Commercial Portfolio Manager

Company Overview America's Christian Credit Union is a leading credit union dedicated to providing financial solutions that empower individuals and ministries. Our mission is to help our members achieve their financial goals while reinvesting every dollar to support church building, ministry funding, and member service. Summary The Commercial Portfolio Manager is an experienced individual responsible for outreach and engagement with our corporate members. The Commercial PM conducts annual credit reviews and leads loan renewal activities, engaging with corporate members and internal partners regularly. This position completes Annual Reviews of existing credits, coordinates loan renewals, reviews member-provided documentation for accuracy and compliance, and promotes a healthy ongoing relationship with members required to have their loans reviewed annually. The Commercial Portfolio Manager ensures that the documentation provided by members is accurate and by Credit Union policy and regulatory requirements while providing exceptional member experience. Responsibilities Conducts member relationship management activities in support of both loan renewals and loan annual review processes. Manages member outreach to collect, validate, and process required documentation for annual review of loans, including spreading annual financials, identifying changes in credit risk, and documenting that analysis Owns process steps for loan renewals including reviewing loan documentation to ensure eligibility for renewal. Interacts with internal and external audiences that can include underwriters, relationship managers, customers, agent banks, attorneys, and insurance agents to ensure all conditions are met for loan renewals. Regularly collaborates with teammates and key stakeholders across all levels of the company. Leverages communication and customer relationship management skills to drive results. Uses strong organizational experience in a fast-paced, live operational environment. Manages a workload that includes multiple tasks and applies judgment to resolve conflicting priorities. Applies job knowledge and documentation expertise to support a diverse array of lending products. Qualifications Associate degree in Accounting or Finance or Paralegal certification At least 1 year of experience in both for-profit and non-profit commercial lending support role At least 1 year of experience in lending processes, loan principles, and terminology related to banking laws and regulation At least 5 years of experience in a customer-facing portfolio or relationship management Call-To-Action If you're ready to make a meaningful impact through your expertise in portfolio management, we invite you to join us at America's Christian Credit Union—where your work supports not just finances but also faith-driven missions.

Job Type:

Full-time Pay:

$30.06 - $45.09 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance

Work Location:

Hybrid remote in Glendora, CA 91740