Portfolio Manager

If you love a role where precision, compliance, and strategy all come together, this is your stage!

Join Prestamos CDFI, a division of Chicanos Por La Causa - one of the largest Hispanic Community Development Corporations in the U.S. Since 1969, we’ve been committed to empowering individuals through economic development, housing, education, and human services.

As a Portfolio Manager, you protect the integrity of our loan portfolio while supporting small businesses and community impact. This is where your analytical mind, leadership skills, and compliance expertise come to life.

HOW WILL YOU MAKE AN IMPACT IN THIS ROLE? You will oversee the ongoing servicing and health of our loan portfolio, ensuring accuracy, compliance, and efficiency in all processes. Your leadership will guide a team responsible for loan processing, documentation, closing tasks, monitoring, and servicing.

In this role, you will:

Lead loan servicing staff, including collections, ensuring high-quality work and strong internal controls.

Monitor portfolio performance, update risk ratings, and manage problem loans and workouts.

Oversee loan modifications, liquidations, collateral documentation, and compliance with Prestamos Credit Policy.

Analyze and optimize internal systems to mitigate risk and strengthen processes.

Prepare and present portfolio reports to senior management, Loan Committee, and external auditors.

Conduct quarterly allowance assessments and contribute to board reports.

Direct due diligence, portfolio reviews, and risk mitigation strategies.

Manage loan loss reconciliation in collaboration with Accounting.

Generate and lead monthly Portfolio Quality Reviews with senior leadership.

Maintain strong working relationships with BDOs, credit analysts, auditors, and internal departments.

Stay current with industry trends, best practices, and regulatory updates.

Your work ensures our loans not only meet compliance standards - but continue to help entrepreneurs grow.

WHO YOU ARE? You are detail-driven, results-oriented, and thrive in environments where accuracy and accountability matter. You bring strong analytical skills, sound judgment, and experience managing both people and processes.

You’re also someone who:

Works independently but collaborates easily with cross-functional teams.

Communicates clearly in writing and verbally — even when explaining complex analytical data.

Understands auditing practices and compliance standards.

Is comfortable making decisions, prioritizing tasks, and moving quickly with accuracy.

Takes feedback well and strives for continuous improvement.

MINIMUM QUALIFICATIONS AND COMPETENCIES Education & Background Bachelor’s degree in finance, management, business administration, or related field OR equivalent experience.

2–5 years of experience in loan servicing, risk management, escrow processing, small business lending, collateral valuation, or portfolio management.

Minimum of 2 years of management/supervisory experience.

Strong understanding of collections procedures, Fair Debt Collection practices, and reporting guidelines.

Working knowledge of SBA lending programs and NMTC preferred.

Technical Skills Proficiency in MS Office, especially Excel and Word.

Experience with Outlook and loan portfolio management systems.

WHAT DOES CPLC OFFER YOU AS A VALUED EMPLOYEE?
We recognize that our success is driven by great talent—and that’s why we offer a comprehensive, competitive suite of benefits for you and your family:

• Generous Paid Holiday  Employee Recognition Program  Paid Time Off & Paid Sick Days  Free Preventative Services & Wellness Rewards   Medical, Dental, and Vision for Spouse/Domestic Partner & Children up to age 26  Health Savings Account & Flexible Spending Account  Life + Disability options  Employee Assistance Program  Telemedicine & Concierge Services  401(k) Retirement Plan  Pet Care, Life Mart Purchase Discounts  Tuition Reimbursement for qualifying degrees Mileage & Cell Reimbursement for qualifying roles  Identity Theft Protection& Voluntary Benefits 

Chicanos Por La Causa, Inc. is an Equal Opportunity Employer.

CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster

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