Portfolio Banker/Manager (CRE)

Jobot; Fullerton (CA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Strong benefits (M,D,V, and 401k)

Profit sharing contribution

Annual Bonus

Job summary

Jobot is seeking a Portfolio Banker/Manager (CRE) for a well-established California bank. You will evaluate CRE borrowers’ financial condition and credit needs, and support underwriting of complex loans, including bridge and construction financing, in collaboration with Relationship Managers and senior leadership.

The role emphasizes accuracy in financial statement analysis, risk assessment, and diligent monitoring of loan performance and market trends, while delivering strong client service and

Qualifications

• Bachelor’s degree in Business, Accounting, Finance or related field.
• 5–10 years of CRE underwriting and asset management experience.
• Strong credit analysis and portfolio management skills.
• Excellent communication and customer service abilities.

Responsibilities

• Evaluate CRE borrowers' financial condition and credit needs.
• Analyze CRE financial statements, credit information, and due diligence.
• Support underwriting and structuring of complex loans (e.g., bridge/ construction).
• Monitor loan performance, covenant compliance, and market trends.
• Collaborate with Relationship Managers and senior leadership for credit approvals.

Skills

Credit analysis

CRE underwriting

Financial statement analysis

Risk management

Communication

Time management

Customer service

Team collaboration

Education

Bachelor’s degree in Business/Accounting/Finance

Tools

Microsoft Excel

Microsoft Word

Job description

Job details

Portfolio Banker/Manager (CRE) needed for well-established California bank that has been in operation for over 100 years

This Jobot Job is hosted by: Joseph Calabrese.

Are you a fit?

Salary: $130,000 - $170,000 per year.

A bit about us:

We are a well-established California bank that has been in operation for over 100 years.

Why join us?

• Strong benefits (M,D,V, and 401k)
• Profit sharing contribution
• Annual Bonus

Job Details

Job Summary

The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements, credit information, and supporting due diligence to assess the risk and return of financing opportunities.

The position requires experience in investor real estate underwriting and asset management, including preparation of credit memoranda and annual loan reviews. The Portfolio Banker supports the underwriting and structuring of complex loan products - such as bridge and construction loans - through analysis of rent rolls, borrower and property financials, cash flows, and valuations.

This role collaborates closely with clients, Relationship Managers, Credit Administration, and senior leadership to support credit approval and risk decisions. Post-closing responsibilities include monitoring financial reporting, covenant compliance, loan performance, and relevant market and property trends.

Knowledge, Skills and Abilities

• Sound judgment and market awareness.
• Strong time-management and organizational skills, with the ability to prioritize and manage multiple tasks.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Clear and effective written and verbal communication skills in English.
• Strong analytical and mathematical skills.
• High level of attention to detail and accuracy.
• Effective telephone and interpersonal communication skills.
• Strong customer service orientation.
• Demonstrated critical thinking and problem-solving abilities.
• Ability to work independently as well as collaboratively.
• Ability to multitask and adapt in a fast-paced environment.
• Willingness and ability to actively listen and learn.
• Ability to communicate persuasively when discussing products or services.
• Ability to communicate respectfully and professionally with supervisors and colleagues.
• Demonstrated ability and willingness to collaborate in a team-oriented environment and contribute to shared goals.

Education and Experience

• Bachelor’s degree required; degree in Business, Accounting, Finance, or a related discipline preferred.
• Minimum 5-10 years of experience in a related field, with a strong emphasis on Commercial Real Estate underwriting and asset management, customer service, and credit portfolio management.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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