Portfolio Management Specialist

4 weeks ago


Novato, California, United States Bank of Marin Full time

Bank of Marin, a leading financial institution in the North Bay region, is seeking a seasoned Portfolio Management Specialist to join its Marin Commercial Banking Office in Novato.

The ideal candidate will be responsible for leading the underwriting and management of a portfolio of credits with varying complexity, while ensuring excellent customer service to retain clients and grow the loan and deposit base of existing relationships.

Key responsibilities will include:

  • Managing credit risk and developing strategies to mitigate potential losses
  • Providing exceptional customer service to clients and stakeholders
  • Collaborating with cross-functional teams to drive business growth and development
  • Training and mentoring junior staff to enhance their skills and knowledge

Requirements for the position include:

  • Bachelor's degree in a related field and a minimum of 7-10 years of relevant banking experience
  • Proven track record of success in portfolio management and credit risk analysis
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities

Bank of Marin offers a competitive salary range of $74,793 to $175,303, as well as a range of benefits and programs to support employee growth and development.

As an equal opportunity employer, Bank of Marin is committed to diversity and inclusion in the workplace.



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