Portfolio Manager, CRE
4 weeks ago
We are seeking a highly skilled Portfolio Manager, CRE to join our team at Beneficial State Bank. As a key member of our Commercial Real Estate team, you will be responsible for managing the risk of assigned lending relationships, ensuring compliance with financial reporting, covenants, and accurate risk ratings.
Key Responsibilities- Partner with Relationship Managers to ensure accurate and timely financial reporting, covenants, and risk ratings.
- Develop and maintain relationships with clients, ensuring excellent customer service and communication.
- Prepare and underwrite credit memoranda in accordance with bank's credit policy, reviewing and verifying required documentation.
- Work closely with Credit Administration to ensure timely loan processing and maintain accurate credit files.
- Attend and participate in staff meetings, reviewing goals, objectives, and results, and providing solutions.
- Bachelor's degree in Finance or a related field, or equivalent work experience.
- 5+ years of commercial, business banking, credit analyst, underwriting, and portfolio management experience.
- Prior experience in credit analysis and/or preparation of credit memoranda for loan approvals.
- Computer literacy in Microsoft Office applications.
- Experience in Credit Quest, Moody's, or Bukers is preferred.
- A comprehensive benefits package, including medical, dental, vision, basic life, STD, LTD, and 401(k) or ROTH.
- 2-4 weeks of vacation days, 12 sick days, and 11 holidays per year.
- Paid volunteer time and annual match of qualifying employee donations.
- Paid sabbatical program after 5 years of service.
We are an equal opportunity employer and welcome applications from all qualified candidates. Please visit our website for detailed information about our benefits and application process.
-
Senior Relationship Manager CRE
4 weeks ago
Los Angeles, California, United States City National Bank Full timeJob SummaryCity National Bank is seeking a highly skilled Senior Relationship Manager CRE to join our team. As a key member of our Commercial Real Estate team, you will be responsible for building and maintaining strong relationships with clients, identifying and promoting solutions to fulfill their needs, and driving revenue growth through cross-selling and...
-
Strategic Operations Director
3 weeks ago
Los Angeles, California, United States CRE Recruiting Full timeJob SummaryWe are seeking a highly skilled Director of Operations to join our team at CRE Recruiting. As a key member of our commercial investment sales team, you will play a critical role in driving business growth and scaling our operations.About the RoleThe successful candidate will be responsible for overseeing and managing all aspects of our operations,...
-
Chief Operations Officer
4 weeks ago
Los Angeles, California, United States CRE Recruiting Full timeJob Title: Director of OperationsWe are seeking a highly skilled and experienced Director of Operations to join our team at CRE Recruiting. As a key member of our commercial real estate advisory team, you will play a critical role in driving business growth, improving execution, and developing strategies to scale our business.Key Responsibilities:Collaborate...
-
Commercial Real Estate Portfolio Manager
3 weeks ago
Los Angeles, California, United States Citizens Financial Group, Inc. Full timeJob DescriptionWe are seeking a highly skilled Commercial Real Estate Portfolio Manager to join our team at Citizens Financial Group, Inc. The successful candidate will be responsible for evaluating risk and making credit and loan structure recommendations based on extensive due diligence of collateral, sponsors, tenants, and market expertise.Key...
-
Senior Lending Specialist
4 weeks ago
Los Angeles, California, United States Preferred Bank Full timeJob OverviewAt Preferred Bank, we are seeking a highly skilled Portfolio Manager to join our team. The successful candidate will be responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. This includes structuring, pricing, and cultivating current and new client relationships. The ideal candidate will have a strong analytical...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States Cathay Bank Full timeJob SummaryCathay Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for maintaining and monitoring existing commercial loan portfolios, working closely with Senior Relationship Managers to identify and bring in new business opportunities.The ideal candidate will have a strong background in...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States Davita Inc. Full timeJob SummaryThe Portfolio Manager is responsible for maintaining and monitoring an existing commercial loan portfolio, working closely with the Senior Relationship Manager to identify and bring in additional new business opportunities. The ideal candidate will provide exceptional service to clients while following established Bank policies and procedures.Key...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States Compunnel Full timeJob DescriptionJob Title: Portfolio ManagerJob Summary:The Portfolio Manager is responsible for managing sub-portfolios and their corresponding ITEC subcommittees to ensure the successful execution of all programs and projects across Keck Medicine of USC. This role requires strong project management skills, financial acumen, and excellent interpersonal...
-
Portfolio Manager
4 weeks ago
Los Angeles, California, United States IDB Full timeJob DescriptionIDB 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 commercial loans, ensuring timely financial analysis and underwriting, and monitoring for indicators of stress or risk.Perform financial analysis and underwriting for renewals, annual reviews, and...
-
Senior Portfolio Manager
3 weeks ago
Los Angeles, California, United States Ultimate Staffing Full timeWe are seeking an experienced Certified Financial Planner (CFP) with a minimum of 7 years of investment management and portfolio management experience. This individual will play a key role in managing and growing client portfolios while providing comprehensive financial planning and portfolio management services.Key Responsibilities:Develop and implement...
-
Portfolio Manager
3 weeks ago
Los Angeles, California, United States Compunnel Software Group Full timeJob DescriptionJob Summary: We are seeking a highly skilled Portfolio Manager to join our team at Compunnel Software Group. The successful candidate will be responsible for managing sub-portfolios and their corresponding ITEC subcommittees to ensure the successful delivery of all programs and projects across Keck Medicine of USC.Key Responsibilities:Manage...
-
Portfolio Manager Assistant
3 weeks ago
Los Angeles, California, United States PineBridge Investments Full timeAbout the Role:PineBridge Investments is seeking a highly skilled Assistant Portfolio Manager to support portfolio managers in the optimization and management of CLO portfolios. The ideal candidate will have 4-6 years of direct experience with collateralized loan obligations or broadly syndicated loans, strong proficiency in CLO documentation, and expertise...
-
Senior Portfolio Manager
4 weeks ago
Los Angeles, California, United States Ceridian HCM, Inc. Full timeJob SummaryCathay Bank is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our commercial lending team, you will be responsible for maintaining and monitoring our existing commercial loan portfolio. This includes working closely with our Senior Relationship Managers to ensure the credit quality of our portfolio and...
-
Portfolio Manager Associate
4 weeks ago
Los Angeles, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a strong passion for excellence, we continually strive to perfect our craft and provide unique financial plans and investment...
-
Senior Portfolio Manager
4 weeks ago
Los Angeles, California, United States First Citizens Bank Full time**Job Summary**We are seeking a highly skilled Senior Portfolio Manager to join our team at First Citizens Bank. As a key member of our Commercial Services department, you will be responsible for managing a portfolio of larger, more complex client relationships.**Key Responsibilities**Analyze and monitor clients' financial and collateral performance by...
-
Portfolio Manager/Underwriter
4 weeks ago
Los Angeles, California, United States Pacific Premier Full timeJob SummaryThe Portfolio Manager/Underwriter - Commercial Real Estate is responsible for underwriting, reviewing, and monitoring an assigned portfolio of multifamily and commercial real estate term loans to ensure compliance with loan documents and Bank policy and procedures.Key ResponsibilitiesResponsible and accountable for credit underwriting for existing...
-
HOA Portfolio Manager
3 weeks ago
Los Angeles, California, United States Higher Ground Property Management Full timeJob DescriptionHigher Ground Property Management is seeking a skilled Portfolio Manager to oversee a portfolio of offsite Homeowner Associations. The ideal candidate will have excellent organizational and communication skills, as well as the ability to work independently. Key Responsibilities:Manage a portfolio of Homeowner AssociationsDevelop and implement...
-
Portfolio Management Specialist
3 weeks ago
Los Angeles, California, United States IDB Full timeJob DescriptionAt IDB Bank, we are seeking a highly skilled Portfolio Management Specialist to join our team. As a key member of our Middle Office team, you will be responsible for performing timely financial analysis and underwriting for renewals, annual reviews, and modifications. You will work closely with our Direct Manager, Account Officers, and Group...
-
Strategic Equity Portfolio Manager
3 weeks ago
Los Angeles, California, United States CalPERS Full timeJob Summary: We are seeking a highly skilled Global Public Equity Strategist to serve as Investment Director of Equity Portfolio Design & Analytics for CalPERS Global Public Equity team. The successful candidate will lead the applied equity research, portfolio analytics, and capital allocation functions of the $200B global public equity portfolio.Key...
-
Senior Portfolio Manager
4 weeks ago
Los Angeles, California, United States Sumitomo Mitsui Financial Group, Inc. Full timeAbout the RoleThe Senior Portfolio Manager will play a crucial role in the execution of credit facilities for new and existing customers in a broad range of industries. This includes the evaluation, structuring, and review of credit memos for proposed and existing credit facilities, generally in the amount of $5,000,000 to $25,000,000. The successful...