Remote Commercial Portfolio Manager (WA/OR)
Peak Credit Union
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Benefits offered by this job
Job summary
Peak Credit Union is seeking a Commercial Loan Portfolio Specialist to assist the Commercial Lending Team with portfolio management, underwriting, and documentation for commercial loans. This remote role is open to candidates residing in Washington or Oregon.
You will support loan officers, review annual covenants, prepare memoranda, monitor risk, and help originate new relationships while ensuring compliance with lending regulations. Relevant underwriting experience is required.
Qualifications
- Experience in commercial underwriting and loan analysis.
- Knowledge of lending regulations.
- Strong documentation and data analysis skills.
- Ability to manage multiple tasks and meet deadlines.
- Experience with loan reviews and risk mitigation.
Responsibilities
- Support Commercial Loan Officers in managing existing relationships.
- Serve as primary contact for borrowers.
- Prepare annual reviews and covenant monitoring.
- Underwrite and document new loans or modifications.
- Identify cross-sell opportunities and refer services.
- Perform due diligence on financial and legal documents.
- Develop risk reports and remediation plans.
- Ensure compliance with state and federal regulations.
- Maintain accurate records and timely communications.
Skills
Education
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Job description
Peak Credit Union is seeking a Commercial Loan Portfolio Specialist to assist the Commercial Lending Team with portfolio management, underwriting, and documentation for commercial loans. This remote role is open to candidates residing in Washington or Oregon.
You will support loan officers, review annual covenants, prepare memoranda, monitor risk, and help originate new relationships while ensuring compliance with lending regulations. Relevant underwriting experience is required.
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