Investment Portfolio Specialist

2 weeks ago

Los Angeles, California, United States IDB Full time
Company Overview

For over seven decades, IDB Bank has dedicated itself to being the premier banking institution for our clients by prioritizing their needs. Our success is fundamentally attributed to our exceptional team. At IDB, you will collaborate with some of the industry's most skilled professionals who embody a strong spirit of teamwork and a commitment to delivering outstanding service, even in the smallest details. We provide a comprehensive benefits package that includes generous paid time off and immediate participation in our medical coverage and 401(k) plan. Our commitment to diversity and inclusion ensures that all team members have equal opportunities to thrive and contribute meaningfully in a respectful and welcoming work environment.

Position Overview
  • Conduct timely financial assessments and underwriting for renewals, annual evaluations, and modifications (extensions, waivers, amendments, etc.) by effectively balancing IDBNY's credit policies with an understanding of the desired risk profile.
  • Proactively oversee the portfolio for signs of stress or risk, such as covenant breaches, declining financial trends, payment interruptions, and collateral depreciation.
  • Keep Relationship Managers (RMs) updated on any credit or portfolio risk issues.
  • Identify and communicate cross-sell, referral, and credit expansion opportunities to RMs.
  • Ensure the timely collection of financial statements, rent rolls, and other required reports to facilitate the completion of End of Month (EOM) reports necessary for portfolio management.
  • Assist RMs in delivering exceptional client service in line with the bank's high standards, including direct interactions with clients and prospects as generated by the RM.
  • Stay well-informed on all client matters to mitigate risk.
  • Complete the annual review of credits.
  • Maintain full compliance on all client matters.
  • Achieve individual goals and contribute to team objectives.
  • Foster positive working relationships with all segments and individual bank partners.
  • Complete all required training in a timely manner.
  • Act as a true brand ambassador for the bank.
  • Engage in client interactions as needed by RM.

Qualifications
  • Strong credit and organizational skills, along with a solid understanding of commercial real estate credit facilities (bridge loans, term loans, construction loans, lines of credit, and other commercial mortgage types) with loan sizes ranging from $5MM to $50MM.
  • A minimum of 2 to 5 years of experience in commercial loan portfolio management/underwriting or a related field is required.
  • Ability to work collaboratively as part of the Middle Office team alongside Direct Manager, Account Officers, and Group Manager.
  • Willingness to undertake special projects as they arise.
  • Familiarity with bank reports, systems, and processes is preferred.
  • Strong verbal and written communication skills are essential.
  • Ability to thrive in a collaborative environment while meeting tight deadlines.
  • A Bachelor's degree in a related field is required.
  • Experience in Commercial Real Estate underwriting is advantageous.
  • Experience in C&I underwriting and monitoring is a plus.
  • Experience in Seniors Housing underwriting and monitoring is also beneficial.

Compensation

The anticipated annual salary for this role ranges from $90,000 to $110,000 at the commencement of employment. Salary offers are determined on an individual basis, considering factors such as skills and experience. In addition to base salary, our total rewards package includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness programs, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

IDB Bank is committed to providing reasonable accommodations to employees to enable them to perform the essential functions of their positions, except where doing so would result in undue hardship to the Bank. Employees with known mental or physical disabilities, pregnant individuals, victims of domestic violence, and those with religious observance obligations may request accommodations. The Bank will engage in a good faith dialogue regarding accommodation needs and potential solutions.

Disclaimer

The above statements are intended to describe the general nature and level of work performed by individuals in this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required. All personnel may be required to perform duties outside of their normal responsibilities as needed.

All information will be kept confidential according to EEO guidelines.

IDB Bank provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, or any other legally protected category in accordance with applicable laws. Nothing in this site constitutes a promise or offer of employment.

IDB Bank provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, or any other legally protected category in accordance with applicable laws. Nothing in this site constitutes a promise or offer of employment.

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