Portfolio Manager

1 week ago

San Jose, California, United States Comerica Bank Full time
Job Title: Portfolio Manager

Comerica Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms.

Key Responsibilities:
  • Retain and manage existing loan portfolio taking ownership of all reviews and renewals for existing credit customers.
  • Formulate an opinion of whether such relationships continue to be an acceptable risk.
  • Decide loan terms and conditions if within own credit limits or makes recommendations to appropriate authority.
  • Develop and maintain direct relationships with customers including a calling/contact effort with target of minimum in person contact of 2x per year.
  • Provide oversight and guidance to credit support in underwriting for renewals and reviews.
  • Work with counsel to negotiate loan documentation.
  • Assist Corporate Finance on CMA led syndications.
  • Provide qualitative input for RECAP creation.
  • Works in conjunction with manager to prepare for and present at loan committees and credit quality reviews as applicable.
  • Coordinate with Loan Closers to facilitate closing of renewals or amendments.
  • Adheres to Risk Management policies and guidelines, i.e. regulatory compliance, portfolio and credit quality, and portfolio management.
  • Assists with monitoring existing loans to ensure compliance with terms of loan agreement and recommends corrective action on variances.
  • Identify & resolve operational and credit issues with loans held in portfolio.
  • Manage all non-loan credit and product risk products for existing clients, incl. treasury (ACH, Business deposit capture, etc.,) approvals and documentation.
  • Management of ad hoc and regulatory reporting within existing portfolio (both internal and external requests).
  • Monitor, track, and assist in the collection of past due loan payments, exceptions, overdrafts, and maturing loans.
  • Provide day-to-day servicing of portfolio including credit risk monitoring.
  • Conducts interviews to develop information concerning the nature of the customer's business, financing or other needs.
  • As appropriate, may provide informal team leadership responsibilities in support of the GM.
Requirements:
  • Bachelor's degree from an accredited university.
  • Completion of a formal credit training program.
  • 5 years of commercial underwriting, credit and/or lending experience or 7 years of experience in Lending or Credit.
Work Environment:

Comerica Bank is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Benefits:

Comerica is proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses.

  • Technical Portfolio Manager

    1 month ago

    San Jose, California, United States GEICO Full time

    Job SummaryGEICO is seeking a highly skilled Senior Product Operations Manager to lead and manage large-scale technical portfolios of products. This role will be responsible for partnering with Product Management, Technology, and Design to ensure proactive engagement across stakeholders and managing ongoing integration points.Key ResponsibilitiesDevelop and...

  • Regional Portfolio Manager

    2 weeks ago

    San Jose, California, United States Charities Housing Full time

    Job SummaryCharities Housing is seeking a highly skilled Regional Portfolio Manager to oversee the operations of a set of properties within our portfolio. As a key member of our team, you will be responsible for ensuring strong fiscal performance, solid regulatory compliance, and maintaining the physical integrity of each property.Key ResponsibilitiesManage...

  • Portfolio Associate

    3 weeks ago

    San Jose, California, United States Kase USA Full time

    Portfolio Program AssociateKase USA is seeking a highly skilled Portfolio Program Associate to support our portfolio of entrepreneurs. This is an exciting opportunity to work with a top-tier Corporate Venture Capital fund in Silicon Valley.Key ResponsibilitiesDevelop a deep understanding of startups in our portfolio, including their core competencies,...

  • Senior Portfolio Manager

    4 weeks ago

    San Jose, California, United States Western Alliance Bank Full time

    About the RoleThe Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the closing of Commercial Loans for the Equity Fund Resources team in compliance with the Bank's lending policies and procedures.Key ResponsibilitiesManage loans to ensure credit risks are responsibly monitored and identified.Assist in...

  • Financial Analysis Manager

    4 weeks ago

    San Jose, California, United States Micron Memory Malaysia Sdn Bhd Full time

    About the RoleWe are seeking a highly skilled Financial Analysis Manager to join our team at Micron Memory Malaysia Sdn Bhd. As a key member of our finance team, you will play a critical role in supporting the business unit with financial leadership and control in evaluating and executing long-term business strategies.Key ResponsibilitiesFinancial...

  • Portfolio Development Associate

    4 weeks ago

    San Jose, California, United States KASE Full time

    About the RoleWe are seeking a highly skilled Portfolio Development Associate to join our team at KASE. As a key member of our investment team, you will play a critical role in supporting our portfolio companies and identifying strategic partnership opportunities.Key ResponsibilitiesDevelop in-depth knowledge of our portfolio companies, including their core...

  • Portfolio Development Associate

    4 weeks ago

    San Jose, California, United States Kase USA Full time

    About Kase USAKase USA is a leading Corporate Venture Capital fund in Silicon Valley, recognized for its industry expertise and strategic investments.Job SummaryWe are seeking a highly skilled Portfolio Development Associate to join our team. As a key member of our Portfolio Program team, you will play a critical role in supporting our portfolio of...

