Senior Lending Portfolio Manager

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

Job summary

Southwest Heritage Bank in Tucson, AZ seeks a Portfolio Manager to supervise and analyze credit information on current and potential customers, ensuring loan decisions meet bank standards. The role focuses on underwriting, risk assessment, and strong client relationships in a community-focused bank.

The PM will coordinate SBA, CRE, and commercial loan closings, monitor portfolio performance, and collaborate with lenders to grow lending opportunities while maintaining strict compliance and

Qualifications

• BS/BA in business or finance required.
• 3-5 years banking experience with lending knowledge.
• Strong knowledge of bank credit products, SBA programs, and underwriting.

Responsibilities

• Gathers data and analyzes financial statements for loan requests.
• Prepares credit presentations and annual reviews.
• Develops risk ratings and monitors portfolio for credit risk.
• Ensures renewals and annual relationship reviews are completed timely.
• Coordinates processing of approved loans and ensures policy compliance.
• Maintains knowledge of market trends and supports lending decisions.
• Represents Bank in community functions to develop business.

Skills

Credit analysis

Financial statement review

Lending knowledge

Communication

Organizational skills

Customer relationship

Education

BS/BA in business or finance

Tools

Office 365

Lending software

Job description

Southwest Heritage Bank in Tucson, AZ seeks a Portfolio Manager to supervise and analyze credit information on current and potential customers, ensuring loan decisions meet bank standards. The role focuses on underwriting, risk assessment, and strong client relationships in a community-focused bank.

The PM will coordinate SBA, CRE, and commercial loan closings, monitor portfolio performance, and collaborate with lenders to grow lending opportunities while maintaining strict compliance and