Portfolio Manager I – Commercial Lending Support

Plumas Bank; Chico (CA); On-site; USD 39,000 - 47,000; Full time

Job summary

Portolio Manager I at Plumas Bank assists the commercial lending team with loan process support, client communications, and documentation workflows in a fast-paced environment in Chico, CA. This role emphasizes accuracy, policy adherence, and timely handling of loan actions.

Ideal candidates have 1–3 years of lending experience, a related associate or bachelor’s degree, and strong office software skills. The position focuses on delivering exceptional customer experiences while maintaining

Qualifications

• Associate degree or equivalent education/experience in business, accounting, finance or related field.
• Bachelor’s degree in business, accounting, finance or related field preferred.
• One to three years of lending or equivalent experience required; general office/computer skills necessary.

Responsibilities

• Assist commercial lending team in all aspects of the loan process.
• Prepare prospect review memos, ALCO requests and term sheets/LOIs; attend sales meetings as needed.
• Build customer profiles in loan origination software and manage loan origination workflows.
• Collaborate with lenders and portfolio managers to obtain financial documentation for applications and renewals.
• Participate in QA, loan closing processes, and ensure accurate loan documentation.

Skills

Critical thinking

MS Office

Education

Associate degree

Bachelor’s degree

Tools

MS Office

Job description

Portolio Manager I at Plumas Bank assists the commercial lending team with loan process support, client communications, and documentation workflows in a fast-paced environment in Chico, CA. This role emphasizes accuracy, policy adherence, and timely handling of loan actions.

Ideal candidates have 1–3 years of lending experience, a related associate or bachelor’s degree, and strong office software skills. The position focuses on delivering exceptional customer experiences while maintaining