Strategic Commercial Portfolio Manager

First Citizens; San Francisco (CA); On-site; USD 144,000 - 192,000; Full time

Job summary

First Citizens in California seeks a senior relationship-focused banker to manage, service, and develop commercial banking relationships within an assigned portfolio. You will assess credit quality and coordinate with partners to deliver tailored financial solutions.

The role emphasizes portfolio monitoring, client service, and proactive sales, with annual needs assessments and regular referrals to banking partners. Strong credit analysis and underwriting skills are essential.

Qualifications

• Bachelor's degree and 8 years of credit analysis/underwriting experience.
• Or high school diploma and 12 years of experience.
• Strong skills in credit analysis, underwriting, and servicing commercial loans.

Responsibilities

• Portfolio management and documentation control.
• Maintain ongoing client contact and assess banking needs.
• Sell loans and deposits through relationship-based strategies.
• Monitor loan payments and collect past-due amounts.

Skills

Credit analysis

Credit underwriting

Portfolio management

Relationship management

Job description

First Citizens in California seeks a senior relationship-focused banker to manage, service, and develop commercial banking relationships within an assigned portfolio. You will assess credit quality and coordinate with partners to deliver tailored financial solutions.

The role emphasizes portfolio monitoring, client service, and proactive sales, with annual needs assessments and regular referrals to banking partners. Strong credit analysis and underwriting skills are essential.