Commercial Portfolio Manager

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.

Major Duties and 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.

Essential Functions:
• Ability to perform duties outlined under “Major Duties and Responsibilities.”
• Ability to communicate clearly and to be understood.
• Ability to deal with sensitive and confidential information.

Basic Qualifications:
• High School Diploma, GED, or Equivalent Certification
• At least 3 years of experience in customer-facing portfolio or relationship management

Qualifications and Educational Requirements:
• 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

Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by
people assigned to this classification. They are not to be construed as an exhaustive list of
responsibilities, duties, and skills required for personnel classification. All personnel may be required to
perform duties outside of their normal responsibilities from time to time, as needed.

Pay Scale:
Our pay ranges are built to allow for candidates with various levels of skills and experience
to be considered, as well as to allow room for growth and tenure achieved in this role over
time. Typically, new-hire salary offers fall within the minimum to midpoint of a pay range
for many candidates. Any offer extended to a candidate will be based upon their unique set
of knowledge, skills, education, and experience, as well as internal equity.

Pay Range: $29.22 (min.) – $36.53 (mid.) – $43.83 (max)

ADA Compliance Statement:
In compliance with the Americans with Disabilities Act (ADA), ACCU stands ready to accommodate any
qualified employee with a disability who can perform the essential duties of their position, as long as
necessary accommodations for that employee’s disability don’t cause an undue burden to the credit
union.

If you wish to be considered for future employment with our team in a Bible-believing, faith-based work environment, we invite you to submit a resume or a completed employment application electronically or by fax, email or mail. America’s Christian Credit Union is proud to be an Equal Opportunity Employer.

Fax
You can fax your application to
(626) 208-5480

Mail
America’s Christian Credit Union
Attn: Human Resources
2100 E Route 66, Suite 100
P.O. Box 5100
Glendora, CA 91740