Senior Commercial Loan Portfolio Manager

Southwest-Heritage-Bank; Tucson (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Southwest Heritage Bank in Tucson, AZ is seeking a Portfolio Manager to supervise and analyze credit information on current and prospective customers, and to prepare credit presentations using the Bank’s lending software.

This role involves soliciting and coordinating SBA, commercial real estate, and commercial business loans, maintaining portfolio risk, and collaborating with lenders to support responsible growth in the local economy.

Qualifications

• BS/BA in business; 3-5 years banking experience or equivalent.
• Extensive knowledge of lending activities and products.
• Strong regulatory knowledge and communication skills.

Responsibilities

• Prepare credit presentations for new money requests and annual reviews.
• Develop risk ratings and monitor portfolio for loan quality.
• Coordinate renewals, relationships, and customer meetings.
• Ensure compliance with lending policies and regulatory requirements.
• Assist in SBA and USDA loan processes and approvals.

Skills

Credit analysis

Financial statements

Portfolio management

Loan underwriting

Relationship management

Communication

Education

BS/BA in Business

Banking experience 3-5 years

Tools

Lending software

Job description

Southwest Heritage Bank in Tucson, AZ is seeking a Portfolio Manager to supervise and analyze credit information on current and prospective customers, and to prepare credit presentations using the Bank’s lending software.

This role involves soliciting and coordinating SBA, commercial real estate, and commercial business loans, maintaining portfolio risk, and collaborating with lenders to support responsible growth in the local economy.