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Senior Portfolio Manager

2 months ago

New York County New York, United States Banc of California Full time
About the Role

Banc of California is seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our commercial banking team, you will be responsible for managing a portfolio of clients and providing exceptional customer service.

Key Responsibilities
  • Monitor the financial performance of assigned borrowers and identify any deviations from agreed-upon performance.
  • Build strong working relationships with clients to ensure open communication and improved understanding of their operating performance and needs.
  • Collaborate with the originations team to prepare for the transfer of new client loans into Portfolio Management.
  • Ensure loans are performing by tracking financial performance and monitoring payment performance.
  • Perform financial statement analysis to monitor trends and new developments that may impact loan performance.
  • Communicate with other relevant parties to establish a thorough understanding of an account relationship.
  • Adhere to procedures for data entry into AblSoft and other systems to ensure accuracy of data.
  • Maintain stewardship of credit files to document all material events and actions.
  • Respond to requests from clients for additional funding or modifications to existing loans.
  • Prepare periodic reports and summaries to keep management informed on portfolio performance.
Requirements
  • Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position.
  • Strong analytical and communication skills, together with an entrepreneurial work ethic.
  • Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
  • Ability to multi-task in a fast-paced environment.
  • Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses.
  • Superior interpersonal, writing, and oral communication skills.
  • Proficient with PowerPoint, Word, and Excel (including financial modeling).
Preferred Qualifications
  • 3-4 years relevant experience or public accounting.
  • Bachelor's degree in Finance or Accounting.
  • CPA or MBA.