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19w PTO

  • Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
  • Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
  • Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.

Financial Analysis Regulatory Compliance

20 jobs similar to Commercial Portfolio Manager 3

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US

  • Review and underwrite residential mortgage loan applications, including Conventional, Non-QM, and DSCR loan products.
  • Analyze borrower credit profiles, income, assets, employment history, and collateral to determine loan eligibility and risk exposure.
  • Ensure compliance with agency, investor, company, and regulatory guidelines while managing multiple loan files and deadlines.

Sutherland is a digital transformation company that focuses on delivering exceptional experiences for customers and employees. With over 37 years in business, the company is an early pioneer in robotic automation and employs AI-ML enhanced products and cloud-based platforms.

  • Lead and monitor the bank's CRA program to ensure ongoing regulatory compliance and performance.
  • Partner with leadership to evaluate community development investments and coordinate regulatory examinations.
  • Provide guidance and training to business units on lending compliance requirements and regulatory expectations.

Ocean Bank is a financial institution focused on community development and regulatory compliance. The bank values a collaborative culture and regulatory excellence, with a team that balances compliance with meaningful community impact.

United States

  • Manage a portfolio of strategic lending partnerships critical to Mercury's banking infrastructure and charter ambitions.
  • Lead partner selection, due diligence, onboarding, and contract negotiation while working closely with Legal, Compliance, Risk, Product, Engineering, and Finance.
  • Serve as internal expert on lending management systems, translating partner requirements into actionable internal plans and timelines.

Mercury builds financial tools for startups, focusing on creating simple and thoughtful dashboards. It is a fintech company with a substantial partner network and is scaling toward becoming a bank, valuing diversity and inclusion.

US

  • Supervise and mentor a team of underwriters, ensuring accurate evaluation and decisioning of reverse mortgage loans.
  • Collaborate with internal teams and external brokers to structure transactions and resolve escalations.
  • Maintain thorough knowledge of HECM and proprietary underwriting guidelines, staying current with changes.

Longbridge Financial is a leading provider of home equity solutions for seniors, helping older homeowners unlock the value of their homes. With an "Excellent" rating on Trustpilot and over a thousand testimonials, they've been named a Great Place to Work® three years in a row, fostering a culture that values growth and collaboration.

US

  • Own a pipeline of homeowner applications from intake through underwriting handoff.
  • Collect supplemental information and place orders with third-party vendors for required documentation.
  • Review documentation for completeness and accuracy, then compile the full application package for underwriting.

Hometap provides home equity investments that give homeowners debt-free cash in exchange for a share of their home's future value. The company has been recognized as a great place to work by the Boston Globe and Forbes, and fosters a collaborative and passionate culture.

US

  • Lead end-to-end implementation of new products impacting mortgage servicing operations.
  • Collaborate with stakeholders across Servicing, Compliance, Risk, IT, Training, and Operations.
  • Ensure projects are delivered on time, within scope, and in compliance with regulatory requirements.

We are a leading national provider of full-service mortgage loan subservicing, serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration with a team servicing over 1.8 million loans.

  • Drive the construction of reusable assets including an end-to-end commercial lending lifecycle blueprint and detailed workflow maps.
  • Map personas, systems, handoffs, data dependencies, and breakdown points across origination, fulfillment, closing, servicing, and portfolio management.
  • Deliver a golden deal library, validation rubric, and product readiness review to ensure AI performance and customer-facing credibility.

JazzX AI builds AI-native digital workers for complex, regulated enterprise workflows, starting with lending and due-diligence. Headquartered in Los Altos, CA, it is backed by SAIGroup, which has committed $1B to scale AI-powered enterprise software and employs 4,000+ people worldwide.

United States 4w PTO 12w maternity 6w paternity

  • Lead and directly manage a team of 6-10 closers, escrow officers, and processors, focusing on hiring, coaching, and career development.
  • Drive team performance by owning KPIs, monitoring pipeline health, and serving as the senior escalation point for file issues.
  • Ensure compliance with Federal and multi-state regulations (RESPA, TRID, CFPB) while improving processes and SOPs in partnership with Operations and Product.

Clever is a venture-backed real estate technology company revolutionizing how people buy, sell, and manage real estate. With over 3,800 reviews and a 4.9 TrustPilot rating, they have helped consumers save over $210 million and are building a culture of innovation and transparency.

US

  • Designs and implements compliance risk management strategies and governance structures.
  • Oversees internal controls, reporting, and regulatory compliance across the enterprise.
  • Manages a team of employees, providing direction, leadership, and performance management.

