Sr. Advisor, CRE Portfolio Manager at First National Of Nebraska in Omaha

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Portfolio Manager, Commercial Real Estate plays a critical support role within FNBO's CRE team, working closely with Relationship Managers, Relationship Associates, Credit Administration, and Operations to ensure the ongoing health, accuracy, and compliance of the CRE loan portfolio. This role serves as a central point of coordination for Relationship Manager Support, Covenant Monitoring and Compliance, Collateral Oversight and Documentation, Operations Coordination and Reporting Integrity, nCino System Management and Data Integrity and Policy Compliance and Risk Management — enabling RMs to focus on client relationships and business development while maintaining a well-managed, audit-ready portfolio. The ideal candidate brings a strong foundation in commercial real estate lending, credit administration, or loan operations, combined with exceptional attention to detail, organizational discipline, and the ability to collaborate effectively across multiple internal teams. This individual is a proactive problem-solver who takes ownership of portfolio quality and serves as a reliable resource to the broader CRE group. About This Role: Relationship Manager Support · Serve as a dedicated resource to CRE Relationship Managers, providing portfolio administration support that enables them to focus on client development and deal execution. · Support Relationship Managers and Credit Analysts with the preparation and review of credit memos, including new requests, loan modifications and extensions, and annual review. . · Assist Relationship Managers and Relationship Associates in the management and review of draw requests and the disbursement of construction loan commitments. · Assist Relationship Managers and Relationship Associates as necessary in the loan closing process including the organization of due diligence material and review of loan documentation. · Proactively communicate portfolio status, open items, and upcoming deadlines to Relationship Managers to ensure nothing falls through the cracks. · Contribute to a collaborative, high-performing team environment by sharing knowledge, supporting colleagues, and continuously improving team processes. Covenant Monitoring and Compliance · Receive, review, and track all covenant reports across the CRE portfolio, including financial covenants, documentation requirements, and ongoing monitoring obligations. · Maintain a thorough working knowledge of covenant categories, reporting cadences, and compliance thresholds applicable to each loan type and borrower. · Work directly and regularly with Relationship Managers to scrub covenant reports, identify outstanding deficiencies, and drive timely resolution — with particular focus on past-due items exceeding established guidelines. · Escalate unresolved covenant exceptions to management with clear documentation of status, aging, and recommended next steps. · Maintain accurate and up-to-date covenant tracking records to support audit readiness and management reporting. Collateral Oversight and Documentation · Partner with Operations and Relationship Managers to monitor proper collateral filings across the CRE portfolio, ensuring all UCC filings, deeds of trust, mortgages, and other security instruments are current and accurately recorded. · Identify and resolve collateral documentation gaps or exceptions in a timely manner, coordinating with legal, Operations, and RMs as needed. · Track collateral expirations, renewals, and required re-filings to ensure continuous perfection of FNBO's security interests. · Maintain organized and complete collateral files in accordance with FNBO policy and regulatory requirements. Operations Coordination and Reporting Integrity · Interact directly with Operations to ensure proper reporting time frame