Portfolio Manager

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This role is on behalf of our client, Elevations Credit Union. Manage ongoing needs of existing commercial loans—renewals, annual reviews, documentation, financial updates, and member follow‑up—to keep the portfolio accurate, compliant, and moving smoothly.

$93,000.00/yr - $/yr

• Prepare and manage renewals, extensions, and limited change‑in‑terms work for existing commercial loans
• Conduct annual and periodic credit reviews (e.g., loans > $2M) and update risk ratings and review documentation
• Collect, organize, and validate updated financial statements, tax returns, rent rolls, and other required documents from members; initiate member outreach as needed
• Support construction loan administration and draw management; manage the renewals/extensions common to consumer construction loans
• Perform post‑close file review to confirm documentation aligns with approvals and loan closings
• Maintain loan accuracy by managing ticklers, covenant items, renewal dates, and documentation deadlines
• Prepare renewal/review package materials and change‑in‑terms documentation for lenders and underwriting; collaborate with lenders and credit analysts on required follow‑up
• Coordinate with underwriting, credit analysts, loan operations, and business operations to resolve documentation or compliance issues

• 4+ years of experience in commercial lending, credit analysis, or related banking/credit roles (community bank or credit union experience preferred)
• Solid understanding of commercial loan documentation and underwriting fundamentals
• Experience with commercial real estate and construction lending, including renewals and extensions
• Strong organizational skills, attention to detail, and ability to manage multiple renewal/review deadlines
• Comfortable contacting members to request documents and explain requirements; strong written and verbal communication skills
• Proficiency with loan systems and willingness to adopt a new loan origination / management system
• Bachelor's degree in Finance, Economics, Business Administration, or related field

• Base salary range: $93,000 - $140,000 + bonus
• Hybrid work schedule: 2-3 days per week at Elevations' Broomfield Basecamp; occasional regional travel across Northern Colorado as needed
• 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to Linked In Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

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