Senior Commercial Loan Portfolio Manager

MRINetwork; Novato (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

MRINetwork is seeking an experienced Commercial Loan Portfolio Manager in California to support commercial lending activities. You will participate in client meetings at client sites or bank offices, manage CRM/pipeline reporting, and assist in sales and business development efforts.

You will coordinate with credit and documentation teams to ensure timely underwriting, loan closings, and portfolio monitoring while staying compliant with applicable banking regulations.

Qualifications

• 3+ years of C&I and CRE loan underwriting/portfolio management experience
• Knowledge of commercial credit products, concepts, processes, and functions
• Knowledge of financial statements and ratios, budgets, inventory and accounts receivable turnover
• Ability to analyze and interpret financial statements, business reports and legal documents
• Knowledge of federal/state banking regulations
• Math skills: ratios, percentages, interest, amortization
• Good judgment and problem solving skills

Responsibilities

• Participate with the Commercial Lender in client/prospect meetings at customer sites or bank offices
• Maintain CRM or pipeline reports and assist in sales management reporting
• Attend internal sales meetings to support business development
• Support the Commercial Lender in client/prospect meetings
• Coordinate with credit department for timely underwrite and credit decisions
• Collaborate with documentation staff to gather required loan documentation
• Assist in loan closings and portfolio monitoring
• Schedule, attend, and participate in the Lender Annual Review, including collateral valuation updates
• Be active in community activities to promote the bank and assist business development

Skills

C&I loan underwriting

CRE loan portfolio management

Credit analysis

Financial statement analysis

Ratios and financial metrics

Problem solving

Education

Bachelor's degree in business, accounting or equivalent

Tools

CRM software

Pipeline reporting

Lender reporting tools

Job description

MRINetwork is seeking an experienced Commercial Loan Portfolio Manager in California to support commercial lending activities. You will participate in client meetings at client sites or bank offices, manage CRM/pipeline reporting, and assist in sales and business development efforts.

You will coordinate with credit and documentation teams to ensure timely underwriting, loan closings, and portfolio monitoring while staying compliant with applicable banking regulations.