Sign upLog in

Portfolio Banker

Jobot

Fullerton, CA

Apply
JOB DETAILS
SALARY
$130,000–$155,000 Per Year
SKILLS
Accounting, Alliance/Partner Management, Analysis Skills, Asset Management, Bank Management, Bridge Building, Cash Flow, Commercial Real Estate, Communication Skills, Credit Risk, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Due Diligence, English Language, Establish Priorities, Finance, Financial Analysis, Financial Reporting, Interpersonal Skills, Investment Management, Leadership, Legal, Loan Review, Loan Structuring, Loans, Market Trend Analysis, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Multitasking, Organizational Skills, Post Closing, Presentation/Verbal Skills, Problem Solving Skills, Relationship Management, Rental Listings, Return on Investment (ROI), Risk Analysis, Time Management, Underwriting, Writing Skills
LOCATION
Fullerton, CA
POSTED
Today
Portfolio Banker needed for well-established California bank that has been in operation for over 100 years

This Jobot Job is hosted by: Joseph Calabrese
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $130,000 - $155,000 per year

A bit about us:

We are a well-established California bank that has been in operation for over 100 years

Why join us?
  • Strong benefits (M,D,V, and 401k)
  • Profit sharing contribution
  • Annual Bonus


Job Details

Job Summary

The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements, credit information, and supporting due diligence to assess the risk and return of financing opportunities.

The position requires experience in investor real estate underwriting and asset management, including preparation of credit memoranda and annual loan reviews. The Portfolio Banker supports the underwriting and structuring of complex loan products—such as bridge and construction loans—through analysis of rent rolls, borrower and property financials, cash flows, and valuations.

This role collaborates closely with clients, Relationship Managers, Credit Administration, and senior leadership to support credit approval and risk decisions. Post‑closing responsibilities include monitoring financial reporting, covenant compliance, loan performance, and relevant market and property trends.

Knowledge, Skills and Abilities

  • Sound judgment and market awareness.
  • Strong time‑management and organizational skills, with the ability to prioritize and manage multiple tasks.
  • Proficiency in Microsoft Office, particularly Excel and Word.
  • Clear and effective written and verbal communication skills in English.
  • Strong analytical and mathematical skills.
  • High level of attention to detail and accuracy.
  • Effective telephone and interpersonal communication skills.
  • Strong customer service orientation.
  • Demonstrated critical thinking and problem‑solving abilities.
  • Ability to work independently as well as collaboratively.
  • Ability to multitask and adapt in a fast‑paced environment.
  • Willingness and ability to actively listen and learn.
  • Ability to communicate persuasively when discussing products or services.
  • Ability to communicate respectfully and professionally with supervisors and colleagues.
  • Demonstrated ability and willingness to collaborate in a team‑oriented environment and contribute to shared goals.
  • Equipment Operated

Education and Experience

  • Bachelor’s degree required; degree in Business, Accounting, Finance, or a related discipline preferred.
  • Minimum 5–10 years of experience in a related field, with a strong emphasis on Commercial Real Estate underwriting and asset management, customer service, and credit portfolio management.


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com

Resume Resources

Free Resume TemplatesFree Resume Builder