and annual reviews; prepare credit packages for approval.
Assist in collateral analysis and pricing/risk models for credits.
Monitor covenant compliance in Capital Stream and Optimist; track documentation exceptions.
Identify warning signs and analyze borrower/guarantor financial performance as required.
Provide recurring customer service and support joint sales calls with loan officers.
File required reports and resolve related issues in a timely manner.