Portfolio Manager
LendingClub
full-time
Posted on:
Location Type: Hybrid
Location: Lehi • Utah • United States
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About the role
- Manage and service a portfolio of commercial C&I and real estate loans
- Conduct borrower research and financial analysis; gather data, evaluate performance, and support risk assessments
- Create reports, charts, and dashboards to communicate portfolio insights and trends
- Analyze complex loans using financial statements, credit documents, and supporting materials
- Audit loan files and complete post-close reviews to ensure SBA and bank compliance
- Prepare documentation and support internal and external audits
- Evaluate cash flow, economic conditions, and industry factors to assess risk and forecast performance
- Respond to servicing inquiries and submit recommendations for servicing actions
- Execute loan payment collection efforts and follow up on delinquencies
- Lead or contribute to group projects; mentor junior analysts and provide guidance
- Support and execute loan workout strategies, including for non-performing assets
Requirements
- 5+ years of experience in commercial loan servicing, portfolio management, loan operations, or collections
- Strong financial analysis and cash flow modeling skills
- Experience with C&I and real estate loans; familiarity with SBA programs
- Working knowledge of loan documentation, compliance standards, and regulatory requirements
- Experience with loan workouts, restructurings, or special assets
- Strong understanding of legal processes related to non-performing loans and liquidation
- Proficient in financial systems and tools (e.g., bank platforms, PCFS, Loan Manager, SBA Portal, Excel)
Benefits
- medical, dental and vision plans for employees and their families
- 401(k) match
- health and wellness programs
- flexible time off policies for salaried employees
- up to 16 weeks paid parental leave and more
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysiscash flow modelingloan documentationcompliance standardsregulatory requirementsloan workoutsrestructuringsspecial assetslegal processesportfolio management
Soft Skills
mentoringguidancecommunicationteam collaborationproblem-solving