Switchboard Hiring · 2 months ago
Portfolio Manager
Denver, Colorado, United States
Full-time
Hybrid
Mid LevelSwitchboard is seeking a Portfolio Manager on behalf of Elevations Credit Union. In this role, you’ll manage the ongoing needs of existing commercial loans to keep the portfolio accurate, compliant, and moving smoothly.
Human Resources
Responsibilities
Prepare and manage renewals, extensions, and limited change-in-terms work for existing commercial loans
Conduct annual and periodic credit reviews (e.g., loans > $2M) and update risk ratings and review documentation
Collect, organize, and validate updated financial statements, tax returns, rent rolls, and other required documents from members; initiate member outreach as needed
Support construction loan administration and draw management; manage the renewals/extensions common to consumer construction loans
Perform post-close file review to confirm documentation aligns with approvals and loan closings
Maintain loan accuracy by managing ticklers, covenant items, renewal dates, and documentation deadlines
Prepare renewal/review package materials and change-in-terms documentation for lenders and underwriting; collaborate with lenders and credit analysts on required follow-up
Coordinate with underwriting, credit analysts, loan operations, and business operations to resolve documentation or compliance issues
Qualification
Required
Experience in commercial lending or credit processes
Organized and detail-oriented
Ability to manage renewals, extensions, and limited change-in-terms work for existing commercial loans
Experience conducting annual and periodic credit reviews and updating risk ratings
Ability to collect, organize, and validate updated financial statements, tax returns, rent rolls, and other required documents
Experience in supporting construction loan administration and draw management
Ability to perform post-close file review to confirm documentation aligns with approvals and loan closings
Experience in maintaining loan accuracy by managing ticklers, covenant items, renewal dates, and documentation deadlines
Ability to prepare renewal/review package materials and change-in-terms documentation for lenders and underwriting
Experience coordinating with underwriting, credit analysts, loan operations, and business operations to resolve documentation or compliance issues
Company
Switchboard Hiring
Switchboard Hiring gives growing teams the best of both worlds: the insider judgment of an internal talent leader with the reach and firepower of a top agency, all in one embedded senior recruiter.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase