Portfolio Manager positions focus on delivering results in their domain. This page aggregates open Portfolio Manager roles and what employers typically expect.
Responsible for underwriting, reviewing, and managing anassigned loan portfolio while providing support to the relationship managers/loan team in obtaining information and preparing required forms to document, close, disburse and maintain loans (Construction, Commercial including Lines of Credit, CRE) in portfolio. Timely update of financial covenant/compliance tracking ("Ticklers") for financial statements, operating statements, tax returns, rent rolls, and insurance while uploading all application documents to the Bank's archives platform ("Synergy"). In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. **QUALIFICATIONS:** - Bachelor’s degree in business administration or related field preferred. - Minimum 5 years of underwriting experience in lending or relevant Commercial Real Estate lending experience required. - Branch Operations/New Account background a plus. - Excellent communication skills, both verbal and written. - Excellent leadership and decision-making skills. - Strong analytical and problem-solving skills.
Salary estimate
$80,000 – $100,000/yr
Provided by the employer.
Skills for this role
CommunicationLeadership
Resume tips for Portfolio Manager applicants
Lead with measurable achievements relevant to Portfolio Manager (numbers, scope, impact).
Mirror the exact keywords from the Portfolio Manager posting so applicant tracking systems rank you higher.
List the specific tools and skills the role names (e.g. Accounting, Communication, Leadership).
Keep it to one page for early-career, two pages for senior Portfolio Manager candidates.
Interview preparation
Prepare concrete STAR-format stories that show Portfolio Manager outcomes you drove.
Research the employer's product and recent news before the interview.
Be ready to explain how you'd approach a typical Portfolio Manager problem end to end.
Have thoughtful questions ready about the team, tools and success metrics.
About Preferred Bank
Preferred Bank is actively hiring on Jobedly. Explore their open roles and what it's like to work there.