Impactful Commercial Lending Portfolio Manager

CalPrivate Bank; Brea (CA); On-site; USD 121,000 - 145,000; Full time

Job summary

CalPrivate Bank seeks a Portfolio Manager for Commercial Lending to manage a diverse portfolio with emphasis on SBA workout and risk management. You will analyze financial statements, structure transactions, and work with relationship managers to optimize credit quality.

The role requires strong analytical skills, integrity, and the ability to communicate clearly with clients and internal teams. Location is Orange County/CA with primary duties in a banking environment.

Qualifications

• Minimum of 3 years of SBA workout and liquidation experience.
• Knowledge of bankruptcy, workout, UCC, litigations and collateral disposition.
• Excellent financial analysis skills and ability to assess loan portfolios.

Responsibilities

• Manage a portfolio of commercial credits with focus on SBA workouts and renewals.
• Monitor credit risk, financial performance, and collateral value.
• Prepare credit analysis, cash flow modeling, and structuring of transactions.
• Oversee annual renewals, amendments, and maturities; drive timely reporting and compliance.

Skills

SBA workout

Financial analysis

Credit structuring

Client service

Tools

nCino

Jack Henry

FISERV

FIS

DCI

Microsoft Excel

Microsoft Word

Job description

CalPrivate Bank seeks a Portfolio Manager for Commercial Lending to manage a diverse portfolio with emphasis on SBA workout and risk management. You will analyze financial statements, structure transactions, and work with relationship managers to optimize credit quality.

The role requires strong analytical skills, integrity, and the ability to communicate clearly with clients and internal teams. Location is Orange County/CA with primary duties in a banking environment.