Portfolio Manager, Commercial Lending

Job Description

Job Description

The Role: AVP, Commercial Lending Client Support Manager

The Location: San Diego, California

Reports To: SVP, Market Manager

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.


We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: Commercial Lending Client Support Manager

The Commercial Lending Client Support Manager plays a critical role in supporting the growth and success of the Bank’s regional market teams by delivering exceptional, service-driven client experience while providing operational, credit, and portfolio support. This position works closely with Market Managers, Relationship Managers, and internal partners to ensure seamless onboarding, relationship maintenance, and proactive client engagement.

This role is responsible for helping cultivate and maintain strong client relationships by delivering creative, solutions-oriented service that exceeds expectations and reinforces the Bank’s commitment to personalized financial solutions. The Commercial Lending Client Support Manager assists with business development efforts, client onboarding, credit preparation, portfolio support, and market initiatives that contribute to the Bank’s strategic growth objectives.

The position requires a proactive professional who embraces collaboration, operational excellence, and a “do what it takes” approach to supporting clients, colleagues, and the overall success of the Bank.

What You’ll Do

Client Relationship Support

• Provide a creative, service-driven, and solutions-oriented client experience to support the transition, maintenance, and development of client relationships on behalf of the Bank.
• Support Market Manager in establishing and maintaining high-value client relationships.
• Proactively call and visit existing and target clients to strengthen relationships and promote products and services that meet client needs.
• Consistently deliver service that exceeds client expectations and reinforces the Bank’s relationship-driven culture.
• Build and maintain strong, trusted relationships with clients through responsive communication and proactive support.

Business Development & Sales Support

• Assist Market Manager with prospect meetings and client relationship development activities.
• Collect and organize information necessary for deposit and loan applications.
• Promote the Bank’s products and services to existing and prospective clients as appropriate.
• Assist with the development of marketing initiatives, campaigns, and client outreach strategies.
• Support regional marketing efforts and assist in developing marketing materials aligned with the Bank’s brand and growth strategy.

Credit & Portfolio Support

• Gather and prepare preliminary financial and credit information to support loan requests.
• Conduct pre-flight loan analysis to ensure loan packages are complete and meet underwriting requirements.
• Assist Relationship Managers and credit teams with underwriting support as needed.
• Support ongoing portfolio management activities including monitoring client financial performance and identifying potential risks or opportunities.
• Assist in maintaining accurate and organized client and credit documentation.

Operational & Administrative Support

• Assist in preparing internal reporting, client presentations, and market performance metrics.
• Support regulatory reporting and ensure documentation aligns with internal policies and regulatory standards.
• Assist with compliance monitoring and adherence to bank policies and procedures.
• Provide support for new product development initiatives and internal process improvements.

Culture, Collaboration & Representation

• Support the development and maintenance of a positive, collaborative, and service-focused Bank culture.
• Demonstrate a strong understanding of the Bank’s vision, mission, and strategic objectives.
• Represent the Bank and the region in industry groups, community organizations, CRA activities, and internal employee initiatives.
• Work collaboratively with all Bank team members to ensure compliance with policies, procedures, and risk management practices.
• Assist branch teams with Enterprise Risk Management (ERM) obligations as needed.
• Maintain a flexible, proactive mindset and willingness to contribute wherever needed to support the Bank’s financial growth plans and objectives.

Who You Are

Experience & Expertise

• Bachelor’s degree in Business, Finance, Economics, or related field preferred.
• Minimum 5+ years of experience in commercial banking, credit administration, or relationship support.
• Strong commercial credit acumen, including the ability to review financial statements, understand credit structures, and prepare preliminary loan analysis.
• Experience gathering and preparing pre-flight loan information to support underwriting processes.
• Ability to assist with underwriting analysis and loan documentation as needed.
• Familiarity with commercial loan portfolio management and ongoing credit monitoring.
• Experience supporting relationship managers or market leadership in a client-facing environment.
• Knowledge of bank regulatory requirements, compliance standards, and operational procedures.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and banking/loan management systems.
• Ability to represent the Bank professionally in community, industry, and client settings.

Mindset & Values

• You lead with accountability, integrity, and consistency.
• You thrive in a collaborative environment where transparency and follow-through matter.
• You model professionalism, calm under pressure, and a solutions-oriented mindset.
• You embrace data-driven decision-making while maintaining a client-first perspective.
• You embody CalPrivate’s culture, heart for client experience, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

• May require up to 50% travel between regional offices to support team members, clients, and cross-functional initiatives.
• Ability to sit or stand for extended periods of time.
• Ability to physically use a keyboard/mouse
• Ability to walk to and from workstations
• Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.

If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?