Commercial Portfolio Manager

Job Category: Lending/Commercial/Residential/Specialized

Requisition Number: COMME
001439

• Posted :
  May 8, 2026
• Full-Time
• Hybrid

Showing 1 location

Cottonwood Heights, UT 84047, USA

• Pay or shift range: $85,167 USD to $110,717 USD. The listed range is the estimated amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job‑related reasons.

Pay Range: $85,167 USD to $110,717 USD

The Commercial Portfolio Manager oversees a commercial loan portfolio, working with market lenders to provide tailored financial solutions. Their responsibilities include monitoring loan quality, ensuring covenant compliance, and guiding loans through the approval process. While not tasked with sourcing new commercial business, the role focuses on converting prospects into loyal clients and maintaining ongoing loan performance.

Ideal candidates are analytical, well‑versed in credit principles, and skilled communicators. They bring a proactive approach to risk management and thrive in collaborative environments that support both client satisfaction and internal teamwork.

Through vigilant portfolio management and a focus on responsive service, the Commercial Portfolio Manager reinforces the company’s financial strength and client retention efforts, playing a critical role in long‑term market growth.

All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.

• Manage and monitor a commercial loan portfolio, overseeing performance, risk, and pipeline activity.
• Serve as the primary liaison between Relationship Managers and internal partners (Credit, Underwriting, Loan Documentation, and Operations) to efficiently fulfill new credit requests, renewals, and modifications.
• Own the end‑to‑end underwriting and approval process for assigned loans, including presenting requests to Loan Committee.
• Analyze financial statements, assess market and credit risk, and partner with Credit Analysts to ensure sound loan structures.
• Prepare and complete annual reviews, covenant testing, and ongoing credit quality assessments in alignment with bank credit policy.
• Proactively identify revenue opportunities, emerging risks, and needed changes to risk ratings, loan terms, or covenants.
• Participate in client and prospect meetings to deepen business understanding and support renewals, reviews, and new business conversion.
• Maintain complete and compliant loan documentation from approval through closing and ongoing servicing.
• Build and sustain strong relationships with clients while helping resolve credit issues and delinquency concerns.
• Coach and support lenders throughout the credit process, reinforcing bank policies, best practices, and client‑focused solutions.
• Comply with applicable laws and regulations as well as the Bank’s written policies and procedures.
• Stay current on industry trends, regulatory changes, and commercial products to support sound, forward‑thinking credit decisions.
• Assume responsibility for special projects and tasks as assigned.

• Bachelor’s degree in Finance, Business Administration, a related field, or a commensurate combination of education and experience required.
• A minimum of five years of experience in loan portfolio management, including commercial loan documentation, required.

• Exceptional business development, networking, and relationship‑building skills.
• Strong understanding of sales principles, with the ability to identify sales opportunities, provide meaningful product recommendations, and support an overall culture of sales excellence.
• Strong knowledge of relevant regulatory and compliance requirements with a deep understanding of how these rules and regulations apply to sales functions within a financial institution.
• Strong knowledge of loan processing and financial documentation, with broad and in‑depth knowledge of relevant laws, regulations, and best practices.
• Strong…