Portfolio Manager - Senior I

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Portfolio Manager II to join our Commercial Banking Office in our Napa Redwood office.

The Portfolio Manager II requires to be onsite and primarily responsible for managing the loan application process, including the credit analysis, underwriting, documentation and loan closing for prospects and clients to which they are assigned. The Portfolio Manager II is also responsible for ensuring their assigned loan portfolio is properly risk-graded, in compliance with loan agreements/approvals and potential risks are identified and addressed. The Portfolio Manager II will partner with the Regional Manager to provide quality service to clients by directing and assisting with needs and inquiries by phone/in person/via email. 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. Has sound understanding of most loan types and other related requirements, and can independently work to meet the requirements. Monitors current loan portfolio to identify risks and maintain up to date loan files. Has a strong knowledge of all deposit and Treasury Services products, as well as all other services offered to commercial clients. This position will be expected to work on moderate to complex portfolios and may need guidance from a more senior portfolio manager. Works under minimal supervision while supporting the Commercial Banking Office.

Additional Requirements:

• Strong knowledge of accounting, financial accounting, and credit analysis.
• Excellent interpersonal and communication skills, both written and oral.
• Ability to work with detailed information in an efficient and accurate manner, while meeting established deadlines.
• Proficient typing and computer skills, particularly in using Microsoft Office Tools, and the Bank’s current software system.
• Excellent organizational and problem-solving skills.
• Motivated individual with the ability to work independently.
• Ability to work well with customers and co-workers.
• Ability to analyze and resolve issues making sound judgments.
• Ability to read, comprehend, and evaluate detailed and complex loan documents.
• Thorough understanding and familiarity of the bank’s loan policies and procedures.
• Thorough knowledge of regulatory and legal issues encountered in the completion and closing of complex personal and commercial loans.

The hiring pay range for this position is $104,723 to $146,615. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

 The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability