Commercial Portfolio Manager

Commercial Portfolio Manager

Corporate Headquarters - Omaha, NE 68118

Overview

Education Level 4 Year Degree Category Banking

Description

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culturewhat we call our Recipe for Awesomemakes Core Bank more than a place to work or bank; it's a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore

Position Summary

The Commercial Portfolio Manager (CPM) is responsible for the administrative management and credit support of an assigned portfolio of commercial lending relationships. This role partners closely with Commercial Relationship Managers to ensure loan and credit files are accurate, complete, and compliant, while supporting underwriting and ongoing portfolio monitoring.

The CPM plays a key role in maintaining strong client communication, tracking financial performance, monitoring covenant compliance, and assisting in credit analysis for new, renewed, and annual loan requests. This position is instrumental in supporting credit quality, operational efficiency, and a high level of client service across the commercial lending team.

Duties and Responsibilities:

Portfolio Management & Administration

• Manage the administrative aspects of an assigned commercial loan portfolio by maintaining complete, accurate and well-organized credit files that support effective loan monitoring and risk management.
• Maintain ongoing communication with borrowers to obtain required financial statements, compliance documentation, and covenant reporting.
• Monitor covenant compliance, financial performance, and reporting timelines, proactively addressing any gaps or concerns.

Credit Support & Underwriting

• Assist in preparing and underwriting credit approval packages for new loan requests, renewals, and annual reviews.
• Analyze borrower financial statements, tax returns, and related credit information to support sound risk assessment.
• Prepare annual reviews and present assigned credits to Loan Committee as needed.
• Partner closely with the Credit Department to ensure timely and accurate processing of loan requests.

Loan Monitoring & Risk Management

• Monitor maturing and past due loans within the portfolio and assist Relationship Managers in proactive resolution strategies.
• Review loan documentation to ensure alignment with approved terms, proper collateral perfection, and protection of the bank's position.
• Schedule and conduct site visits, inspections, and collateral reviews as required.
• Ensure compliance with internal policies and regulatory requirements, including BSA, information security, and compliance standards.

Transaction & Closing Support

• Assist in facilitating loan closings by coordinating documentation, due diligence, and internal processes.
• Work with internal teams and external partners to ensure a smooth and efficient closing process.

Client Support & Relationship Development

• Support Commercial Relationship Managers in delivering high-quality service to clients through timely follow-up and communication.
• Participate in customer calls and meetings, assisting with preparation and execution.
• Help identify opportunities to expand existing relationships through cross-selling of banking products and services, including Treasury Services.

Team Collaboration & Support

• Serve as a key resource and partner to Commercial Relationship Managers, providing administrative and credit-related support.
• Provide back-up assistance to loan assistants or other team members as needed.
• Participate in team meetings, training, and community or business-related events.

Community & Brand Presence

• Represent the bank in a professional manner in all client and community interactions.
• Support the bank's mission of building better futures for customers, employees, and the community.

Qualifications

Education and Experience

• Bachelor's degree required; preferred in Accounting, Finance, or related field.
• 3+ years of experience in credit analysis, portfolio management, lending support, or related banking role.
• Prior experience in commercial banking, loan operations, or underwriting preferred.

Required Skills / Abilities / Knowledge

• Strong alignment with Core Bank's Vision, Purpose, and Values:
  • Be Collaborative work effectively with teammates and clients
  • Be Solutions-based support practical, client-focused outcomes
  • Be Tech-forward leverage systems and tools efficiently
  • Have a growth mindset continuously improve and learn
  • Embody being genuine, nimble, and service-driven
• Strong attention to detail and organizational skills
• Solid understanding of financial statements and credit analysis fundamentals
• Effective communication and client service skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving ability and ownership mindset
• Working knowledge of commercial banking products, services, and loan documentation. Proficiency with Core Bank's loan operating system (LOS) will be expected.

Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.