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Senior Portfolio Manager

2 months ago


San Jose, California, United States Western Alliance Bank Full time
About the Role

**Job Summary:**

We are seeking a highly skilled and experienced Portfolio Manager to join our Equity Fund Resources team at Western Alliance Bank. As a key member of our team, you will be responsible for analyzing, structuring, and underwriting commercial loans to ensure compliance with our lending policies and procedures.

Key Responsibilities:

  • Manage loans to ensure credit risks are responsibly monitored and identified.
  • Assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits.
  • Work closely with Relationship Managers to develop new and maintain existing client relationships.
  • Interface with clients to assess their credit needs and determine the best structure and items needed for analysis.
  • Coordinate processing of approved loans and ensure they are processed according to agreement, customer needs, and Bank lending policies.
  • Reinforce superior customer service through your own example and follow-through with involved customers and employees.
  • Handle various other underwriting, portfolio management, and upkeep tasks related to new loan requests and existing Relationship Managers' portfolios.

Requirements:

  • Bachelor's Degree from a 4-year college or university, preferably in Finance or Accounting.
  • Exceptional credit knowledge and underwriting skills in commercial lending.
  • Experience in dealing with Private Equity transactions is preferred.
  • Advanced experience, knowledge, and training in financial statement and tax return analysis.
  • Strong portfolio management skills allowing for timely identification of credit concerns.
  • Outstanding presentation, verbal, and written communication skills.
  • Ability to work well with others in a collaborative team environment.
  • Excellent ability to juggle multiple credit requests at once.
  • Self-starter, entrepreneurial attitude, and an upbeat positive outlook.

What We Offer:

  • Competitive salary range for new hires, with a salary amount determined by specific job location.
  • Annual bonus/incentives earned and restricted stock.
  • Comprehensive benefits package, including medical and dental insurance, time off, 401(k) matching program, tuition assistance program, employee volunteer program, and wellness program.