Healthcare Portfolio Manager

Financeroles; Lake Oswego (OR); On-site; USD 78,000 - 120,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Life insurance

Tuition assistance

Paid vacation & holidays

Job summary

Columbia Bank is seeking a Private/Healthcare Portfolio Manager in Lake Oswego, OR to support Relationship Managers with credit analysis, loan monitoring, and documentation. You will handle new credit requests, renewals, modifications, and covenant compliance while maintaining strong client relationships.

Ideal candidates bring 3+ years of industry experience, portfolio management background, and solid knowledge of accounting and underwriting.

Qualifications

• 3 years of industry work experience.
• Portfolio management experience preferred.
• Strong understanding of complex accounting literature and pronouncements.
• Advanced computer skills with emphasis on Microsoft Office.
• Strong organizational and project management skills.
• Excellent verbal and written communication skills.
• Understanding of bank credit policies and procedures.
• Knowledge of commercial and real estate underwriting.
• Ability to engage and develop relationships with internal bank departments.
• No travel required.

Responsibilities

• Underwrite new credit requests and renewals with some oversight.
• Monitor financials, covenant compliance, and quarterly risk ratings.
• Prepare term sheets and commitment letters.
• Coordinate loan documentation and closing activities.
• Maintain loan files and perform ongoing loan administration.
• Support Relationship Managers and deepen client relationships.
• Ensure compliance with bank regulations and policies.

Tools

Microsoft Office

Job description

About the Role:

The Private/Healthcare Portfolio Manager provides comprehensive portfolio and credit support to Relationship Managers in managing existing client relationships and supporting new business opportunities. This role assists with new credit requests, renewals, modifications, covenant compliance, financial monitoring, and reporting, while helping ensure credit and portfolio requirements are completed accurately and efficiently. The Portfolio Manager partners closely with Relationship Managers to address client and prospect lending needs, including financial analysis and spreads, preparation of term sheets and commitment letters, and coordination of documentation and closing activities. The position plays an integral role in supporting the overall client relationship and portfolio while allowing the Relationship Manager to maintain primary ownership of client development and relationship management.

• New credit underwriting. Working on loan requests with more complexity and may require limited assistance and additional oversite.
• Renewals/modifications
• Financial monitoring and reporting, covenant compliance, and quarterly risk ratings
• Ensure all bank loan documentation is accurate and the Bank’s security interest in collateral is perfected
• Ensure timely processing of all credit requests and renewals
• Analyze and complete term loan reviews
• Perform ongoing loan administration, file maintenance, and collection of financials with some support of the primary Relationship Manager
• Ensure all bank loan files, both hardcopy and digital, are updated, organized, and complete
• Perform a multitude of written and verbal communication tasks to ensure completion of all assigned projects
• Some proficiency with Cross-sell and deepen client relationships
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

About You:

• 3 years — of industry work experience (Required)
• 2 Years — Previous portfolio management experience (Preferred)
• Thorough understanding of and ability to interpret complex accounting literature and accounting pronouncements, regulations, practice and theory, as well as the ability to apply this knowledge to day-to-day activities
• Advanced computer skills with an emphasis on Microsoft Office
• Strong organizational and project management skills
• Effective team player
• Effective verbal and written communication skills
• Understanding of and compliance with all bank credit policies and procedures
• General understanding of commercial and real estate underwriting
• Ability to engage and develop relationships with all internal bank departments
• No travel required.

The base pay range for this role is $78,000.00 to $120,00.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location:

Ability to work fully onsite at posted location(s).

5885 Meadows Road Suite 300 Lake Oswego OR 97035

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.