Portfolio Manager

Irvine, CA 92602

Posted: 12/05/19 Employment Type: Direct Hire Industry or Function: Finance/Business Job Number: 19111802 - FS Compensation: $80,000-$100,000 per year

Job Description

Do you enjoy underwriting and monitoring a Commercial Portfolio?

Enjoy working with the Sales team and clients? If so, I have an excellent Portfolio Manager opportunity with a growing community bank. 


Job Description:

              The Portfolio Manager will be responsible conducting risk management reviews and

              monitoring accuracy of client portfolios to establish compliance with loan approval



Job Duties:

  • Underwriting all loan extensions, modifications and periodic risk grade reviews for an assigned portfolio of loans. 
  • Underwriting all new C&I loan requests from existing borrowers within assigned C&I loan portfolio
  • Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews per Bank policy.  
  • Working directly with borrowers to coordinate line of credit advances and loan draws.
  • Proactively grading loans based on periodic review of financial or other information or data that would prompt a risk grade change.
  • Tracking loans for delinquency and covenant compliance and reporting any adverse situations to Senior Management.
  • Ensuring that all correspondence and updated information is maintained in credit files including all approvals, financials reporting and documentation related to modifications, extensions, forbearances and waivers, etc.
  • Coordinating with Loan Servicing and Loan Documentation as appropriate in managing existing credits. 
  • Ordering and/or performing property inspections and/or valuation updates on real estate collateral per Bank policy.
  • Identifying potential opportunities for additional lending or other banking services as they arise. 
  • Responsible for adhering to and complying with all Bank policies and Federal and State banking laws and regulations.


Salary Range and Bonus Potential: $80,000-$100,000 per year 




  • Comprehensive benefit package


Job Requirements:

  • Three to five years of portfolio management experience including spreading and analyzing personal and company financial statements and other documentation relative to monitoring a portfolio of loans.  
  • Excellent Underwriting experience
  • C&I Underwriting


Educational Requirements:


  • Bachelor’s degree in Business Finance, Accounting, Economics or any business related field.




Meet Your Recruiter

Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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