Portfolio Manager

Switchboard is seeking a Portfolio Manager on behalf of our client, Elevations Credit Union. In this role, you’ll manage the ongoing needs of existing commercial loans—renewals, annual reviews, documentation, financial updates, and member follow-up—to keep the portfolio accurate, compliant, and moving smoothly. If you’re organized, detail-oriented, and experienced in commercial lending or credit processes we want to hear from you.

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.
  
  

Requirements

• 4 years of experience in commercial lending, credit analysis, or related banking/credit roles (community bank or credit union experience preferred).
• Solid understanding of commercial loan documentation and underwriting fundamentals.
• Experience with commercial real estate and construction lending, including renewals and extensions.
• Strong organizational skills, attention to detail, and ability to manage multiple renewal/review deadlines.
• Comfortable contacting members to request documents and explain requirements; strong written and verbal communication skills.
• Proficiency with loan systems and willingness to adopt a new loan origination / management system
• Bachelor’s degree in Finance, Economics, Business Administration, or related field
  
  

Benefits

• Base salary range: $93,000 – $140,000 bonus
• Hybrid work schedule: 2-3 days per week at Elevations’ Broomfield Basecamp; occasional regional travel across Northern Colorado as needed.
• 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year