Commercial Banking Portfolio Officer

Date:
Nov 6, 2026

Location:

Miami Lakes, FL, US, 33016
Company:
Popular
Workplace Type:
On-site

This position is responsible for the effective servicing of a designated commercial portfolio. The Commercial Banking Portfolio Officer provides day to day support to the Commercial Relationship Officers and Team Leaders in insuring that customers are effectively serviced, their inquiries responded to, and operational situations resolved promptly and efficiently.

Given the amount of time the lending team is in the field, this individual is critical to providing consistent quality service in accordance with bank goals to attain growth, reduce losses and increase profitability and customer satisfaction.

• Research, investigate, and resolve customer discrepancies, complaints, and payments
• Ensure customer's compliance with financial reporting and covenant requirements
• Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc. and ensure respective databases are accurate and up to date with customer information
• Assist the relationship officers with Client management, which includes doing spreads, managing the loan pipeline from approval to close, as well as managing the loan portfolio with renewals, maturity, annual, quarterly, and semi-annual financial reviews
• Compile and analyze data and generate management reports with recommendations as needed
• Responsible for managing the relationship with third party servicers
• Arrange closings of renewals and restructures and book same on loan system
• Coordinate with management and internal legal counsel to ensure that legal counsel is assigned to cases where representation is necessary

• Bachelor's degree (B.
  
  A.) in Business Administration related field and/or 3 years’ experience managing commercial credit and non-credit products
• Knowledge of relevant banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility. Keeps updated on changes to banking environment, bank competition, and customer’s business environment applicable to area of responsibility
• Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc)
• Familiarity with appraisals, environmental, site inspections, plan and cost review reports, global cash flow, and stress testing
• Ability to work on multiple projects/tasks simultaneously, managing time and resources to ensure that work is completed accurately and efficiently within established time frame

Important:
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the…