Healthcare Portfolio Manager

Columbia Bank; United States; On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) plan with employer match

Employee assistance program

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Auto and home insurance

Pet insurance

Discount marketplace access

Paid vacation

Sick days

Volunteer days

Holidays

Job summary

Columbia Bank is seeking a Private/Healthcare Portfolio Manager II to manage a portfolio of client relationships, including new credit, renewals, and covenant compliance. You will assist Relationship Managers with loan analysis, term sheets, and documentation, handling complex loan requests with oversight as needed.

The role demands financial acumen, regulatory knowledge, and strong collaboration across bank departments.

Qualifications

• Advanced computer skills with an emphasis on Microsoft Office.
• Strong organizational and project management skills.
• Effective verbal and written communication skills.
• Understanding of and compliance with all bank credit policies and procedures.

Responsibilities

• Manage or assist with a portfolio of existing client relationships including new credit, renewals, modifications, covenant compliance, and financial monitoring.
• Assist Relationship Managers with client and prospect loan needs, analysis, and documentation.
• Underwrite new credit and handle more complex loan requests with oversight as needed.
• Ensure loan documents are accurate and security interests perfected; process credit requests and renewals promptly.

Skills

MS Office

Communication

Teamwork

Project management

Credit policies

Tools

Microsoft Office

Job description

About the Role

A Private/Healthcare Portfolio Manager II manages or assists with the management of a predetermined portfolio of existing client relationships, including new credit, renewals, modifications, covenant compliance, and financial monitoring and reporting. They assist Relationship Managers with client and prospect loan needs, analysis to include financial spreads, term sheets, commitment letters and documentation/closing, and all duties assigned. 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
• Travel Requirements None

Pay

The pay range for this role is $110,000.00 - $150,000.00. 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). 3111 Camino Del Rio North Suite 200 San Diego CA 92108

Benefits

• 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
• paid vacation
• sick days
• volunteer days
• 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.

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. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT

• Relationships: We create authentic connections with customers, colleagues, and communities.
• Impact: Every role here makes a meaningful difference in people’s lives and local economies.
• Growth: We invest in your success with career development, mentorship, and learning opportunities.
• Heart: We care deeply about doing what’s best for our customers and each other.
• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.