Senior Commercial Portfolio Manager & Relationship Leader

Sunwest Bank; Sandy (UT); On-site; USD 120,000 - 180,000; Full time

Job summary

Sunwest Bank is seeking a Senior Portfolio Manager to grow and protect commercial relationships. You will underwrite credit opportunities, manage a portfolio of mature loan and deposit relationships, and provide responsive client service.

The role blends credit judgment with relationship management and business development to support sound decisions and responsible portfolio growth. The position requires a Bachelor’s degree and 5+ years in lending or portfolio management, with strong analytical

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Five+ years in lending, credit, portfolio management, or similar.
• Knowledge of accounting, tax returns, balance sheets, income statements, and cash-flow analysis.
• Ability to evaluate complex credit requests and communicate recommendations clearly.
• Experience with commercial loan documentation and high-volume workflow.
• Proficiency with Word, Excel, and financial-analysis software.
• Strong written, verbal, presentation, organization and relationship-management skills.
• Ability to protect confidential information and regulatory requirements.

Responsibilities

• Underwrite and recommend new loans, lines, and actions per policies.
• Manage a portfolio of mature loan and deposit relationships focusing on retention and growth.
• Assess financial statements, tax returns, cash flow, collateral to determine creditworthiness and risk.
• Maintain complete credit files and resolve underwriting conditions timely.
• Coordinate lending process from request to closing with timely decisions.
• Build trusted relationships with borrowers, branches, operations, and product teams.
• Develop new loan and deposit relationships and represent the Bank at events.
• Provide guidance and training while complying with laws and policies.

Skills

Credit analysis

Financial statements

Cash flow analysis

Loan documentation

Microsoft Word

Financial software

Communication skills

Regulatory compliance

Relationship management

Education

Bachelor’s degree

Tools

Microsoft Word

Financial-analysis software

Job description

Sunwest Bank is seeking a Senior Portfolio Manager to grow and protect commercial relationships. You will underwrite credit opportunities, manage a portfolio of mature loan and deposit relationships, and provide responsive client service.

The role blends credit judgment with relationship management and business development to support sound decisions and responsible portfolio growth. The position requires a Bachelor’s degree and 5+ years in lending or portfolio management, with strong analytical