Senior Portfolio Manager

Golden 1 Credit Union

Senior Portfolio Manager overseeing complex relationships within Commercial Portfolio Management. Conducting financial research and underwriting for commercial loans and portfolios.

Posted 7/27/2026full-timeRemote • California • 🇺🇸 United StatesSenior💰 $124,700 - $127,000 per yearWebsite

About the role

Key responsibilities & impact

Participate with the Commercial Lender in meetings with the client or prospects.
Interviews applicants to obtain sufficient information concerning their specific projects, financial needs, and goals to make acceptable risk determinations for existing portfolio.
Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be reviewed for risk migration in a timely manner.
Monitors ongoing risk of the exposure, including periodic reviews of the borrower and related entities.
Works closely with credit administrators, credit Analysts, Loan Processers, and other staff to assure high level of quality was previously completed in each credit application.
Ensures current risk assessment of each credit facility is accurate and escalates credits for which they have identified increased risk.
Maintain tickler, tracking, monitoring, and reporting systems such as pending loan and collateral documentation, ongoing operational and financial documentation, completion status of annual loan reviews, and covenant tracking and reporting.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values.
Provide fundamental and technical advice to members of the management team regarding recommendations to favorably position the Credit Union.
Maintain knowledge in all applicable laws, regulations, policies, and economic influences and keep senior management informed of any changes.
Review call report schedules and other regulatory reporting.
Compile and present information action reports to senior management as required.
Performs other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Economics, or a quantitative field preferred.
A minimum of five years or more experience in commercial portfolio management for financial institution and broad financial analytics in the banking and financial services industry.
Advanced knowledge of the Credit Union’s business procedures and objectives; excellent demonstrated analytical, communications, organizational, and decision-making skills.
A mastery of oral and written communications skills. Ability to think and implement strategically.
Broad and deep understanding of data and methods of data management and analysis.
Strong understanding of compliance requirements, enterprise risk management and a broad and detailed understanding of the financial services industry.
Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization.
Strong business acumen and financial management skills.
Ability to take conceptual information and/or emerging trends and write management-ready, professional reports.
Solid understanding of technology and its utilization as a competitive enabler in financial services.
Strong inter-personal skills.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Golden 1 Credit Union Website LinkedIn All Job Openings 1001 - 5000 employees Founded 1933 🏦 Banking 💸 Finance Banking
Finance Golden 1 Credit Union is a member-owned credit union headquartered in Sacramento, California. It provides retail and business banking and a wide range of consumer financial services, including multiple checking and savings options, term certificates and IRAs, mortgages and home equity products, auto and personal loans, credit cards, investing and wealth services, and insurance and protection options. The credit union emphasizes online and mobile banking tools, member rewards and cashback programs, financial education, community grants and scholarships, and partnerships (for example with the Golden 1 Center/Sacramento Kings). Senior Portfolio Manager 🔥 1 hour ago 🏄 California – Remote 💵 $124.7k - $127k / year ⏰ Full Time 🟠 Senior 👔 Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Participate with the Commercial Lender in meetings with the client or prospects.
Interviews applicants to obtain sufficient information concerning their specific projects, financial needs, and goals to make acceptable risk determinations for existing portfolio.
Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be reviewed for risk migration in a timely manner.
Monitors ongoing risk of the exposure, including periodic reviews of the borrower and related entities.
Works closely with credit administrators, credit Analysts, Loan Processers, and other staff to assure high level of quality was previously completed in each credit application.
Ensures current risk assessment of each credit facility is accurate and escalates credits for which they have identified increased risk.
Maintain tickler, tracking, monitoring, and reporting systems such as pending loan and collateral documentation, ongoing operational and financial documentation, completion status of annual loan reviews, and covenant tracking and reporting.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values.
Provide fundamental and technical advice to members of the management team regarding recommendations to favorably position the Credit Union.
Maintain knowledge in all applicable laws, regulations, policies, and economic influences and keep senior management informed of any changes.
Review call report schedules and other regulatory reporting.
Compile and present information action reports to senior management as required.
Performs other duties as assigned. 🎯 Requirements
Bachelor’s degree in Accounting, Finance, Economics, or a quantitative field preferred.
A minimum of five years or more experience in commercial portfolio management for financial institution and broad financial analytics in the banking and financial services industry.
Advanced knowledge of the Credit Union’s business procedures and objectives; excellent demonstrated analytical, communications, organizational, and decision-making skills.
A mastery of oral and written communications skills. Ability to think and implement strategically.
Broad and deep understanding of data and methods of data management and analysis.
Strong understanding of compliance requirements, enterprise risk management and a broad and detailed understanding of the financial services industry.
Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization.
Strong business acumen and financial management skills.
Ability to take conceptual information and/or emerging trends and write management-ready, professional reports.
Solid understanding of technology and its utilization as a competitive enabler in financial services.
Strong inter-personal skills. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Branch Manager 🔥 1 hour ago Panorama Mortgage Group 201 - 500 💸 Finance 🏠 Real Estate Website LinkedIn All Job Openings Branch Manager responsible for managing team and mortgage production at Panorama Mortgage Group. Ensuring compliance and financial responsibility while leading recruitment and training efforts. 🇺🇸 United States – Remote 💵 $40k - $60k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager Monitoring & Incident Management Manager 🔥 1 hour ago Latitude IT Solutions | SDVOSB 11 - 50 🤝 B2B 💼 Consulting 🏛️ Government Website LinkedIn All Job Openings Monitoring & Incident Management Manager overseeing observability and incident response for VA health IT platform. Leading platform monitoring design and incident command in high-pressure environments. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 👔 Manager Social Advertising Manager 🔥 1 hour ago Dayforce 5001 - 10000 👥 HR Tech ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Social Advertising Manager responsible for executing and managing paid marketing campaigns across social media platforms for USA Today Co. and LocaliQ. Ensuring success through performance analysis, stakeholder communication, and exceptional customer service. 🇺🇸 United States – Remote 💵 $60k - $80k / year 💰 $1G Post-IPO Debt - Dayforce on 2024-03 ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager Social Advertising Manager 🔥 1 hour ago Dayforce 5001 - 10000 👥 HR Tech ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Social Advertising Manager responsible for managing paid media campaigns for USA Today Co. Ensuring campaign success through execution, analysis, and stakeholder communication. 🇺🇸 United States – Remote 💵 $60k - $80k / year 💰 $1G Post-IPO Debt - Dayforce on 2024-03 ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager Corporate Development Manager 🔥 1 hour ago Rubix Data Centers 51 - 200 🏗️ Construction 🏠 Real Estate ⚡ Energy Website LinkedIn All Job Openings Manager, Corporate Development at Rubix supporting land acquisitions through financial modeling and business case preparation. Collaborating across functions to ensure successful deal execution. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager View More Manager Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs