Portfolio Mgr II-SAMG

UMB Bank • San Juan, PR • 16h ago

Remote

IA-REMOTE

Full time

R-9370

The Portfolio Manager II-SAMG is responsible for assisting Strategic Asset Management (SAM) lenders with closely monitoring collateral position and financial performance, including comparisons to budget/plans, as well as monitoring covenants.

How you will spend your time:

Assist with the write-ups of credit requests.

Keep loan documentation files updated as information is obtained.

Assist with engaging field exams and appraisals as needed.

Manage onboarding of new credit facilities to SAM.

Assist with updating Loan Ranking Worksheets.

Assist with the clearing of tickler exceptions.

Upload documents into Capital Stream.

Assist SAM Lenders in the creation of spreadsheets and other reports.

Maintain strong professional relationship(s) with originating loan officers and staff associated with the credits.

Work with other UMB groups as required & needed (i.e. Bankcard, Treasury, Capital Corp, Operations, etc.).

Attend loan committee meetings as needed.

Assigned to manage smaller deals with assistance from Loan Officer and / or Manager.

Assist with the preparations of impairment analysis.

Other duties as assigned.

We are excited to talk with you if:

4-year business-related college degree with at least 6 hours of accounting and/or relevant experience

2+ Years of commercial banking experience including credit underwriting.

Demonstrates comprehension and application of strong financial analysis skills.

Demonstrates ability to be a self-starter and show initiative.

Demonstrates strong level of understanding of credit underwriting.

Demonstrates ability to interpret policies / procedures, loan contracts, and understanding of credit reports, financial statements, and loan documents.

Demonstrates proficiency in Microsoft Word, Excel, Windows, FIS, Net Image and Capital Stream

Demonstrates ability to work with diverse teams that encompass all levels of associates from various areas of the Bank, by phone and in person.

Demonstrates strong written & verbal communication skills, including difficult conversations with distressed borrowers.

Demonstrates knowledge of commercial lending transaction documentation, including legal documentation, collateral perfection, legal and regulatory requirements, and policy exceptions.

Bonus Points if you have:

1+ Years of cash flow and asset-based lending experience, identification or risk and satisfactory underwriting of same.

This position was posted on 09/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$67,869 - $99,836

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

LI-CH1

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

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