Senior Portfolio Manager
2 days ago
The Senior Portfolio Manager will play a crucial role in the execution of credit facilities for new and existing customers in a broad range of industries. This includes the evaluation, structuring, and review of credit memos for proposed and existing credit facilities, generally in the amount of $5,000,000 to $25,000,000. The successful candidate will have a thorough knowledge of commercial lending in the Middle Market and/or Mid-Corporate space, acquired through a minimum of 10 years related experience. Leveraged cash flow lending experience is strongly preferred.
Key Responsibilities
- Responsible for the ongoing maintenance and monitoring of their assigned portfolio, as well as underwriting new transactions.
- Preparation or review of Pre-Screen reports of prospective borrowers and guarantors.
- Preparation of Credit Approval Reports for submission to Credit Administration, including loan summary, credit analysis of applicant, and applicable backup data.
- Deal presentation on loan approval committee meetings when required.
- Prepares other written reports as required as part of the loan relationship management.
- Manages the process, as required, to ensure timely loan closings.
- Manage and maintain assigned loan portfolio to ensure timely modification, extension, renewals, and annual reviews are completed as necessary.
- Develops and maintains good relationships with Division Head, Relationship Managers, Credit Analysts & customers.
- Maintains current knowledge of the Bank's loan policies and Risk Rating System.
- Provides assistance and training of junior loan officers within the department in coordination with the Portfolio Manager Team Lead.
Requirements
- BA/MBA in business, accounting, and/or finance, or equivalent experience.
- Thorough knowledge of commercial lending in the Middle Market and/or Mid-Corporate space, generally acquired through a minimum of 10 years related experience.
- Leveraged cash flow lending experience strongly preferred.
- Knowledge of all technical aspects of commercial loan underwriting, attention to details, superior time management and prioritization skills, proficient oral and written communication skills.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
CCPA Disclosure
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at Persons with disabilities may contact our Customer Contact Center toll-free at to request the information in this Notice in an alternative format.
-
Senior Portfolio Manager
3 weeks ago
Los Angeles, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at First Citizens Bank. As a key member of our Commercial Services department, you will be responsible for managing a portfolio of larger, more complex client relationships.Key ResponsibilitiesManage and maintain a portfolio of larger, more complex client...
-
Senior Portfolio Manager
2 days ago
Los Angeles, California, United States First Citizens Bank Full time**Job Summary**We are seeking a highly skilled Senior Portfolio Manager to join our team at First Citizens Bank. As a key member of our Commercial Services department, you will be responsible for managing a portfolio of larger, more complex client relationships.**Key Responsibilities**Analyze and monitor clients' financial and collateral performance by...
-
Senior Portfolio Manager
2 weeks ago
Los Angeles, California, United States SMBC Full timeAbout SMBC MANUBANKSMBC MANUBANK is a leading regional business bank serving middle market and professional service companies in California. Our mission is to establish long-term customer relationships and provide superior products and services through a core of highly skilled and seasoned bankers.Job SummaryThe Senior Portfolio Manager will play a crucial...
-
Senior Portfolio Manager
4 days ago
Los Angeles, California, United States First Citizens Bank Full timeJob Title: VP, Senior PortfolioOverviewThis is a hybrid role, with the expectation that time working will take place inside and outside of a company office. Opportunity to work for the industry leading portfolio department for a top 20 Bank, with advancement opportunities both in the department and other functional areas of Commercial Services at First...
-
Senior Portfolio Manager
3 days ago
Los Angeles, California, United States Sumitomo Mitsui Banking Corp Full timeAbout the RoleAs a Senior Portfolio Manager at Sumitomo Mitsui Banking Corp, you will play a crucial role in the execution of credit facilities for new and existing customers in a broad range of industries. Your expertise in commercial lending, particularly in the Middle Market and/or Mid-Corporate space, will be essential in evaluating, structuring, and...
-
Senior Portfolio Manager
3 weeks ago
Los Angeles, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at First Citizens Bank. As a key member of our commercial banking team, you will be responsible for managing and developing client relationships, identifying business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute strategies...
-
Portfolio Manager
2 days ago
Los Angeles, California, United States Cathay Bank Full timeJob SummaryCathay Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for maintaining and monitoring existing commercial loan portfolios, working closely with Senior Relationship Managers to identify and bring in new business opportunities.The ideal candidate will have a strong background in...
