Banner Bank · 2 hours ago
CRE Portfolio Manager II
Irvine, CA
Full-time
Onsite
Senior Level
$131K/yr - $154K/yr
6+ years expBanner Bank is a well-established financial institution recognized for its outstanding workplace culture and community involvement. As a CRE Portfolio Manager II, you will assist in managing commercial real estate loan activities, analyze credit information, and support CRE Relationship Managers in closing transactions while monitoring portfolio quality and compliance.
BankingFinanceFinancial Services
Responsibilities
Assist CRE Relationship Managers in more complex, commercial real estate loan activity and the underwriting and funding of loans
Develop and analyze credit information
Prepare credit offerings, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE Relationship Manager
Prepare credit write-ups, furnish information relative to credit inquiries, and provide assistance to CRE Relationship Managers and Credit Administration
Monitor borrower financial information, including inventory reporting, covenant compliance, maturities, and delinquencies, and provide accurate assessments of ongoing financial stability
Manage a CRE portfolio of borrowing clients with responsibility for portfolio quality
Analyze and investigate credit and financial information on prospective and existing customers
Perform credit inquiries for the Bank and analysis of data provided by credit bureaus, other financial institutions, and Bank files
Provide loan documentation and support activities
Prepare credit requests, modifications, and extensions within the portfolio
Provide credit and project analysis, risk assessments, summaries, and recommendations for CRE Relationship Managers on new and existing credits
Responsible for the tracking and analysis of financial information of new, renewed, and existing loans
Monitor loan terms for covenant compliance on existing loans
Regularly establish, review, and update new and existing loan files
Ensure maintenance of the loan monitoring system
Responsible for the management of financial information files to ensure current reports, statements, accounts receivable, and other information on customer accounts
Manage credit files to ensure receipt of current and accurate financial information, including tax returns, inventory, credit reports, financial statements, cash flows, and contingent liabilities
Responsible for all master file maintenance, quality, and the corresponding loan reviews
Assist CRE Relationship Managers in establishing and maintaining proper documents related to the perfection of the Bank’s lien position on loans secured by various collateral
Provide technical or advisory assistance to CRE Relationship Managers as requested
Maintain loan policy manuals and updates
Perform site visits of existing and potential projects as necessary
Responsible for (in conjunction with CRE Relationship Manager) managing portfolio priorities, including reporting issues, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up performance, covenant compliance, and the appropriateness of ongoing risk ratings)
Responsible for complying with policies, procedures, security requirements, and government regulations
Ensure adherence to company and credit policies, auditing procedures, and department goals and standards
Ensure compliance of the Bank’s credit policies
Qualification
Required
Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
6 or more years of banking credit analysis experience required
Advanced analytical skills and working knowledge of financial accounting with ability to spread and analyze financial statements, cash flows, and tax returns for companies and individuals with moderate to complex structures to determine financial support feasibility for credit requests
Knowledge of company formation structures with ability to identify borrowing and guaranty structures
Advanced understanding of portfolio management priorities, including reporting issues, concentrations, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up execution, covenant compliance, and the appropriateness of ongoing risk ratings)
Possess excellent verbal and written communication, organizational, and interpersonal skills
Ability to effectively manage customer relationship and maintenance issues in the absence of CRE Relationship Managers
Ability to understand client needs, identify potential cross-sell opportunities, and participate in team calling goals involving joint retention calls and prospecting activity
Proficient in Word, Excel, Access, and other similar programs
Knowledge of federal and state laws and regulations relating to Commercial Real Estate Lending
Benefits
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Company
Banner Bank
We are proud to provide you with the most comprehensive financial services in the Pacific Northwest
1001-5000 employees
H1B Sponsorship
Banner Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Mark Grescovich
President and Chief Executive Officer of Banner Corporation and Banner Bank. Also a Director
James Costa
Chief Operating Officer
Recent News
2025-10-17
2025-10-17
Company data provided by crunchbase