Sr Commercial Banking Portfolio Officer

Popular; New York (NY); Hybrid; USD 150,000 - 165,000; Full time

Benefits offered by this job

Health plan

Flexible time off

Savings and investment plans

Job summary

Popular is seeking a Commercial Banking Portfolio Officer to provide day-to-day support to Commercial Relationship Officers and Team Leaders, ensuring customers are serviced effectively and inquiries resolved promptly.

The role emphasizes managing the loan pipeline, client management, data analysis, and coordination with various units. Hybrid work in New York, with a base salary range of $150,000–$165,000 depending on qualifications.

Qualifications

• Bachelor's degree in Business Administration related field and/or 3 years’ experience managing commercial credit and non-credit products, including cash flow, financial and credit worthiness analysis
• Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc)
• Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc)
• Familiarity with appraisals, environmental, site inspections, plan and cost review reports, global cash flow, and stress testing
• Ability to work on multiple projects/tasks simultaneously, managing time and resources to ensure that work is completed accurately and efficiently within established time frame

Responsibilities

• Research, investigate, and resolve customer discrepancies, complaints, and payments
• Ensure customer's compliance with financial reporting and covenant requirements
• Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc. and ensure respective databases are accurate and up to date with customer information
• Assist the relationship officers with Client management, which includes doing spreads, managing the loan pipeline from approval to close, as well as managing the loan portfolio with renewals, maturity, annual, quarterly, and semi-annual financial reviews
• Compile and analyze data and generate management reports with recommendations as needed
• Responsible for managing the relationship with third party servicers
• Arrange closings of renewals and restructures and book same on loan system
• Coordinate with management and internal legal counsel to ensure that legal counsel is assigned to cases where representation is necessary

Skills

Credit analysis

Compliance knowledge

Multitasking

Financial analysis

Education

Bachelor's degree in Business Administration related field

Job description

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Date: Oct 1, 2026

Location:

New York, NY, US, 10004

Company: Popular

Workplace Type: Hybrid

This position is responsible for the effective servicing of a designated commercial portfolio. The Commercial Banking Portfolio Officer provides day to day support to the Commercial Relationship Officers and Team Leaders in insuring that customers are effectively serviced, their inquiries responded to, and operational situations resolved promptly and efficiently.
Given the amount of time the lending team is in the field, this individual is critical to providing consistent quality service in accordance with bank goals to attain growth, reduce losses and increase profitability and customer satisfaction.

• Research, investigate, and resolve customer discrepancies, complaints, and payments
• Ensure customer's compliance with financial reporting and covenant requirements
• Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc. and ensure respective databases are accurate and up to date with customer information
• Assist the relationship officers with Client management, which includes doing spreads, managing the loan pipeline from approval to close, as well as managing the loan portfolio with renewals, maturity, annual, quarterly, and semi-annual financial reviews
• Compile and analyze data and generate management reports with recommendations as needed
• Responsible for managing the relationship with third party servicers
• Arrange closings of renewals and restructures and book same on loan system
• Coordinate with management and internal legal counsel to ensure that legal counsel is assigned to cases where representation is necessary

To be considered, you will need:

• Bachelor's degree (B. A.) in Business Administration related field and/or 3 years’ experience managing commercial credit and non-credit products, including cash flow, financial and credit worthiness analysis
• Knowledge of relevant banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility. Keeps updated on changes to banking environment, bank competition, and customer’s business environment applicable to area of responsibility
• Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc)
• Familiarity with appraisals, environmental, site inspections, plan and cost review reports, global cash flow, and stress testing
• Ability to work on multiple projects/tasks simultaneously, managing time and resources to ensure that work is completed accurately and efficiently within established time frame

Base Salary & Benefits

Our base salary for this position located in New York City generally ranges between $150,000.00 and $165,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail] . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets

Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
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