-
Portfolio Manager
3 weeks ago
Los Angeles, California, United States Irvine Technology Full timeJob Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at Irvine Technology Corporation. As a Portfolio Manager, you will be responsible for managing sub-portfolios and their corresponding ITEC subcommittees to promote operational excellence and business growth.Key Responsibilities:Supervise, coach, and mentor project...
-
Senior Real Estate Portfolio Manager
2 weeks ago
Los Angeles, California, United States Snap Inc. Full timeAbout the RoleAt Snap Inc., we're looking for a highly skilled and experienced Senior Real Estate Portfolio Manager to join our Workplace Experience (WX) Team. As a key member of our team, you will be responsible for managing our global real estate portfolio, leading our real estate strategy, and collaborating with cross-functional partners to drive business...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States Irvine Technology Full timePortfolio Manager Job DescriptionWe are seeking a highly skilled Portfolio Manager to join our team at Irvine Technology Corporation. As a Portfolio Manager, you will be responsible for managing sub-portfolios and their corresponding ITEC subcommittees to promote operational excellence and business growth.Key Responsibilities:Supervise and coach project...
-
Portfolio Manager
2 weeks ago
Los Angeles, California, United States Cathay Bank Full time{"Job Title: Portfolio Manager Job Summary: We are seeking a highly skilled Portfolio Manager to join our team at Cathay Bank. The successful candidate will be responsible for maintaining and monitoring existing commercial loan portfolio, working closely with Senior Relationship Managers to identify and bring in additional new business opportunities. Key...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States Cathay Bank Full time{"Job Title: Portfolio Manager Job Summary: We are seeking a highly skilled Portfolio Manager to join our team at Cathay Bank. The successful candidate will be responsible for maintaining and monitoring existing commercial loan portfolio, working closely with Senior Relationship Managers to identify and bring in additional new business opportunities. Key...
-
Portfolio Manager
3 days ago
Los Angeles, California, United States Cathay Bank Full timeJob Title: Portfolio ManagerCathay Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for maintaining and monitoring existing commercial loan portfolios, working closely with Senior Relationship Managers to identify and bring in new business opportunities.Key Responsibilities:Monitor and...
-
Senior Portfolio Manager
2 weeks ago
Los Angeles, California, United States First Citizens Bank Full timeJob SummaryThis is a hybrid role that requires working both in and out of the office. As a key member of the portfolio department at First Citizens Bank, you will have the opportunity to work with a top 20 bank and advance your career in the industry. Your primary responsibility will be to manage, maintain, and control a portfolio of larger, more complex...
-
Portfolio Manager
3 days ago
Los Angeles, California, United States Western Alliance Bank Full timeJoin Western Alliance Bank as a key member of our Corporate Finance team. As an Assistant Vice President, Portfolio Manager, you will play a critical role in identifying and underwriting syndicated and middle market Leveraged Loans. Your responsibilities will include investment research, industry research, building financial models for prospects, maintaining...
-
Senior Credit Risk Portfolio Officer
2 weeks ago
Los Angeles, California, United States City National Bank Full timeJob Title: Senior Credit Risk Portfolio OfficerCity National Bank is seeking a highly skilled Senior Credit Risk Portfolio Officer to join our team. As a key member of our risk management team, you will be responsible for monitoring and analyzing credit risk across our commercial and retail portfolios.Key Responsibilities:Conduct ongoing reviews to monitor...
-
Portfolio Manager
4 days ago
Los Angeles, California, United States JobRialto Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager to join our team at JobRialto. As a key member of our organization, you will be responsible for managing sub-portfolios and their corresponding ITEC subcommittees to ensure the successful execution of all programs and projects across Keck Medicine of USC.Key ResponsibilitiesManage sub-portfolios...
-
Portfolio Manager
2 days ago
Los Angeles, California, United States IDB Full timeJob DescriptionIDB 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 commercial loans, ensuring timely financial analysis and underwriting, and monitoring for indicators of stress or risk.Perform financial analysis and underwriting for renewals, annual reviews, and...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States Net2Source Full timeJob Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at Net2Source. As a Portfolio Manager, you will be responsible for managing sub-portfolios and their corresponding ITEC subcommittees for governance and execution of all programs and projects across Keck Medicine of USC.The successful candidate will have a strong...
-
Portfolio Manager
3 days ago
Los Angeles, California, United States IDB Full timeJob DescriptionAt IDB Bank, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for performing timely financial analysis and underwriting for renewals, annual reviews, and modifications. You will also be responsible for monitoring the portfolio for indicators of stress or risk, such as failed...
