Portfolio Management Lead

Riverview Bank; Vancouver (WA); In loco; USD 102.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare benefits

401K plan

Disability coverage

Life insurance

Vacation & sick time

Educational assistance

Holiday pay

Descrizione del lavoro

Riverview Bank is seeking a Senior Portfolio Manager to lead a commercial portfolio management team, drive credit quality, and oversee client relationships. You will guide analysis, reporting, and lending activities to deliver strong financial performance while maintaining regulatory compliance.

The role requires a bachelor's degree and at least five years in commercial banking or portfolio management, with proven leadership capabilities and strategic insight.

Competenze

• Bachelor’s degree in business administration, finance, economics, or a related field.
• Five years of progressively responsible experience in commercial banking, portfolio management, credit administration, or a related banking function.
• Ability to lead, coach, and develop teams with varying levels of technical expertise and client support responsibility.

Mansioni

• Leads, manages, and develops a team of portfolio managers and commercial team assistants, including performance management, coaching, training, workflow oversight, and professional development.
• Oversee the administration and ongoing management of the commercial loan portfolio to support sound credit quality, timely monitoring, and compliance with internal policies and regulatory requirements.
• Partners with commercial relationship managers, credit administration, loan operations, treasury management, and other internal departments to ensure effective support for commercial clients and lending activities.
• Provides guidance and oversight for credit analysis, loan renewals, covenant monitoring, borrowing base reviews, annual reviews, and other portfolio management activities.
• Ensures portfolio managers and commercial team assistants provide timely and accurate support for loan origination, documentation, closing, funding, servicing, and ongoing relationship management activities.
• Monitors portfolio performance, credit risk indicators, loan exceptions, maturities, past dues, covenant compliance, and other key reporting metrics.
• Develops and implements processes, procedures, and best practices to improve portfolio management workflows, service quality, documentation accuracy, and operational efficiency.
• Reviews and evaluates portfolio reporting, credit memoranda, loan presentations, and related documentation for quality, consistency, and completeness.
• Supports commercial banking leadership in managing portfolio growth, risk management priorities, resource allocation, and team performance.
• Facilitates communication and coordination among commercial banking, credit, loan operations, compliance, and client-facing teams to resolve issues and support timely execution.
• Participates in client meetings, portfolio reviews, and internal credit discussions as needed to support relationship management and credit decision-making.
• Ensures adherence to bank policies, credit standards, documentation requirements, compliance procedures, and applicable regulatory expectations.
• Identify opportunities to enhance systems, reporting tools, team structures, and service delivery models that support the commercial banking function.
• Prepares and presents portfolio updates, performance reports, staffing recommendations, process improvements, and risk management insights to senior leadership.

Conoscenze

Leadership

Portfolio Management

Credit Analysis

Relationship Management

Team Coaching

Formazione

Bachelor's degree in Business Administration, Finance, Economics, or related field

Descrizione del lavoro

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.

Job Summary:

Directs the commercial portfolio management function and oversees a small team of portfolio managers. Responsible for ensuring effective portfolio administration, credit support, relationship management support, loan monitoring, reporting, and coordination of commercial banking activities. Provides leadership, process oversight, and technical guidance to support sound credit quality, efficient workflows, consistent client service, and achievement of commercial banking objectives.

The salary for this role will be between $102,000 and $130,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidates may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards

Job Functions:

• Leads, manages, and develops a team of portfolio managers and commercial team assistants, including performance management, coaching, training, workflow oversight, and professional development.
• Oversee the administration and ongoing management of the commercial loan portfolio to support sound credit quality, timely monitoring, and compliance with internal policies and regulatory requirements.
• Partners with commercial relationship managers, credit administration, loan operations, treasury management, and other internal departments to ensure effective support for commercial clients and lending activities.
• Provides guidance and oversight for credit analysis, loan renewals, covenant monitoring, borrowing base reviews, annual reviews, and other portfolio management activities.
• Ensures portfolio managers and commercial team assistants provide timely and accurate support for loan origination, documentation, closing, funding, servicing, and ongoing relationship management activities.
• Monitors portfolio performance, credit risk indicators, loan exceptions, maturities, past dues, covenant compliance, and other key reporting metrics.
• Develops and implements processes, procedures, and best practices to improve portfolio management workflows, service quality, documentation accuracy, and operational efficiency.
• Reviews and evaluates portfolio reporting, credit memoranda, loan presentations, and related documentation for quality, consistency, and completeness.
• Supports commercial banking leadership in managing portfolio growth, risk management priorities, resource allocation, and team performance.
• Facilitates communication and coordination among commercial banking, credit, loan operations, compliance, and client-facing teams to resolve issues and support timely execution.
• Participates in client meetings, portfolio reviews, and internal credit discussions as needed to support relationship management and credit decision-making.
• Ensures adherence to bank policies, credit standards, documentation requirements, compliance procedures, and applicable regulatory expectations.
• Identify opportunities to enhance systems, reporting tools, team structures, and service delivery models that support the commercial banking function.
• Prepares and presents portfolio updates, performance reports, staffing recommendations, process improvements, and risk management insights to senior leadership.

Typical Experience and Education:

Bachelor’s degree in business administration, Finance, Accounting, Economics, or a related field, or equivalent combination of education and experience.

Five years of progressively responsible experience in commercial banking, portfolio management, credit administration, commercial lending, or a related banking function.

Knowledge, Skills, and Abilities:

• Knowledge of commercial lending, portfolio management, credit analysis, loan structures, collateral documentation, and credit risk management practices.
• Knowledge of banking regulations, loan policy requirements, documentation standards, and compliance expectations applicable to commercial lending.
• Ability to lead, coach, and develop teams with varying levels of technical expertise and client support responsibility.
• Ability to evaluate commercial credit information, portfolio trends, exceptions, and risk indicators.
• Ability to manage workflows, prioritize competing demands, and ensure timely completion of portfolio management and commercial support activities.
• Ability to build and maintain effective working relationships with commercial bankers, credit officers, loan operations, clients, and senior leadership.
• Strong analytical, problem-solving, organizational, and decision-making skills.
• Strong verbal, written, presentation, and interpersonal communication skills.

Technology & Innovation:

• Demonstrated curiosity and adaptability in leveraging evolving digital tools and artificial intelligence (AI) to enhance work quality, efficiency, decision-making, and customer experience.
• Willingness to continuously learn and responsibly apply emerging technologies in alignment with regulatory and ethical standards.

Physical Demands:

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computers and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform the functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.