Commercial Loan Portfolio Coordinator

The Commercial Loan Portfolio Coordinator assists in the portfolio management of commercial loans, which may include Small Business Administration guaranteed loans, multi-family residential loans, and commercial real estate loans to current and potential credit union Members.

Under minimal supervision and at times in a remote setting, tracks and collects commercial loan documents and analyzes financial information of existing borrowers. Responds to inquiries from borrowers, and others, regarding the loan’s status, policies, procedures, and related issues, providing exceptional Member service. Adheres to policy and guidelines to underwrite the credit worthiness of portfolio loans. Requests required documents via mail, email, and phone and coordinates efforts to maintain completion times within stated guidelines. Tracks and records loan status through available electronic means. Monitors the Member Business Loan Portfolio for delinquency and changes in status and regularly reports to the Commercial Loan Committee.

Business Hours: Monday – Friday 8:00AM – 5:30PM*

*Based upon business needs, our positions may require working flexible hours.

This position is based in Anaheim Hills CA with the opportunity to work on a hybrid-remote schedule which consists of 2 days in-office and 3 days working remote from home.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, please submit your application today!