Loan Portfolio Manager
3 days ago
We are seeking a highly skilled Loan Portfolio Manager to join our team at Global Impact Investing Network. As a key member of our Impact Lending practice, you will be responsible for managing a significant portfolio of loans, providing technical assistance to borrowers, and ensuring the financial sustainability of our social enterprise partners.
Key Responsibilities- Manage a portfolio of loans, including post-closing process, risk assessment, and covenant compliance.
- Provide technical assistance to borrowers, including financial analysis, budgeting, and cash flow projections.
- Conduct site visits to borrowers, meet with senior leadership, and evaluate the effectiveness of our technical assistance programs.
- Collaborate with internal stakeholders, including the accounting team, finance team, and capacity building team, to ensure timely and accurate loan reporting and data collection.
- Identify and structure new loan origination opportunities within existing portfolio.
- 3+ years of experience in portfolio management, credit risk management, or a related field.
- Strong financial analysis skills, including the ability to spread and interpret financial statements and calculate key ratios.
- Excellent communication and interpersonal skills, with the ability to build trust with borrowers and hold them accountable for maintaining covenants and repayment.
- Prior experience underwriting loans for non-profits and/or small businesses.
- Knowledge of and strong interest in REDF's commitment to diversity, equity and inclusion, and bringing a DEI lens into the credit risk assessment process.
- A competitive salary range of $92,000 - $120,000, depending on location.
- A generous dollar-for-dollar retirement plan match up to 4% of your base compensation.
- Opportunities to learn continuously by building your skills and broadening your perspectives at conferences, workshops, and more.
- Flexible working schedules, support for big life events, and home office equipment for an ergonomic working space.
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Loan Portfolio Manager
2 weeks ago
San Francisco, California, United States Global Impact Investing Network Full timeJob DescriptionJob Title: Loan Portfolio ManagerJob Summary:We are seeking a highly skilled Loan Portfolio Manager to join our team. The successful candidate will be responsible for managing a significant portion of our growing loan portfolio, with a focus on actively managing loans from closing through repayment.Key Responsibilities:Conduct monthly or...
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Loan Portfolio Manager
4 days ago
San Francisco, California, United States Global Impact Investing Network Full timeJob DescriptionJob Title: Loan Portfolio ManagerJob Summary:We are seeking a highly skilled Loan Portfolio Manager to join our team at Global Impact Investing Network. The successful candidate will be responsible for managing a significant portion of our growing portfolio of loans, from closing through repayment. This includes asset management, standard and...
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Loan Portfolio Manager
3 days ago
San Francisco, California, United States Global Impact Investing Network Full timeJob SummaryThe Loan Portfolio Manager will be responsible for actively managing a significant portion of RIIF's growing portfolio of loans from closing through repayment. This role will involve a high level of engagement with RIIF borrowers, with a strong customer service focus.The successful candidate will have prior portfolio management experience with...
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Loan Portfolio Manager
2 weeks ago
San Francisco, California, United States Global Impact Investing Network Full timeJob Title: Loan Portfolio ManagerJoin our team as a Loan Portfolio Manager and contribute to the success of our portfolio management function. As a key member of our Impact Lending team, you will be responsible for actively managing a significant portion of our growing portfolio of loans from closing through repayment.Key Responsibilities:Collaborate with...
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Portfolio Manager
4 weeks ago
San Francisco, California, United States BankTalent HQ Full timeJob Title: Portfolio ManagerAt BankTalent HQ, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and...
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Portfolio Manager
2 weeks ago
San Francisco, California, United States BankTalent HQ Full timeJob Title: Portfolio ManagerAt BankTalent HQ, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.This role involves growing revenue by closing new business relationships and retaining and expanding existing...
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Portfolio Manager
2 weeks ago
San Francisco, California, United States California Bank & Trust Full timeJob Title: Portfolio ManagerCalifornia Bank & Trust is seeking a seasoned Portfolio Manager to join our team in San Francisco, CA.About the Role:This is a key member of the deal team responsible for successfully managing Commercial Banking relationships. The Portfolio Manager will be intimately involved in the entire deal process from origination to ongoing...
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Portfolio Manager
2 weeks ago
San Francisco, California, United States California Bank & Trust Full timeJob Title: Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at California Bank & Trust. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and make...