  • Portfolio Manager

    7 days ago

    San Diego, California, United States Western Alliance Bank Full time

    Job Title: Portfolio ManagerWestern Alliance Bank is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of PRM Credits and protecting the Bank's asset quality through quick and effective portfolio management.Key Responsibilities:Monitor and address Portfolio Risk Advisor alerts in...

  • Real Estate Portfolio Manager

    7 days ago

    San Jose, California, United States Robson Homes Full time

    Real Estate Asset Manager Job DescriptionRobson Homes, a leading private real estate developer and homebuilder, is seeking an experienced Real Estate Asset Manager to oversee the operation of its diverse portfolio of commercial and residential investment properties.Key Responsibilities:Property Value Enhancement: Utilize operational expertise and market...

  • Portfolio Manager

    1 month ago

    San Jose, California, United States Western Alliance Bank Full time

    About the RoleThe Portfolio Manager position is responsible for analyzing and structuring commercial loans for the Equity Fund Resources team at Western Alliance Bank. This role involves underwriting and coordinating the closing of loans in compliance with the bank's lending policies and procedures.Key ResponsibilitiesManage loans to ensure credit risks are...

  • Portfolio Manager

    3 weeks ago

    San Diego, California, United States Corient Private Wealth LLC Full time

    Job Title: Portfolio ManagerCorient Private Wealth LLC is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing client investment portfolios, monitoring and reviewing portfolios to identify accounts that require trading action, and executing trades to rebalance accounts outside of target allocation...

  • Portfolio Manager

    7 days ago

    San Francisco, California, United States Statkraft Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our Origination team at Statkraft. As a key member of our team, you will be responsible for managing a portfolio of renewable energy contracts and environmental commodities.Key ResponsibilitiesSupport the existing team with your individual strengths and expertise.Lead through your...

  • Portfolio Manager

    3 weeks ago

    San Jose, California, United States Western Alliance Bank Full time

    About the RoleWe are seeking an 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 ResponsibilitiesWork closely with Relationship...

  • Portfolio Manager

    1 week ago

    San Francisco, California, United States BankTalent HQ Full time

    Job Title: Portfolio ManagerAt BankTalent HQ, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and...

  • Director of Portfolio Management

    7 days ago

    San Diego, California, United States PlayStation Full time

    Senior Portfolio ManagerPlayStation is a global leader in entertainment, producing innovative products and services that captivate audiences worldwide. We're seeking a seasoned Senior Portfolio Manager to lead our Portfolio Management strategy and team.In this role, you'll be responsible for creating and driving our product development portfolio management...

  • Director, Portfolio Management

    4 weeks ago

    San Diego, California, United States Sony Interactive Entertainment Full time

    About the RoleWe are seeking a highly experienced and skilled Director, Portfolio Management to join our team at Sony Interactive Entertainment. As a key member of our organization, you will be responsible for leading our portfolio management strategy and team, driving critical strategic portfolio and key processes across a worldwide scale.Key...

  • Portfolio Management Director

    4 weeks ago

    San Diego, California, United States PlayStation Global Full time

    Director, Portfolio ManagementAt PlayStation Global, we're seeking a seasoned leader to drive our Portfolio Management strategy and team. As Director, Portfolio Management, you'll be responsible for creating and executing a consistent portfolio management framework and process for our global product portfolio and future investments.Key Responsibilities:Lead...

  • Portfolio Manager

    1 week ago

    San Francisco, California, United States Legalist Full time

    {"h1": "Portfolio Counsel Job Description", "p": "At Legalist, we are seeking a skilled Portfolio Counsel to lead the monitoring of our growing portfolio of litigation finance investments. This is a front-office position for someone looking to apply legal skills to managing a large number of investment positions. Responsibilities: * Serve as primary...

  • Associate Portfolio Manager

    4 weeks ago

    San Francisco, California, United States State Teachers' Retirement System Full time

    Job SummaryThis is an exciting opportunity to join the State Teachers' Retirement System as an Associate Portfolio Manager. As a key member of the Private Equity team, you will play a critical role in supporting the Portfolio Managers of Direct Investments on all investment activity.Key ResponsibilitiesTransaction Management & Portfolio OversightPerform due...

  • Portfolio Management Associate

    4 weeks ago

    San Francisco, California, United States BlackRock Services Full time

    About this RolePosition Summary:The Fixed Income team at BlackRock Services has responsibility for managing the company's Index Fixed Income portfolios, including Exchange Traded Funds (ETFs) and mutual funds. The team works closely with many areas of Fixed Income and is responsible for ensuring that Fixed Income portfolios are managed efficiently and in a...