Strategic Portfolio Growth Specialist

4 days ago


Irvine, California, United States Sunwest Bank Full time
Job Title: Senior Portfolio Manager

The role of the Senior Portfolio Manager at Sunwest Bank involves overseeing multiple client relationships, managing loan and deposit products, and cross-selling other bank services. This position requires active participation in preparing and maintaining new and existing loan relationships, adhering to bank policies and procedures.

Main Responsibilities:
  • Credit Management:
    • Maintain accurate records and monitor accounts for potential risks to ensure proper documentation.
    • Analyze financial reports and determine credit worthiness to recommend credit actions for approval.
    • Review requests for new loans and credit lines to assess their feasibility.
  • Client Relationship Management:
    • Maintain comprehensive knowledge of company underwriting and lending guidelines.
    • Communicate effectively with borrowers and their advisors to facilitate smooth loan transactions.
    • Ensure timely completion of loan transactions to meet customer expectations.
  • Regulatory Compliance:
    • Familiarize yourself with relevant regulations, including the Bank Secrecy Act and Anti-Money Laundering Act.
    • Stay updated on procedures to ensure compliance through regular training and education.
Required Qualifications:
  • A Bachelor's degree from a reputable four-year college or university.
  • At least 5 years of experience and/or training in a related field.
  • Demonstrate strong analytical skills and knowledge of accounting principles.
Compensation Package:

$120,000 - $180,000 per year, depending on qualifications and experience.



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