Portfolio Manager I — Business Banking & Credit Solutions

City National Bank; Irvine (CA); On-site; USD 87,000 - 139,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Fertility benefits

Career development

Job summary

City National Bank in Irvine, CA is seeking a Portfolio Manager I - Business Banking to oversee a credit portfolio and contribute to new credit origination. You will underwrite, assess risk, and present recommendations to risk partners, while maintaining client relationships.

The role emphasizes market knowledge, collaboration with Relationship Managers, and timely risk rating updates, covenant tracking, and reporting to support the bank's risk appetite and strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Minimum 4 years of progressively increasing credit underwriting and portfolio management experience.

Responsibilities

• Underwrite and portfolio manage Business Banking clients across industries and geographies.
• Formulate and recommend credit and banking solutions for working capital, capex, CRE, and growth.
• Present credit recommendations and complex structures to Credit Risk and risk partners.
• Own portfolio management activities including risk rating, covenant tracking, and reporting.
• Collaborate with Relationship Managers and cross-functional teams to support credit operations.

Skills

Credit underwriting

Portfolio management

Financial analysis

Credit risk

Relationship management

Cross-functional collaboration

Presentation skills

Leadership coaching

Education

Bachelor's degree in Finance

Job description

City National Bank in Irvine, CA is seeking a Portfolio Manager I - Business Banking to oversee a credit portfolio and contribute to new credit origination. You will underwrite, assess risk, and present recommendations to risk partners, while maintaining client relationships.

The role emphasizes market knowledge, collaboration with Relationship Managers, and timely risk rating updates, covenant tracking, and reporting to support the bank's risk appetite and strategic initiatives.