AVP Portfolio Manager

1 month ago


Chicago, Illinois, United States Western Alliance Bancorporation Full time

Job Title:

AVP Portfolio Manager , Sponsor Finance

Location:

IL - Chicago LPO

What you'll do:

The Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. This position will assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. The Portfolio Manager is responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.

What we are looking for:

  • Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
  • Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
  • Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans withinthe Relationship Managersportfolio.
  • Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
  • Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

Qualifications:

  • Bachelor's Degree from a 4-year college or university degree, preferably in Finance or Accounting, and three (3) years of experience at a financial institution or an equivalent combination of education and experience.
  • Entry to intermediate understanding of credit including leveraged and high-risk C&I loans.
  • Entry to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.
  • Entry to intermediate knowledge of private equity funds, family offices and independent sponsors.
  • Entry to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
  • Entry to intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
  • Outstanding presentation, verbal, and written communication skills.
  • Self-starter, entrepreneurial attitude, and an upbeat positive outlook.

Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career

About the company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email or call When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email or call

  • Chicago, Illinois, United States Western Alliance Bank Full time

    Position Title: AVP of Asset-Based Lending Portfolio Management Location: Chicago, IL Role Overview: The Asset-Based Lending (ABL) division is in search of a skilled Portfolio Manager responsible for the comprehensive analysis, structuring, underwriting, and negotiation of new ABL credit facilities. This role entails managing a diverse portfolio within the...

  • Financial Analyst

    3 days ago


    Chicago, Illinois, United States Portfolio Verlag Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Portfolio Verlag. As a Portfolio Analyst, you will play a critical role in facilitating decisions and analysis of all types of credit information to support lending decisions and processes for the bank.Key ResponsibilitiesAnalyze financial information, tax returns, credit...


  • Chicago, Illinois, United States Brown & Brown Full time

    About the Role:We are seeking an experienced Management Liability Underwriter to join our team at Brown & Brown. As an AVP, you will play a key role in growing our wholesale-only, middle market Management Liability business in the US.Key Responsibilities:Underwrite a portfolio of primary and excess private company and non-profit management liability risks,...


  • Chicago, Illinois, United States Selby Jennings Full time

    A leading financial institution, managing over $100 billion in assets under management (AUM), is experiencing significant growth across its Treasury, Liquidity, and Asset Liability Management (ALM) teams. These teams are integral in projecting balance sheet performance under various interest rate environments, identifying potential risks, and recommending...


  • Chicago, Illinois, United States Brown & Brown Full time

    About the RoleWe are seeking an experienced AVP - Professional Liability Underwriter to join our US Financial Lines team at Brown & Brown. As a key member of our team, you will play a crucial role in growing a profitable book of wholesale-only, middle market Miscellaneous Professional Liability (and further PL expansion) business in the US.Key...


  • Chicago, Illinois, United States BMO US Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our team at BMO US. As a key member of our organization, you will be responsible for facilitating decision-making and analysis of credit information to support lending decisions and processes.Key ResponsibilitiesEstablish and maintain a client service environment that satisfies and...

  • AVP Pricing Actuary

    1 month ago


    Chicago, Illinois, United States Scor Full time

    Job DescriptionThe AVP, Pricing Actuary will be a key member of the US P&C Treaty pricing team supporting business written by the US Casualty Underwriting team. The job responsibilities include but are not limited to pricing US Casualty treaties, advising the local underwriting team on important pricing matters, identifying key drivers impacting the...

  • Portfolio Manager

    20 hours ago


    Chicago, Illinois, United States Russell Tobin Full time

    Job Summary:Russell Tobin is seeking a highly skilled Collateralized Debt Obligations Specialist to join our team. As a key member of our financial operations, you will be responsible for managing a diverse portfolio of collateralized debt obligations.Key Responsibilities:Trade Settlement: Settle bank loan trades and manage investments of excess cash as...


