Bank of Marin · 4 hours ago
Portfolio Manager
Novato, CA
Full-time
Onsite
Entry, Mid Level
$81K/yr - $109K/yr
2+ years expBank of Marin is a recognized employer in the North Bay Business Journal, seeking a Portfolio Manager to join their Commercial Banking Office. The role involves supporting the loan application process, credit analysis, underwriting, and ensuring compliance with loan agreements while providing quality service to clients.
BankingConsultingWealth Management
Responsibilities
Supports the respective Commercial Banking Office
Partners with the Relationship Managers to manage the loan application process
Responsible for the credit analysis, underwriting, documentation and loan closing process for prospects and clients
May perform senior credit analyst responsibilities in support of the Commercial Banking Officer’s overall needs
Ensures assigned loan portfolio is properly risk graded and in compliance with loan agreements/approvals
Identifies and addresses potential risks
Partners with the Regional Manager to provide quality service to clients
Gathers information for new loan requests
Coordinates with Credit Analysts on loan package preparation and proposals
Works with credit administration to properly document loans and closes loans with borrowers when needed
Monitors current loan portfolio to identify risks and maintain up to date loan files
Requires knowledge of all deposit and Treasury Services products and services offered to commercial clients
Works under moderate supervision while supporting the Commercial Banking Office
Qualification
Required
Bachelor's degree (B.A.) from four-year college or university in a related field
Minimum 2 - 4 year's relevant banking experience and/or training
Ability to manage the loan application process
Credit analysis, underwriting, documentation and loan closing process experience
Understanding of loan types appropriate to this level
Knowledge of all deposit and Treasury Services products
Ability to work independently with some assistance
Ability to monitor current loan portfolio to identify risks
Ability to maintain up to date loan files
Ability to provide quality service to clients by directing and assisting with needs and inquiries by phone/in person/email
Benefits
Comprehensive health care coverage
A 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.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$45M2025-11-19Post Ipo Debt· $45M
1999-12-31IPO
Leadership Team
Misako Stewart
Executive Vice President and Chief Credit Officer
Recent News
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