CareerPlan

VP, Portfolio Management - Commercial Real Estate

Newport Beach, CA, USAFull-time$90k2026-10-06 → 2026-11-10

Core

Analyzes credit information, makes lending decisions, and manages a portfolio of Commercial banking loans to support client financial performance and bank risk appetite.

Role type

Senior IC commercial credit portfolio manager

Builds

Commercial banking loan structures and terms

Domain

Commercial Real Estate / Corporate Banking

Required skills

Credit risk assessment, Financial analysis, Loan structuring, Portfolio management, Regulatory compliance, Business development, Client relationship management, Strategic capital allocation

Preferred skills

Deal structuring, Problem solving, Collaboration, Detail-oriented approach, Customer service, Banking operations, Microsoft Office proficiency

Technologies

Microsoft Office

Responsibilities

Negotiate loan structures and terms aligning client needs with bank risk appetite; Assess client repayment capacity using financial models; Sign off on new, renewal, and extension loans within delegated authority; Monitor portfolio performance to identify deteriorating credit conditions and industry trends; Develop and execute business development plans to expand client relationships; Conduct financial analysis and risk assessments for assigned clients; Minimize risk exposure by adhering to credit policies and regulatory standards; Identify revenue and cross-selling opportunities to enhance portfolio growth.

Seniority

Senior, hands-on IC