What are the responsibilities and job description for the Portfolio Manager position at Chicanos Por La Causa?
“Lead the strategy behind a high-performing loan portfolio while ensuring compliance, operational excellence, and long-term financial stability.”
Prestamos CDFI, a division of Chicanos Por La Causa, Inc. (CPLC), is committed to expanding economic opportunity by providing responsible lending solutions to underserved communities and small businesses. As one of the largest Hispanic Community Development Corporations in the United States, CPLC has empowered individuals and communities since 1967 through health & human services, housing, education, and economic development.
HOW WILL YOU MAKE AN IMPACT IN THIS ROLE?
You will oversee the servicing and ongoing performance of the loan portfolio, ensuring compliance, operational efficiency, and portfolio quality across all lending activities. This role is responsible for managing loan servicing operations, collections activities, portfolio monitoring, loan modifications, and risk management practices while ensuring adherence to federal and state regulations as well as Prestamos policies and procedures.
You will collaborate closely with Credit Analysts, Business Development Officers, and senior leadership to strengthen portfolio performance, improve operational processes, and support strategic lending initiatives. Additionally, you will oversee reporting functions, portfolio analyses, loan workouts, and compliance-related activities that support organizational objectives and responsible lending practices.
WHO YOU ARE?
You are a strategic and analytical professional with strong experience in loan servicing, portfolio management, compliance, and risk assessment. You possess excellent organizational and leadership skills, demonstrate sound judgment, and are comfortable managing multiple priorities in a fast-paced environment.
You are also someone who values accuracy, accountability, and collaboration while maintaining a strong commitment to regulatory compliance and operational excellence.
MINIMUM QUALIFICATIONS AND COMPETENCIES
Education / Background:
- Bachelor’s degree in Finance, Business Administration, Management, or a related field, or an equivalent combination of education and experience
- 2–5 years of experience in loan servicing, risk management, escrow processing, small business lending, collateral valuation, portfolio management, or related lending operations
- Minimum of 2 years of supervisory or management experience
- Strong understanding of loan servicing operations, collections procedures, and portfolio monitoring practices
- Knowledge of Fair Debt Collection practices and reporting requirements
- Working knowledge of SBA lending programs and New Market Tax Credit financing preferred
- Proficiency in Microsoft Office Suite, particularly Word and Excel, as well as Outlook and loan portfolio management systems
- Experience with auditing practices, compliance reviews, and risk mitigation processes preferred
What does CPLC offer YOU as a valued employee?
We recognize that our success is driven by talented professionals, which is why we provide a comprehensive and competitive benefits package designed to support you and your family. Benefits for full-time employees include:
- Generous Paid Holidays
- Paid Time Off & Paid Sick Days
- Medical, Dental, and Vision coverage for Spouse/Domestic Partner & Children up to age 26
- 401(k) Retirement Plan
- Employee Recognition Program
- Tuition Reimbursement for qualifying degrees
- Health Savings Account & Flexible Spending Account
- Free Preventative Services & Wellness Rewards
- Life and Disability Insurance options
- Employee Assistance Program
- Telemedicine & Concierge Services
- Pet Care and LifeMart Purchase Discounts
- Mileage & Cell Reimbursement for qualifying roles
- Identity Theft Protection & Voluntary Benefits
Join a mission-driven organization committed to strengthening communities and expanding economic opportunity through responsible lending and financial empowerment. Apply TODAY and become part of the CPLC family.
Chicanos Por La Causa, Inc. is an Equal Opportunity Employer.
CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster
California Residents: Chicanos Por La Causa, Inc and its subsidiaries will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. Find out more about the Fair Chance Act by visiting the Civil Right’s Department Fair Chance Act webpage.