Back to search results

CREB Portfolio Mgmt Officer II

San Francisco, California;

Job Description:

CREB Portfolio Management Officer (PMO) is responsible for all post close credit approval activity including extensions, (with advisement from the Credit Officer and/or Underwriter).  In addition, the PMO is responsible for all monitoring and maintenance activities on an assigned portfolio including Risk Rating Scorecards, Annual Reviews, Individual Loan Reports (ILRs), Covenant Compliance, and data input and management.   A key job function is the monitoring of clients operating performance and financial condition to proactively identify issues and opportunities. A PMO also delivers financial, industry, economic, sponsor/guarantor and other analysis to facilitate decision making for the client coverage team, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. The PMO is an individual contributor who reports to the CREB Credit 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 the Regional PM Manager.

Functional Role Description:

  • Activities associated with the minor modification of existing credits (EMAF-based actions and Minor Modifications, as defined in the Approval Grid) and the extension of facilities which have qualified for defined extension options
  • Collateral analysis, and sponsor / guarantor analysis and review of related legal documents
  • Data entry, reporting and maintenance on the existing loan portfolios (Regulatory Toolkit, CreditCenter, CREEAS, CRELL, etc.)
  • Support client coverage team with financial, industry, or market analysis to facilitate decision making on select credits

Role Qualifications:

  • 2+ years’ experience within financial institution
  • Experience in financial analysis, structuring, underwriting and portfolio management
  • Strong communications (verbal and written)
  • Strong analytical/technical skills including financial accounting, modeling and loan structuring
  • BS/BA Degree required

PLEASE NOTE:  **This is a CREB PMO II role (team reserves the right to hire at the PMO I or PMO III 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: