Portfolio Manager - Senior I

Posted 2 Days Ago
Be an Early Applicant
Oakland, CA, USA
In-Office
129K-181K Annually
Senior level
Financial Services
The Role
Leads underwriting, maintenance, and management of a complex middle-market credit portfolio. Manages credit risk, supports customer retention and relationship growth, expands loan and deposit balances, and helps structure loans. Provides excellent customer service and trains and mentors junior staff. Requires relevant commercial banking experience, a related bachelor’s degree or equivalent combination of education and experience, and preferably experience with Sageworks/Abrigo.
Summary Generated by Built In

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

The Senior Portfolio Manager is responsible for leading the middle market underwriting, maintenance and management of a portfolio of credits with varying complexity. In addition to managing credit risk, this position will focus on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing and new customer relationships. This position will also work to train and mentor junior staff as appropriate. Experience with a Loan Operating System (specifically Sageworks/Abrigo) and with actively helping to structure loans preferred.

 Professional / Educational Experience: 

Bachelor’s degree (B.A.) from four-year college or university in a related field and minimum 7 - 10 year’s relevant banking experience and/or training; or equivalent combination of education and experience. 

The hiring pay range for this position is $128,976 to $180,562. 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  

Skills Required

  • Bachelor's degree from a four-year college or university in a related field
  • Minimum 7–10 years of relevant banking experience and/or training, or equivalent combination of education and experience
  • Experience with a Loan Operating System, specifically Sageworks/Abrigo
  • Experience actively helping to structure loans
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The Company
HQ: Novato, CA
350 Employees
Year Founded: 1989

What We Do

Founded in 1990 and headquartered in Novato, CA, Bank of Marin is a leading business and community bank in Northern California with assets of almost $4 billion. Bank of Marin provides commercial banking, personal banking, specialty lending and wealth management and trust services throughout its 31 branches and 8 commercial banking offices located across 10 counties. Specializing in providing legendary service to its customers and investing in its local communities, Bank of Marin has consistently been ranked one of the “Top Corporate Philanthropists" by the San Francisco Business Times and one of the “Best Places to Work” by the North Bay Business Journal. For more information, go to www.bankofmarin.com.

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