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Portfolio Manager

1 month ago

Los Angeles, California, United States IDB Full time
Job Description

At 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 covenants, downward financial statement trends, payment schedule interruptions, and collateral devaluation.

Key Responsibilities:
  • Perform timely financial analysis and underwriting for renewals, annual reviews, and modifications.
  • Monitor the portfolio for indicators of stress or risk.
  • Keep RMs informed of any issues with credit or portfolio risk.
  • Identify and inform RM of cross-sell, referral, and credit expansion opportunities.
  • Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements.
  • Support RMs in providing top client service in-line with the bank's expected high standards.
  • Remain well-informed on all client matters to minimize risk.
  • Complete the annual review of credits.
  • Remain fully compliant on all client matters.
  • Achieve all individual goals and contribute to all team goals.
  • Develop positive working relationships with all segments and individual bank partners.
  • Complete all required training timely.
  • Conduct oneself as a true brand ambassador for the bank.
Qualifications:
  • Strong credit and organizational skills.
  • Solid understanding of commercial real estate credit facilities.
  • Minimum experience of 2-5 years in commercial loan portfolio management/underwriting or another relevant area.
  • Ability to work as part of the Middle Office team.
  • Willingness to take on special projects as they arise.
  • Strong communication skills (verbal and written).
  • Ability to work in a collaborative environment and while meeting tight deadlines.
  • Bachelor's degree in a related field.
Compensation:

The expected annual salary for this position is between $90,000 and $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Equal Employment Opportunity:

IDB Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment, or any other legally protected category in accordance with applicable federal, state, and local law.