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Portfolio Manager II

Independent Financial

This is a Full-time position in Boulder, CO posted October 12, 2021.

The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews are completed in a timely manner; (5) seek ways to enhance customer profitability by continuously looking for cross-sell opportunities; 6) replace runoff and amortization in the portfolio by selling deeper into the book of business and 7) continuously seek referral opportunities from current customers and centers of influence.


Portfolio Management

  • Manages moderately large relationships (credits, deposits, and fee based products/services) that require  more complex analysis

  • Performs or initiates account/loan maintenance as required

  • Acts as liaison for customer inquiries, issues account instructions; redirects questions and requests as necessary if issues relate to other departments

  • Ensures accuracy of information, data, and documentation for all portfolio accounts

  • Actively participates in customer meetings to further the relationship and expand business opportunities

Credit Management

  • For new and renewing loan requests, determines borrower credit-worthiness in accordance with credit policy and manages the request through the appropriate underwriting and closing processes

  • Ensures that loan transactions are properly documented 

  • Conducts continuous review and administration of loans

  • Manages enterprise risk for products and services, including depository services and Treasury Management  products

  • Reports credit risk issues  in a timely manner

Business Development

  • Proactively reviews existing relationships for product penetration and calls on opportunities (loans, deposits, fees and non-credit products and services); issue proposals as appropriate

  • Identifies and refers business opportunities to internal product partners and other target market business lines

  • Increasingly seeks out referrals from existing customers and COI’s


Education Requirements

  • Bachelor’s Degree

Minimum Experience

  • Minimum of 3 years of experience in commercial lending as a credit analyst, underwriting specialist, portfolio manager, or relationship manager with exposure to complex customers such as C&I and/ CRE transactions

Knowledge/ Skills/ Abilities

  • Solid knowledge of financial lending regulations

  • Strong knowledge of credit philosophy and policies as well as loan documentation

  • Strong verbal, written, and interpersonal skills, as well as analytic and problem solving skills

  • Intermediate knowledge of Microsoft Word, Excel, PowerPoint, Access, and Outlook (e.g. create templates, complete mail merges, insert and edit charts, create basic formulas, create queries)

Job Details:


In accordance with Colorado law: Colorado pay for this position is anticipated to be between $69,600.00 – $111,400.00 annually, actual offers to be determined based on applicant’s skills, experience and education.