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Portfolio Manager

3 months ago

Pasadena, United States Unavailable Full time

IntroductionSince 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

OverviewWe are seeking a Portfolio Manager

ResponsibilitiesAssist the Relationship Managers in a) organizing, managing and overseeing the loan portfolio and related banking business, b) supervising Credit Analysts, and c) assessing the ongoing credit risk and quality

Primary day-to-day contact to respond to requests and questions from existing clients

Work closely with underwriting colleagues (including other Portfolio Managers and Credit Analysts) in the Santa Clara office (where other members of the Private Equity group work)

Prepare credit memorandums for senior management,

with comprehensiveanalysis,

for prospective and existing clients

May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits

Request and in conjunction with RM, a) review loan documentation for consistency with credit approval, and b) oversee the Credit Analysts in the loan booking process.

Monitor loan repayment activities and financial condition of borrowing clients and in conjunction with RM take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.

May assume overall responsibility for the credit quality of the loan portfolio

May work with syndicate banks (together with the Relationship Manager) on larger transactions

May work with regulators and internal auditors to supply informational needs on client reviews

Manage the renewal process by working with the Relationship Manager, the client, and Credit

Working in conjunction with Credit Analysts, a) oversee the collection of loan portfolio reporting and compliance with facility covenants, and b) work with Loan Operations to ensure that the reporting is accurately reflected on the Bank’s systems

Work with Relationship Managers to identify potential opportunities for cross sell of other non-lending banking products

Perform other duties and special projects as needed

NOTE: All functions will be in coordination with other team members, and esp. underwriting colleagues, unless specifically stated otherwise

Qualifications

Bachelor’s degree or concentration in Accounting, Finance or Business Administration

Ideally 4-7 years of banking experience, including at least two years of credit portfolio management experience and credit training

Strong writing and communication skills are critical

Working knowledge of private equity and the major components of investment vehicles Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)

Assertive and self-motivated with the ability to manage multiple projects and tasks simultaneously

Must be a strong team player

Flexible

#LI-AT1

Compensation

The base pay range for this position is USD $75,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. #J-18808-Ljbffr