Hybrid: Commercial Loan Underwriter & Portfolio Manager

Credit Union of Southern California; Anaheim (CA); Hybrid; USD 80,000 - 123,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive pay

Pay transparency

Job summary

Credit Union of Southern California in Anaheim Hills, CA, seeks a Commercial Loan Underwriter & Portfolio Manager to oversee credit risk, perform financial analysis, and monitor a diverse commercial loan portfolio including SBA, CRE, and multifamily loans.

The role blends in-office and remote work on a hybrid schedule, with a focus on collaboration across lending teams, timely risk assessments, and adherence to regulatory requirements.

Qualifications

• 3+ years in commercial real estate or lending analysis.
• Experience with SBA/CRE credits preferred.
• Formal credit training or industry courses required.
• Proficient data processing in online tools and spreadsheets.
• Strong understanding of cash flow, leverage and collateral.

Responsibilities

• Monitors credit risk within the commercial loan portfolio.
• Prepares annual and periodic credit reviews.
• Analyzes complex loan transactions and provides management with recommendations.
• Reviews third-party underwriting analyses and resolves follow-ups.
• Supports relationship management and borrower communications.

Skills

Credit analysis

Portfolio management

Financial analysis

Risk assessment

Communication skills

Documentation

Lending policies

Education

Bachelor’s degree in Business, Finance or Economics

Tools

Microsoft Office

Excel

Word

Outlook

SharePoint

Job description

Credit Union of Southern California in Anaheim Hills, CA, seeks a Commercial Loan Underwriter & Portfolio Manager to oversee credit risk, perform financial analysis, and monitor a diverse commercial loan portfolio including SBA, CRE, and multifamily loans.

The role blends in-office and remote work on a hybrid schedule, with a focus on collaboration across lending teams, timely risk assessments, and adherence to regulatory requirements.