Remote Commercial Lending Portfolio Manager

peakcreditunion; United States; Remote; USD 85,000 - 127,000; Full time

Job summary

Peak Credit Union is seeking a Commercial Lending Associate to assist the Lending Team with portfolio management for a diverse set of commercial loans. This remote role supports loan officers, acts as the main liaison for existing borrowers, and helps prepare annual reviews and credit documents.

You will underwrite and document new loans or amendments, analyze financial statements, and contribute to risk assessment with CLO input as needed.

Qualifications

• Minimum four (4) years loan underwriting experience, ideally in commercial underwriting and analysis within a financial institution.
• Working knowledge of commercial lending and deposit account procedures, financial statement analysis, and credit approval/annual reviews.

Responsibilities

• Assist Commercial Loan Officers in managing existing relationships and support new business development.
• Serve as the primary contact for existing borrowing relationships and monitor performance against covenants.
• Underwrite, structure, and document new loans or modifications to existing client relationships.
• Identify cross-sell opportunities and refer clients to other credit union products and services.
• Perform due diligence including review of financial, entity, legal and other documents prior to credit submission.

Skills

Commercial lending

Loan underwriting

Credit analysis

Interpersonal communication

Education

High School

Tools

Abrigo Sageworks

Job description

Peak Credit Union is seeking a Commercial Lending Associate to assist the Lending Team with portfolio management for a diverse set of commercial loans. This remote role supports loan officers, acts as the main liaison for existing borrowers, and helps prepare annual reviews and credit documents.

You will underwrite and document new loans or amendments, analyze financial statements, and contribute to risk assessment with CLO input as needed.