Portfolio Management Officer
3 weeks ago
We are seeking a highly skilled Portfolio Management Officer to join our Corporate Banking team at Bank of Hawaii. As a key member of our team, you will be responsible for managing a portfolio of clients and credit relationships, ensuring timely and accurate completion of administrative functions, and providing exceptional customer service.
Key Responsibilities- Manage a portfolio of clients and credit relationships, monitoring credit quality and ensuring compliance with Bank policies and procedures.
- Collaborate with the Corporate Banking Service Representative to ensure timely and accurate completion of administrative functions.
- Communicate directly with clients, agent banks, and other participating banks to obtain information and ensure smooth transaction processing.
- Prepare and review complex Credit Approval Memoranda (CAM) packages, ensuring accuracy and compliance with Bank policies.
- Facilitate documentation process with external attorneys and/or Bankoh Loan Center, ensuring timely delivery of documents to clients.
- Track and monitor updated financial information and compliance certificates, following up with clients and agent banks as necessary.
- Bachelor's degree from an accredited institution, preferably in business or a related field.
- Minimum 5 years of business experience, with 2-3 years of commercial credit or commercial lending experience.
- Strong analytical and problem-solving skills, with excellent writing, speaking, and presentation skills.
- Ability to work independently and as part of a team, with a collaborative and consultative approach.
- Proficiency in Microsoft applications and Bank software systems.
As a Bank of Hawaii employee, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional customer experiences. We offer competitive compensation and benefits, as well as opportunities for professional growth and development.
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Portfolio Manager
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