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Portfolio Manager
3 days ago
San Francisco, California, United States California Bank & Trust Full timeAt California Bank & Trust, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. This key member of the deal team will be responsible for successfully managing Commercial Banking relationships.This role involves growing revenue by closing new business relationships and retaining and expanding existing relationships with...
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Portfolio Manager
4 weeks ago
San Jose, California, United States Comerica Bank Full timeJob Title: Portfolio ManagerComerica Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms.Key Responsibilities:Retain and manage existing loan portfolio taking...
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SBA Portfolio Manager
2 weeks ago
San Gabriel, California, United States CTBC Bank Full timeJob Title: SBA Portfolio ManagerJob Summary:We are seeking an experienced SBA Portfolio Manager to join our team at CTBC Bank. The successful candidate will be responsible for monitoring and maintaining the standard loan portfolio processes, procedures, and practices in the assigned team.Key Responsibilities:Underwriting (60%):Analyze applicants' financial...
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SBA Portfolio Manager
1 month ago
San Gabriel, California, United States CTBC Bank Full timeJob Title: SBA Portfolio ManagerJob Summary:We are seeking an experienced SBA Portfolio Manager to join our team at CTBC Bank. The successful candidate will be responsible for monitoring and maintaining the standard loan portfolio processes, procedures, and practices in the assigned team.Key Responsibilities:Analyze and evaluate credit risks, portfolio...
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Senior Portfolio Manager
2 weeks ago
San Diego, California, United States Pacific Premier Bank Full timeJob Title: Credit ManagerAt Pacific Premier Bank, we are seeking a highly skilled Credit Manager to join our team. As a key member of our SBA/USDA division, you will be responsible for managing a team of Portfolio Managers and overseeing a limited loan portfolio.Key Responsibilities:Supervise and mentor a team of Portfolio Managers, ensuring they have the...
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SBA Portfolio Manager
1 week ago
San Gabriel, California, United States CTBC Bank Full timeJob SummaryWe are seeking a highly skilled SBA Portfolio Manager to join our team at CTBC Bank. As a key member of our commercial lending team, you will be responsible for managing a portfolio of SBA loans, analyzing credit risk, and developing strategies to minimize risk and maximize returns.Key ResponsibilitiesAnalyze and evaluate credit risk, interest...
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Senior Commercial Portfolio Manager
4 weeks ago
San Francisco, California, United States LendingClub Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Commercial Portfolio Manager to lead the independent credit risk management of the Equipment Finance (EF) portfolio at Lending Club, as well as oversight of credit extension in the Small Business Lending segment.Key ResponsibilitiesConduct periodic credit reviews on all credit exposures in the EF...
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Senior Investment Portfolio Manager
4 weeks ago
San Francisco, California, United States First Citizens Bank Full timeJob Title: Senior Investment Portfolio Manager, Community Development FinanceOverview:This is a hybrid role based in San Francisco, California, with the expectation that time working will regularly take place inside and outside of a company office.The Community Development Finance (CDF) team of First-Citizens Bank & Trust Company is responsible for executing...
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Credit Portfolio Manager
4 weeks ago
San Diego, California, United States Pacific Premier Bank Full timeJob Title: Credit Portfolio ManagerThe Credit Portfolio Manager will be responsible for overseeing a team of Portfolio Managers within the SBA Division, ensuring effective management of the staff to assess, manage, and limit the Bank's credit risk. This role requires in-depth knowledge of the SBA SOP 50 57 and the Servicing and Liquidation Lender Matrix.Key...
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Portfolio Manager
4 weeks ago
San Diego, California, United States Western Alliance Bank Full timeJob Title: Portfolio ManagerWestern Alliance Bank is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of PRM Credits and protecting the Bank's asset quality through quick and effective portfolio management.Key Responsibilities:Monitor and address Portfolio Risk Advisor alerts in...
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Portfolio Manager
2 weeks ago
San Francisco, California, United States Statkraft Energias Renovaveis SA Full timeJob Title: Portfolio ManagerStatkraft Energias Renovaveis SA is seeking a highly skilled Portfolio Manager to join our Origination team. As a key member of our team, you will be responsible for managing a portfolio of renewable energy contracts and environmental commodities.Key Responsibilities:Support the Origination team in sourcing and managing a...
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Portfolio Manager
2 weeks ago
San Francisco, California, United States BlackRock Services Full timeAbout this RoleBlackRock SMA Solutions is seeking a highly skilled Portfolio Manager to join our Portfolio Management team. As a Portfolio Manager, you will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies.Key...