Portfolio Manager II — Elevate Commercial Lending & Relationships

Bank of Marin; Union (CA); On-site; USD 105,000 - 147,000; Full time

Job summary

Bank of Marin seeks a Portfolio Manager II to join its Commercial Banking team in Napa, CA. The role manages underwriting, maintenance, and risk for an assigned portfolio of commercial credits and partners with Relationship Managers to support client relationships from application through closing.

The position requires a Bachelor's degree and 3–5 years in commercial banking or related fields; strong financial statement analysis and credit underwriting skills are essential, with opportunity to

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field required.
• 3–5 years of commercial banking, credit analysis, underwriting, or portfolio management experience required.
• Strong knowledge of financial statement analysis, commercial credit underwriting, and loan portfolio management.
• Excellent analytical, organizational, communication, and problem-solving skills; ability to work independently with multiple priorities.
• Experience with commercial loan documentation, credit administration, and relationship support preferred.

Responsibilities

• Manage commercial loans from application through underwriting, approval, documentation, and closing.
• Analyze borrower financial information and assist in structuring credit solutions.
• Partner with Relationship Managers, Credit Analysts, and Credit Administration to support client relationships.
• Monitor loan portfolios for credit quality, covenant compliance, maturities, renewals, and exceptions.
• Prepare loan proposals, renewal requests, and related credit documentation.
• Process loan advances and draw requests per loan terms.
• Respond to client inquiries with timely, professional service.
• Identify opportunities to deepen client relationships through additional banking products and services.
• Assist with training and development of Credit Analysts as needed.

Skills

Financial statement analysis

Commercial credit underwriting

Loan portfolio management

Analytical skills

Organizational skills

Communication skills

Problem-solving

Education

Bachelor's degree in Business, Finance, Accounting, or related field

Job description

Bank of Marin seeks a Portfolio Manager II to join its Commercial Banking team in Napa, CA. The role manages underwriting, maintenance, and risk for an assigned portfolio of commercial credits and partners with Relationship Managers to support client relationships from application through closing.

The position requires a Bachelor's degree and 3–5 years in commercial banking or related fields; strong financial statement analysis and credit underwriting skills are essential, with opportunity to