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Portfolio Officer Jobs (NOW HIRING)

Cathay Bank

AVP, Loan Portfolio Officer

Flushing, NY · On-site

$80K - $95K/yr

Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY AVP, Loan Portfolio Officer ("LPO") is responsible for maintaining and monitoring existing commercial loan ...

Citi

Credit Portfolio Officer, Vice President

Atlanta, GA · On-site

$107K - $160K/yr

The Credit Portfolio Officer is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the portfolio to identify credit migration in ...

CPB Group

ACL & Credit Portfolio Officer

Honolulu, HI · On-site

$72K - $102K/yr

Primarily responsible for leading activities in credit loss forecasting and allowance for credit losses (ACL), analyzing/reporting portfolio performance, monitoring for emerging credit risk, and ...

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Portfolio Officer information

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$21.5K

$97.2K

$181K

How much do portfolio officer jobs pay per year?

As of Sep 13, 2026, the average yearly pay for portfolio officer in the United States is $97,185.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $152,500.00 per year, depending on experience, location, and employer.

What is a portfolio officer?

Portfolio Officers are professionals responsible for managing and overseeing a collection of projects, investments, or assets within an organization. They monitor performance, assess risks, and ensure that the portfolio aligns with the organization's strategic objectives. Their duties often include reporting on portfolio progress, optimizing resource allocation, and supporting decision-making processes to maximize value and minimize risks. Portfolio Officers typically work in sectors such as finance, investment, or project management.

How does a portfolio officer typically collaborate with project managers and stakeholders to ensure successful project delivery?

A Portfolio Officer works closely with project managers and stakeholders by regularly reviewing project progress, aligning initiatives with organizational goals, and facilitating clear communication across teams. They often organize portfolio review meetings, help prioritize projects based on resource availability, and ensure that risks and dependencies are managed effectively. This collaborative approach not only keeps projects on track but also supports timely decision-making and optimal use of resources.

What are the key skills and qualifications needed to thrive as a portfolio officer, and why are they important?

To thrive as a Portfolio Officer, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or a related field. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA or PMP are often highly valued. Excellent communication, organizational skills, and attention to detail help you effectively manage multiple projects and engage stakeholders. These competencies are crucial for overseeing investments, ensuring risk management, and achieving organizational objectives.

What does a portfolio officer do?

A portfolio officer manages a collection of investments, projects, or client accounts to ensure they meet organizational goals. They analyze performance data, assess risks, and develop strategies to optimize the portfolio's value, often using financial or project management tools. Strong analytical skills and industry knowledge are essential for this role.
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Portfolio Officer jobs near you
Infographic showing various Portfolio Officer job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $97,185 per year, or $46.7 per hour.

AVP - Commercial Portfolio Officer

Orlando, FL • On-site

Fairwinds Credit Union
Finance and Insurance • 201 - 500 employees
Learn more about Fairwinds Credit Unionexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description


Financial Freedom Happens Here – and it starts with YOU.

At FAIRWINDS Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom, for our members and for you.

We're looking for an experienced Assistant Vice President, Commercial Portfolio Officer to play a key role in overseeing the health and performance of our commercial loan portfolio, supporting loan participation activities, and identifying emerging risks and opportunities.

In this role, you'll partner closely with Commercial Credit, Risk Management, Portfolio Management, and external financial institutions to help ensure sound portfolio administration, strong credit quality, and compliance with regulatory and organizational standards. If you enjoy analyzing complex credit relationships, monitoring portfolio performance, and building strong industry partnerships, we'd love to hear from you.

Your Role in Our Mission

  • Serve as the primary commercial credit resource for participation and syndication activities, including opportunity evaluation, due diligence, transaction analysis, partner coordination, and ongoing portfolio monitoring.
  • Analyze the financial condition, creditworthiness, and risk characteristics of originating and participating financial institutions.
  • Administer purchased and sold loan participations, including financial reporting review, covenant monitoring, servicing communication, and issue escalation.
  • Monitor portfolio performance and analyze trends related to concentrations, asset quality, risk migration, industry exposure, and maturity profiles.
  • Prepare portfolio reports, credit summaries, risk assessments, and recommendations for executive leadership and loan committees.
  • Support commercial portfolio risk oversight by monitoring criticized and classified relationships and escalating material concerns as needed.
  • Build and maintain strong relationships with participation partners, originating institutions, and other external stakeholders.
  • Identify emerging portfolio risks, trends, and control concerns and communicate findings to leadership.
  • Ensure compliance with Credit Union policies, loan participation requirements, and applicable regulatory guidance.

What Makes You a Great Fit

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.
  • 5+ years of experience in commercial lending, commercial credit, portfolio management, or a related financial services environment.
  • Strong commercial credit analysis and financial statement analysis skills.
  • Knowledge of accounting principles and financial reporting.
  • Experience with commercial real estate (CRE), commercial and industrial (C&I) lending, portfolio monitoring, or credit risk management preferred.
  • Experience with loan participations, syndications, or shared credit structures preferred.
  • Formal credit training is a plus.
  • Strong written and verbal communication skills with the ability to effectively collaborate across departments and with external partners.

A Culture of Care and Reward:
You give your best, and we give back with a comprehensive and meaningful rewards package:

  • Enjoy 11 paid holidays and generous paid time off to recharge and reset
  • Build your future with a 6% 401(k) match
  • Eligible for a $700 annual contribution to your Health Savings Account
  • Access our comprehensive maternity leave program to support growing families
  • Stay covered with medical, dental, vision, disability, and life insurance
  • Grow your career through leadership development, tuition assistance, and advancement opportunities
  • Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program
  • Thrive in a purpose-driven, people-first culture where your impact matters

This is more than your next job. It’s your next step in changing lives; starting with your own!

About FAIRWINDS Credit Union
At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members’ lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we’re nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes’ 2025 Best-in-State Credit Unions and one of Orlando Business Journal’s Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!

FAIRWINDS is an Equal Opportunity Employer.   

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