Fulton Bank is a financial services company focused on compliance and risk management. With a culture of continuous learning and inclusion, they employ a team dedicated to making a positive impact in local communities.

US

  • Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
  • Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
  • Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.

Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.

US 2000w PTO

  • Assess clients’ financial needs and educate them on loan products
  • Collaborate with verification teams to ensure seamless customer experience
  • Manage both inbound and outbound calls to meet monthly sales targets

Above Lending is a lending company that provides personal loan products to clients. The company is seeking highly motivated sales agents to join their dynamic team, with a focus on driving revenue growth and building strong client relationships.

US Unlimited PTO

  • Manage the full lifecycle of fintech strategic partnerships, including onboarding, monitoring, and offboarding.
  • Serve as liaison between external partners and internal teams, coordinating meetings and tracking deliverables.
  • Develop partnership metrics and reporting, communicating project timelines to stakeholders.

Lead is a fintech building banking infrastructure for embedded financial products and services, operating an FDIC-insured bank. With offices in Kansas City, San Francisco, Sunnyvale, and New York City, the company blends regulatory and technological expertise to help fintech partners scale with compliance and creativity.

Global 4w PTO

  • Ensure account service delivery meets customer expectations using customer service skills and software applications.
  • Analyze key information, determine appropriate actions, and handle issues in collaboration with underwriters and global teams.
  • Process underwriting transactions, policy issuance, endorsements, and correspond with brokers as needed.

Arch Capital Group is a Bermuda-based specialty insurer providing insurance, reinsurance and mortgage insurance worldwide. With a 20+-year track record of delivering results and a spot on the S&P 500, the company is committed to helping employees succeed through a collaborative and innovative culture.

US

  • Provide broad administrative and operational support across departments, including document preparation, proofreading, data entry, and reporting.
  • Manage shared inboxes and communication channels, triaging requests and directing them to appropriate teams or stakeholders.
  • Assist directors with travel arrangements, event registrations, calendar management, expense tracking, and special projects.

Our partner company operates in a fast-paced, highly collaborative engineering and consulting environment. They are seeking an Administrative Senior Associate to provide essential operational support within a fully remote team, emphasizing efficiency and adaptability.

UK 5w PTO

  • Provide compliance advisory support across UK regulatory requirements including mortgages, consumer credit, and savings products.
  • Undertake regulatory horizon scanning and advise senior stakeholders on FCA matters, ensuring good customer outcomes.
  • Support product governance, policy reviews, and compliance training materials across the bank.

Tandem is a UK digital challenger bank focused on sustainable banking and helping customers make better financial choices. With over 500 employees across the UK, it has been recognized as one of The Sunday Times Best Places to Work for 2024 and 2025 and a fast-growing tech company.

  • Prepare and review closing documents including Closing Disclosures, Notes, and Mortgages.
  • Collaborate with title companies and attorneys to ensure accurate and compliant closing packages.
  • Verify loan terms match final underwriting approval and coordinate fund disbursement.

Better is rebuilding home finance as an AI-native platform, turning a weeks-long process into seconds. With over $110B in loans funded and $1.2B+ raised, they operate at scale while rethinking homeownership from the ground up.

US

  • Serve as the primary point of contact for business banking clients, resolving service issues and guiding them through bank processes.
  • Manage client deposit and loan products, including account opening and customer retention efforts.
  • Collaborate with the sales team on portfolio management, including in-person sessions, and act as liaison with internal fraud teams.

KeyBank is a financial institution that provides banking and financial services. With over 200 years of history, the company employs a large workforce and fosters an inclusive culture with flexible work options.

Oregon 2w PTO

  • Manage full-cycle recruitment for 15-30 requisitions, including sourcing through passive, active, and referral channels.
  • Collaborate with hiring managers and People Business Partners to develop tailored recruitment strategies aligned with workforce planning.
  • Ensure a positive candidate experience by integrating DEI principles, using ATS, and analyzing recruitment metrics.

Peak Credit Union is a member-focused financial cooperative serving local communities. It offers competitive benefits and is committed to diversity, equity, and inclusion.

  • Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
  • Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
  • Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.

US 16w maternity 16w paternity

  • Own Vesta's internal interpretation of mortgage origination regulations and become the authoritative voice for regulatory and investor compliance.
  • Partner with the product team to advise on building software that enables lenders to originate loans compliantly.
  • Equip customer-facing teams with Vesta's point of view on regulatory and investor guideline compliance.

Vesta is rebuilding the mortgage loan origination system from the ground up using an AI-augmented platform to automate the lending process. They are a small team with $55M in funding from top-tier investors, valuing humility, empathy, and action.