Perform daily monitoring of credit breaches including collateral shortfall and limit excesses and follow up with Front Office for timely rectification. Track and escalate outstanding credit breaches in accordance with established escalation protocols and timelines. Maintain accurate records of approved exceptions ensuring timely reviews, renewals and closure of expired approvals. Prepare and issue margin calls, demand letters and adhoc client correspondences. Monitor post drawdown conditions, ensuring ongoing compliance and timely escalation of overdue items. Support the preparation of management information reports and portfolio monitoring reports. Process and validate portfolio transfers, redemptions and collateral release requests. Perform maker/checker responsibilities for credit related data maintenance in relevant systems, ensuring data accuracy and integrity. Support process reviews, audit requests, regulatory examinations and control testing activities. Maintain procedural documentation and contribute to process enhancement initiatives. Liaise with Front Office, Credit Risk, Operations and other stakeholders to facilitate timely issue resolution and risk mitigation. Ensure adherence to internal policies, regulatory requirements and operational control standards.
Responsibilities
Perform daily monitoring of credit breaches including collateral shortfall and limit excesses and follow up with Front Office for timely rectification
Track and escalate outstanding credit breaches in accordance with established escalation protocols and timelines
Maintain accurate records of approved exceptions ensuring timely reviews, renewals and closure of expired approvals
Prepare and issue margin calls, demand letters and adhoc client correspondences
Monitor post drawdown conditions, ensuring ongoing compliance and timely escalation of overdue items
Requirements
Bachelor’s degree in Banking and Finance
Bachelor’s degree in Business
Nice to have: Private Banking
F
Senior Portfolio Manager
Farmers and Merchants Bank of Long Beach · Posted Nov 11, 2026
Manage, train, mentor, and coach Portfolio Bankers and Portfolio Specialists within the region.
Monitor individual and team performance and provide ongoing training, coaching, and support as needed.
Participate in the recruitment, interviewing, and hiring of high-quality lending professionals.
Direct and manage the region's underwriting pipeline and workflow to ensure credit requests are processed efficiently, completed in a timely manner, and all deadlines are met.
Review and approve underwriting analyses, credit recommendations, modification requests, and extension requests prior to submission to Credit Administration.
Requirements
Bachelor’s Degree or equivalent work experience
Nice to have: Prior management/supervisory experience
The Credit Monitoring Manager provides daily system credit monitoring and management reports, identifying delinquent accounts, and ensuring corrective action in line with credit policy and BNR regulations.
Responsibilities
Provide daily system credit monitoring and management reports
Identify delinquent accounts with irregularities and proactively follow up to ensure corrective action
Ensure review of the entire portfolio with emphasis on arrears, excess on limits, expired limits, and restructured loans
Develop and implement strategies to upgrade accounts under the watch category to normal
Provide Slippages review reports and ensure mitigation of loan portfolio deterioration
Requirements
Bachelor’s degree in Business/finance/accounting/Management
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Responsibilities
Support the underwriting and ongoing management of transactions
Credit monitoring analyst in the wholesale lending services team, monitoring borrower compliance with credit agreement terms across an assigned portfolio.
Compensation
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Responsibilities
Set up borrower reporting requirements and financial covenant terms from newly executed credit agreements
Translate legal and structural terms into operational monitoring requirements
Conduct periodic reviews and continuous monitoring of financial covenants and collateral requirements
Determine whether covenant requirements are met and identify potential breaches
Interpret complex credit agreements and supporting legal documents
Requirements
Bachelor’s degree in business, accounting, finance, or a related field
Assist the team responsible for Portfolio Management functions supporting the Project Finance Business Lines (Energy, Infrastructure, Metals & Mining).
Responsibilities
Assist in preparation of annual credit reviews (including financial analysis and rating proposal)
Process technical consents for transactions, including obtaining all required internal credit approvals
Handle various aspects of credit monitoring and reporting
Assist in preparing quarterly watch-list and provision reviews and presenting the same in local and global meetings
Record covenants in the internal tracking system and resolve past dues
Lead and manage the Credit Management function across multiple operational locations, ensuring efficient execution of credit limit calculations, monitoring, and risk mitigation.
Responsibilities
Translate process requirements, SLAs and KPIs into operational targets and team objectives
Manage capacity, workload allocation and prioritization across operational teams
Oversee credit risk management performance and handle escalations related to credit limit breaches
Coordinate cross‑functional collaboration for credit decision‑making and risk mitigation
Implement process design, procedures and controls defined by global owners
Requirements
University degree in Finance, Accounting, Business Administration, Economics, or related field
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