  • Chicago, Illinois, United States Ryan Specialty Full time

    About the RoleRyan Specialty is seeking a highly experienced and strategic Senior Portfolio Manager to lead our team of project managers and oversee our global project portfolio. As a key member of our organization, you will be responsible for driving project success, fostering collaboration, and ensuring transparency throughout the project lifecycle.Key...


  • Chicago, Illinois, United States Waterton Full time

    Job Summary:Waterton is seeking a highly experienced Portfolio Manager, Operations to oversee the management of our portfolio of properties. This is a critical role that requires a strong leader with a proven track record of success in property management.Key Responsibilities:Ensure that assigned portfolio is achieving operational objectives per the approved...


  • Chicago, Illinois, United States V-Square Full time

    Position: Associate Portfolio Manager - Multi-Asset Term: Full-timeLocation: ChicagoWHO WE AREWe are V-Square Quantitative Management (V-Square), a global asset manager with thematic and differentiated capabilities. A subsidiary of Chicago-based private equity firm Valor Equity Partners, we specialize in developing and managing innovative investment...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Position OverviewWintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets and listed on NASDAQ:WTFC. Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and the resources of a large banking institution while prioritizing service-oriented community banking for every client. With...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Job OverviewWintrust Financial is a prominent financial holding entity managing approximately $50 billion in assets and listed on NASDAQ:WTFC. Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and extensive resources of a large banking institution with a commitment to personalized community banking for every client. The...


  • Chicago, Illinois, United States Bank of Montreal Full time

    Job Summary:We are seeking a highly skilled Portfolio Banker Associate to join our team at Bank of Montreal. As a Portfolio Banker Associate, you will be responsible for providing exceptional customer service and portfolio management in lending services to existing and potential clients.Key Responsibilities:Provide a superior level of customer service to...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Job OverviewWintrust Financial is a prominent financial holding entity with around $50 billion in assets under management, publicly traded on NASDAQ:WTFC. Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and extensive resources typical of larger banks while maintaining a strong commitment to personalized community banking...


  • Chicago, Illinois, United States Clear Investment Group Full time

    Job Title: Regional Portfolio ManagerWe are seeking a seasoned professional to oversee the daily operations of our multifamily portfolios, driving revenue growth and maximizing occupancy. As a Regional Portfolio Manager, you will be responsible for leading a team of property managers, leasing agents, and maintenance crew members to ensure seamless property...


  • Chicago, Illinois, United States First Recruiting Full time

    Job SummaryFirst Recruiting is seeking a highly skilled Portfolio Director to join our Asset Management Group. As a key member of our team, you will be responsible for managing assets on behalf of our firm, monitoring existing holdings, generating new investment ideas, and devising and implementing investment strategies.Key ResponsibilitiesMonitor and...


  • Chicago, Illinois, United States Clear Investment Group Full time

    Job SummaryWe are seeking a seasoned professional to join our team as a Regional Portfolio Manager. This role will oversee the daily operations of our multifamily portfolios, units each, and drive strategies to maximize occupancy and revenue.Key ResponsibilitiesOversee the daily operations for a handful of multifamily portfolios, units eachMonitor property...


  • Chicago, Illinois, United States Monroe Capital Corporation Full time

    **Job Summary**Monroe Capital Corporation is seeking a highly skilled Portfolio Valuation Manager to join its Finance and Portfolio Valuation group. This role will be responsible for assisting the Director of Finance and Portfolio Valuation in leading the company's quarterly valuation processes, including oversight of third-party valuation firms and...


  • Chicago, Illinois, United States Mitchell Martin Inc Full time

    Our client, a member owned health insurance company, is seeking a EPMO - Portfolio Management ConsultantLocation: Chicago, ILPosition Type: ContractJob Responsibilities:This Position Is Responsible for Providing Executive Transparency And Analysis Into The Financial Health, Spend, And Strategic Alignment Of Sub-Portfolios; Ensuring Sub-Portfolios Are...