Community Association Banking Portfolio Manager
3 weeks ago
Overview:
This position manages the Community Association Banking (CAB) loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, that borrowers maintain compliance with loan covenants, compose load modifications as needed as well as work with credit to monitor on-going credit quality. Responsible for the the sound structuring of new and existing CAB loans, loan modifications, and other agreements.
Responsibilities:- Research - Maintains a strong knowledge of banking services, as well as knowledge of the CAB industry and markets served. Conducts and documents fundamental and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts.
- Portfolio Management - Reviews and monitors the credit quality of both existing and new CAB loan opportunities. Works with credit analysts to ensure proper underwriting and may perform underwriting functions as needed. Reviews and approves CAB loan draw requests and assigns new loans to CAB Loan Assistants. Works with Regional Account Executives (RAEs), Sales Assistants, Analysts, the Underwriting Manager and Loan Assistants to coordinate the due diligence process including the review of reserve study reports, third-party prepared financial statements, third party vendor contracts, special assessment reconciliation reports and property site inspections.
- Loan Structuring and Documentation - Holds "pre-construction" conference calls for loans over a pre-determined amount with new borrowers and their PMC's before each loan closing to review the anticipated funding process. Assists in the reviewing of legal agreements and works with outside council and other internal business partners to ensure that legal documents are prepared correctly.
- Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management. Seeks and acts on referrals from client companies and makes referrals to other business groups such as Private Banking, Wealth Management, Treasury Management and Retail, when possible. Collaborates with internal business partners to ensure compliance with CAB Lending policies and practices and regulatory statutes at the relationship level.
- Reporting - Monitors and tracks the financial conditions of client borrowers and prepares and presents status reports to senior management on a regular basis. This includes the regular reassessment of risk ratings, and the documentation of changes in credit risk ratings when appropriate. Completes and reports on monthly SAG analysis for all watch list/adversely graded credits. Monitors/updates monthly DQ and Construction Funding Reports.
Bachelor's Degree and 2 years of banking experience OR High School Diploma or GED and 6 years of banking experience
Preferred Qualifications: HOA Industry experience
-
VP I, Portfolio Manager, CDF Investments
2 weeks ago
Phoenix, United States First Citizens Bancshares, Inc. Full timeThe Community Development Finance (CDF) team of First-Citizens Bank & Trust Company (the Bank), is responsible for executing the Banks Community Reinvestment Act (CRA) and Community Benefits Plan (CBP) strategies through the origination and mana Portfolio Manager, Investment, VP, Portfolio, Manager, Operations, Banking
-
Phoenix, United States Western Alliance Bancorporation Full timeThis position will handle all aspects of portfolio management for the Banks Small Business and Consumer loan portfolio, and will assist, mentor, and train other employees on appropriate servicing responsibilities. The incumbent will perform all port Management, Portfolio, Vice President, Assistant, President, Monitoring, Banking
-
Relationship Manager Business Banking Phoenix
4 weeks ago
Phoenix, United States Comerica Full time**Relationship Manager, Business Banking** The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $5MM and $30MM. **What we can offer you** - Comerica Funded Retirement Plan and...
-
Sr Portfolio Manager
3 days ago
Phoenix, United States NewRez LLC Full timeAlso doing business as Shellpoint Mortgage Servicing 1100 Virginia Drive, Suite 125 Fort Washington PA 19034 Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services. Sr Portfolio Manager (On-site) page is loaded Sr Portfolio Manager (On-site) Apply locations TX,...
-
HOA Banking Operations Manager
4 days ago
Phoenix, United States Umpqua Bank Corp Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 6,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...
-
Program Portfolio Manager
2 weeks ago
Phoenix, United States eTeam Full timeTitle: Portfolio Transformation Manager Location: Remote Duration: 06+ Months Pay Rate: $65-$74/hr Must have: Portfolio management exp Process assessment Gap analysis Transition exp Description: We seek a skilled Portfolio Management Process Manager to join our team on a contractual basis. The ideal candidate will have expertise in process assessment and...
-
Banking Liquidity Professional
2 days ago
Phoenix, United States Veear Projects Full time**Job Overview**: **Responsibilities**: - Manage liquidity risk by monitoring and analyzing the bank's cash flow positions - Develop strategies to optimize the bank's liquidity position.Building relationships with clients based on trust and respect. - Conduct financial analysis to assess liquidity needs and make recommendations - Maintain relationships with...
