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Senior Portfolio Manager
2 months ago
The hiring range for this opportunity is $100,000 to $148,500 annually along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY
Responsible for the growth and retention of assigned portfolio clients and collaborating with Commercial Lending Regional Manager to deepen and retain portfolio relationships. Through the cross selling of the bank's products, services and forward-looking business planning to develop robust relationship service plans. Additional responsibilities will include the facilitation of comprehensive analysis that evaluates credit facilities in assigned portfolio to general income and maximize ROA.
MAJOR RESPONSIBILITIES:
• Primary contact for assigned Commercial or Business complex relationships across the banks' footprint, to proactively retain and expand through regular contact.
• Provide underwriting for annual reviews, renewals, and new relationships brought into the Bank.
• Monitors the relationships' profitability, retention and growth, responding timely to portfolio balance changes up to and including financial ticklers and covenant management.
• Maintain a complex loan portfolio, minimizing risk and maintaining delinquencies and weak loans according to Bank policy.
• Recommends and models appropriate loan structure for expanding relationships.
• Ensures all documentation necessary for completion of loan package is acquired.
• Coordinates with appropriate business partner, CLRM or Relationship Manager to identify customers for expansion and retention opportunities, focusing on value-added expertise.
• Conducts quarterly, semi-annual or annual business reviews, working closely with business partners, Branch Manager or Relationship Manager for historical financial reports, industry outlook resources and bench marking data for current and future financial solutions.
• Actively participates in research, preparation and understanding customer relationship and changes in the industry.
• Assists relationship officers in attaining assigned sales goals.
• Understands the Bank's products and services and support Tri Counties' strong Service with Solutions culture.
• Proactively identifies referral opportunities and introduces other business lines.
• Assists with the training of new and existing Credit Analysts
• May perform duties associated with co-managing commercial customer relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the customer relationship.
Other responsibilities, experience and related skills:
• Strong business acumen and ability to fully analyze and underwrite all types of loans.
• Superior understanding and analysis of financial statements, collateral, DSCR and covenant compliance.
• Review of credit risk rating and borrower/guarantor analysis.
• Ability to assess changes, clearly identify offsetting mitigates and summarize recommendations.
• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
Education and Competencies Preferred:
• Bachelor's Degree in Accounting, Finance or Business Administration
• Financial analysis experience and credit training
• 8 years of related experience required within financial industry
• Must have experience working with mid-market customers.
• Exceptional communication and analytical skills
• Effective presentation skills to C-Suite executives and organizations.
• Experience with financial analysis programs and discounted cash flow models
• Good interpersonal skills, team oriented, and strong customer service skills
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with assets of nearly $10 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions® for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.
Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.
Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.
Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
