Portfolio Manager
2 weeks ago
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a seasoned Portfolio Manager in San Francisco, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
**Essential Functions**:
Responsible for managing and servicing a portfolio of existing loan relationships.
Responsible for expanding and building relationships resulting in excellent customer satisfaction.
Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
Assists bankers with new and existing loan requests and other special projects.
Senior level may manage Analysts and Loan Specialists.
Other duties as assigned.
**Qualifications**:
Requires a bachelor's degree in Finance, Business or other related field and 8+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
Knowledge of banking products, services, policies, procedures and regulations.
Solid credit skills in underwriting, financial modeling, valuations and adherence to policy.
Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills.
Ability to meet deadlines.
Must have solid communications skills, both verbal and written.
**Benefits**:
Medical, Dental and Vision Insurance - START DAY ONE
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $102,000 - $176,000 depending on job-related factors such as level of experience.
-
Portfolio Manager
2 weeks ago
San Francisco, California, United States River City Bank Full timeUnder general supervision, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure comp Portfolio Manager, Manager, Portfolio, Credit Analyst, Compliance
-
Portfolio Manager
2 weeks ago
San Francisco, United States Gaetani Real Estate Full timeJOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties with...
-
Portfolio Manager
2 weeks ago
San Francisco, California, United States Gaetani Real Estate Full timeJOB TITLE:Portfolio ManagerDEPARTMENT:Property ManagementREPORTS TO:Director of Operations Company Background:Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties with a...
-
Portfolio Manager
2 weeks ago
San Francisco, United States Gaetani Real Estate Full timeJOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties...
-
Portfolio Manager
4 weeks ago
San Francisco, United States Gaetani Real Estate Full timeJOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties...
-
Portfolio Manager
3 days ago
San Francisco, United States Gaetani Real Estate Full timeJOB TITLE: Portfolio Manager DEPARTMENT: Property ManagementREPORTS TO: Director of OperationsCompany Background:Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties with a...
-
Portfolio Manager
1 month ago
San Francisco, United States Gaetani Real Estate Full timeJOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties...
-
Portfolio Manager
3 days ago
San Francisco, United States Gaetani Real Estate Full timeJOB TITLE: Portfolio Manager DEPARTMENT: Property ManagementREPORTS TO: Director of OperationsCompany Background:Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take the hassle and worry out of owning commercial and multi-unit residential properties with a...
-
Portfolio Manager
4 days ago
San Francisco, United States Statkraft Full time**Company Description** Title**: Portfolio Manager - Generalist **Location**:San Francisco, CA, **Why Statkraft?** Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable...
-
Commercial Portfolio Manager
23 hours ago
San Francisco, United States River City Bank Full timeUnder general supervision and in collaboration with relationship management team, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective c Portfolio Manager, Commercial, Relationship Manager, Portfolio, Manager, Client Relations, Business Services
-
Portfolio Manager Generalist
4 weeks ago
San Francisco, United States Statkraft Full timeJob Description Statkraft is the largest generator of renewable energy in Europe and an established participant within the various US environmental commodities markets. As part of the Origination department, the Origination team sources and manages a long-term portfolio of third-party renewable energy contracts and environmental commodities. This portfolio...
-
Portfolio Manager Generalist
4 weeks ago
San Francisco, California, United States Statkraft Full timeJob DescriptionStatkraft is the largest generator of renewable energy in Europe and an established participant within the various US environmental commodities markets. As part of the Origination department, the Origination team sources and manages a long-term portfolio of third-party renewable energy contracts and environmental commodities. This portfolio...
-
Portfolio Manager
4 weeks ago
San Francisco, United States Statkraft Full timeCompany DescriptionTitle: Portfolio Manager - Generalist Location: San Francisco, CA, Why Statkraft? Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of...
-
Portfolio Manager
4 weeks ago
San Francisco, United States Statkraft Full timeJob DescriptionJob DescriptionCompany DescriptionTitle: Portfolio Manager - GeneralistLocation: San Francisco, CA, Why Statkraft?Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we...
-
Associate Portfolio Manager
1 week ago
San Francisco, California, United States Insight Investment Full timeInsight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs.Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income,...
-
Portfolio Manager Generalist
5 days ago
San Francisco, United States Statkraft Full timeJob Description Statkraft is the largest generator of renewable energy in Europe and an established participant within the various US environmental commodities markets. As part of the Origination department, the Origination team sources and manages a long-term portfolio of third-party renewable energy contracts and environmental commodities. This portfolio...
-
Associate, Portfolio Implementation Management
1 month ago
San Francisco, United States Cambridge Associates LLC Full timeTHE OPPORTUNITY The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team’s mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and...
-
Manager, Sourcing Portfolio
1 month ago
San Francisco, California, United States Pacific Gas and Electric Company Full timeRequisition ID # Position SummaryYou will drive the client experience by leading your team in developing and leading effective strategic sourcing strategies for the corporate strategic sourcing category areas (including real estate, fleet, land, various consulting areas, finance, HR etc.), guide and lead team on effective category management and contract...
-
Manager, Sourcing Portfolio
4 weeks ago
San Francisco, United States Pacific Gas and Electric Company Full timeRequisition ID # 156837 Position Summary You will drive the client experience by leading your team in developing and leading effective strategic sourcing strategies for the corporate strategic sourcing category areas (including real estate, fleet, land, various consulting areas, finance, HR etc.), guide and lead team on effective category...
-
Portfolio Manager Tech and Life Sciences
1 week ago
San Francisco, United States Comerica Full time**Senior Portfolio Manager** Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains an in-depth understanding of commercial, economic and financial circumstances and how they impact the customers and prospective...