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Newport Beach, California

Job Description:

Role Overview:

CREB Portfolio Management Officer (PMO) is responsible for all monitoring and maintenance activities on an assigned portfolio including risk rating scorecards, annual sponsor/guarantor financial reviews, covenant compliance, construction monitoring, interest reserve analysis, lease reviews, loan reporting, and site inspections.  Credit facilities include bridge, term, and construction loans for commercial real estate developers and investors.  A key job function is the monitoring of client’s operating performance and financial condition to proactively identify issues and opportunities.  The PMO is an individual contributor who reports to the CREB Regional Portfolio Manager and partners closely with Credit Officers and Underwriters.  The PMO is responsible to drive process simplification and improvement under the direction of management.

Functional Role Description:

  • Activities associated with the minor modification of existing credits and the extension of facilities which have qualified for defined extension options.
  • Collateral analysis, sponsor/guarantor financial analysis, and review of related legal documents
  • Data entry, reporting and maintenance of the existing loan portfolio.

Leadership Competencies:

  • Demonstrates strong business and financial acumen
  • Ensures self and others maintain a strong focus on client needs
  • Manages client relationships in a manner that makes it easier to do business with our company
  • Contributes to the delivery of practical, innovative solutions to customers/clients that meet their individual needs
  • Demonstrates and encourages collaboration, connection and teamwork within and beyond his/her team
  • Actively builds and sustains long-term relationships based on mutual trust
  • Is intellectually curious; constantly seeks to learn and advance his/her knowledge
  • Remain positive and focused during times of pressure, adversity, or change
  • Is resilient; quickly adjusts behaviors in order to be successful.
  • Communicates with impact, both in writing and speaking using clear, concise and simple language

Role Qualifications:

  • Credit trained and 5+ years of solid experience in financial analysis and portfolio management
  • Commercial Real Estate experience preferred
  • Strong communications (verbal and written)
  • Strong Analytical/technical skills including financial accounting
  • BS/BA Degree required

**This is a CREB PMO III role (team reserves the right to hire at the PMO I or PMO II level, depending on the chosen candidate’s experience)**


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
520 NEWPORT CENTER DR, CA, Newport Beach, 92660