-
Phoenix, United States Spectrum Association Management, Inc. Full timeARE YOU INTERESTED IN LEARNING A NEW INDUSTRY AND SKILL SET? (No previous industry experience required)We are looking for positive and motivated professionals who would like to make a complete career change into property and HOA community management. We do not require prior HOA experience as we have our own education company that will provide you with an...
-
Phoenix, United States APS Full time**Date**:May 29, 2024 **Location**: PHOENIX, AZ, US, 85004-3903 **Company**:APS Our present and future success depends on the creative and dedicated people of our company who demonstrate the principles outlined in the APS Promise: Design for Tomorrow, Empower Each Other and Succeed Together. **Summary**: **Leader Portfolio Management | Strategic...
-
Director, Commercial Banking
3 days ago
Phoenix, United States BOK Financial Full timeReq ID: 74865 Location: Scottsdale -SCOTT Areas of Interest: Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 05/15/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
-
Wine and Spirits Portfolio Manager
3 days ago
Phoenix, United States Maverick Beverage Company Full time**SUMMARY** A Portfolio Manager is the primary contact with our suppliers and takes the point on managing all of their business in the wholesale channel. They are directly responsible for curating the portfolio, managing pricing, margins, inventory, education, goal setting and execution. **Essential Functions (This list may not include all duties as...
-
Banking Liquidity Professional
6 days ago
Phoenix, United States Veear Projects Full time**Overview**: **Responsibilities**: - Manage liquidity risk by monitoring and analyzing cash flow positions. Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more. Produce high-quality, accurate portfolio review presentations. - Develop strategies to optimize liquidity and funding sources. Building relationships with...
-
System Manager Community Investments
4 days ago
Phoenix, United States Common Spirit Full timeOverview CommonSpirit Health, one of the nation's largest health care provider systems, is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the...
-
Commercial Banker
1 month ago
Phoenix, United States Alerus Financial Full timePosition Summary:This position is responsible to manage and grow a large, potentially complex portfolio of middle market business in the Arizona region with focus on clients with annual revenues of $20 million to $150 million.Essential Responsibilities:Develop and manage relationships with new and existing, large, complex commercial relationships, which may...
-
Director, Asset Management
1 month ago
Phoenix, United States NEXmetro Communities Full timeWe are seeking a highly skilled and experienced Director, Asset Management – Portfolio Strategy to oversee a diverse portfolio of properties, including lease-up and stabilized to protect and enhance the value of NexMetro’s portfolio of real estate properties to ultimately achieve or improve the targeted returns for NexMetro’s investors. The successful...
-
Hoa Property Management- Community Manager:
1 week ago
Phoenix, United States SpectrumAM Full time**ARE YOU INTERESTED IN LEARNING A NEW INDUSTRY AND SKILL SET? (No previous industry experience required)** We are looking for positive and motivated professionals who would like to make a complete career change into property and HOA community management. **We do not require** prior HOA experience as we have our own education company that will provide you...
-
Preferred Banking Advisor
4 days ago
Phoenix, Arizona, United States Western Alliance Bank Full timeJob Title:Preferred Banking AdvisorLocation:CityScapeWhat you'll do:As a Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle for clients. You will exemplify the department's "sales, service, operations" philosophy through client interactions. You will respond to and resolve client requests and...
-
Commercial Banker
1 week ago
Phoenix, United States Alerus Full timePosition Summary: This position is responsible to manage and grow a large, potentially complex portfolio of middle market business in the Arizona region with focus on clients with annual revenues of $20 million to $150 million. Essential Responsibilities:Develop and manage relationships with new and existing, large, complex commercial relationships, which...
-
Commercial Banker
1 month ago
Phoenix, United States Alerus Full timePosition Summary: This position is responsible to manage and grow a large, potentially complex portfolio of middle market business in the Arizona region with focus on clients with annual revenues of $20 million to $150 million. Essential Responsibilities:Develop and manage relationships with new and existing, large, complex commercial relationships, which...
-
Portfolio Assistant
6 days ago
Phoenix, United States Kidder Matthews Full timeThe Portfolio Assistant assists the Manager(s) in the day-to-day management of all aspects of operations for the assigned portfolio, in accordance with the goals and objectives of the individual Clients. Depending upon the composition of the Asset Services Team, the Portfolio Assistant may perform some of the duties of the Administrative...