Commercial Banking Portfolio Officer

Date: Jan 12, 2023

Location: Miami Lakes, FL, US, 33166

Company: Popular

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.


Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

Commercial Banking RE SFL

This position is responsible for the effective servicing of a designated commercial portfolio. The Commercial Banking Portfolio Officer provides day to day support to the Commercial Relationship Officers and Team Leaders in insuring that customers are effectively serviced, their inquiries responded to, and operational situations resolved promptly and efficiently.

Given the amount of time the lending team is in the field, this individual is critical to providing consistent quality service in accordance with bank goals to attain growth, reduce losses and increase profitability and customer satisfaction.

In this position, you will:


  • Research, investigate, and resolve customer discrepancies, complaints, and payments
  • Ensure customer's compliance with financial reporting and covenant requirements
  • Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc. and ensure respective databases are accurate and up to date with customer information
  • Assist the relationship officers with Client management, which includes doing spreads, managing the loan pipeline from approval to close, as well as managing the loan portfolio with renewals, maturity, annual, quarterly, and semi-annual financial reviews
  • Compile and analyze data and generate management reports with recommendations as needed
  • Responsible for managing the relationship with third party servicers
  • Arrange closings of renewals and restructures and book same on loan system
  • Coordinate with management and internal legal counsel to ensure that legal counsel is assigned to cases where representation is necessary

To be considered, you will need:


  • Bachelor's degree (B. A.) in Business Administration related field and/or 3 years’ experience managing commercial credit and non-credit products
  • Knowledge of relevant banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility. Keeps updated on changes to banking environment, bank competition, and customer’s business environment applicable to area of responsibility
  • Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc)
  • Familiarity with appraisals, environmental, site inspections, plan and cost review reports, global cash flow, and stress testing
  • Ability to work on multiple projects/tasks simultaneously, managing time and resources to ensure that work is completed accurately and efficiently within established time frame

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.


If you have a disability and need assistance with the application process, please contact us at This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide reasonable accommodations. Any other correspondence will not receive a response.


As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.




Popular is an Equal Opportunity Employer

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