Portfolio Manager III

Bank of Marin; Rancho Cordova (CA); On-site; USD 126,203 - 176,680; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Employee stock ownership plan

Employee volunteer program

Job summary

Bank of Marin, a recognized employer, is seeking a Senior Portfolio Manager to oversee middle market underwriting and credit management in Rancho Cordova. Responsibilities include managing a diverse portfolio while enhancing customer relationships and supervising junior staff. The ideal candidate will have a Bachelor’s degree and 5-7 years in banking. The role offers a competitive salary of $126,203 to $176,680, along with comprehensive benefits including health care and retirement plans.

Qualifications

• Minimum of 5-7 years relevant banking experience.
• Experience in middle market underwriting and management of credits.
• Ability to train and mentor junior staff.

Responsibilities

• Lead underwriting, maintenance, and management of a credit portfolio.
• Focus on customer service to retain and grow client relationships.
• Train and mentor junior staff in banking procedures.

Skills

Knowledge of accounting

Credit analysis

Interpersonal skills

Communication skills

Understanding of loan policies

Knowledge of regulatory issues

Education

Bachelor’s degree in related field

Tools

Loan Operating System (Sageworks/Abrigo)

Job description

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Portfolio Manager to join our Commercial Banking Office on-site in our Rancho Cordova office.

The Senior Portfolio Manager is responsible for leading the middle market underwriting, maintenance and management of a portfolio of credits with varying complexity. In addition to managing credit risk, this position will focus on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing and new customer relationships. This position will also work to train and mentor junior staff as appropriate. Experience with a Loan Operating System (specifically Sageworks/Abrigo) and with actively helping to structure loans.

Requirements

• Excellent knowledge of accounting, financial accounting, and credit analysis.
• Excellent interpersonal and communication skills, both written and oral.
• Thorough understanding and familiarity of the bank’s loan policies and procedures.
• Thorough knowledge of regulatory and legal issues encountered in the completion and closing of complex personal and commercial loans.

Professional / Educational Experience

Bachelor’s degree (B.A.) from four-year college or university in a related field and minimum 5 -7 year’s relevant banking experience and/or training; or equivalent combination of education and experience.

The hiring pay range for this position is $126,203 to $176,680. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability