Apply on Employer Site

Bank of Marin · 2 months ago

Portfolio Manager - Senior I

Pell Plaza, Novato, CA, US

Full-time

Onsite

Mid, Senior Level

$129K/yr - $181K/yr

5+ years exp

Bank of Marin, voted by employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Portfolio Manager to join their Commercial Banking Office in Novato, California. The Senior Portfolio Manager is responsible for managing the loan application process, ensuring compliance with loan agreements, and providing quality service to clients while identifying and addressing potential risks.

BankingConsultingWealth Management

Responsibilities

Managing the loan application process, including credit analysis, underwriting, documentation, and loan closing for assigned prospects and clients

Ensuring assigned loan portfolio is properly risk-graded and in compliance with loan agreements/approvals

Identifying and addressing potential risks in the loan portfolio

Providing quality service to clients by directing and assisting with needs and inquiries via phone, in person, or email

Gathering information for new loan requests and coordinating with Credit Analysts on loan package preparation and proposals

Working with Credit Administration to properly document loans and closing loans with borrowers when needed

Monitoring current loan portfolio to identify risks and maintain up-to-date loan files

Reviewing and/or making larger, more complex loans and providing guidance to Portfolio Manager I, II, and III positions

Qualification

Credit analysisUnderwritingLoan documentationRisk managementHealthcare industry analysisClient serviceTeam collaborationCommunication skills

Required

Bachelor's degree (B.A.) from four-year college or university in a related field

Minimum 5 - 7 year's relevant banking experience and/or training

Experience with analysis of the Healthcare Industry and understanding of practice financing

Benefits

Comprehensive health care coverage

Retirement savings plan with employer matching opportunity

Bank paid employee stock ownership plan

Tuition reimbursement

Employee volunteer program

Company

Bank of Marin

Bank of Marin is the community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda.

Founded in 1990

Novato, California, USA

201-500 employees

http://bankofmarin.com

Funding

Current Stage

Public Company

Total Funding

$45M

2025-11-19Post Ipo Debt· $45M

1999-12-31IPO

Leadership Team

Misako Stewart

Executive Vice President and Chief Credit Officer

Recent News

Morningstar.com

Bank of Marin Bancorp to Webcast Q4 Earnings on Monday, January 26, 2026, at 8:30 a.m. PT

2026-01-03

globallegalchronicle.com

Bank of Marin Bancorp Completes $45 Million Subordinated Notes Issuance and Balance Sheet Repositioning

2025-11-24

Business Wire

KBRA Assigns Ratings to Bank of Marin Bancorp

2025-11-05

Company data provided by crunchbase