Portfolio Manager

4 days ago

San Francisco, California, United States California Bank & Trust Full time
Job Title: Portfolio Manager

We are seeking a seasoned Portfolio Manager to join our team at California Bank & Trust. 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 make independent calls on assigned portfolio of relationships.
  • Directly accountable for managing and servicing a portfolio while operating within the bank's risk appetite and policies.
  • Ensure financial statements are spread and analyzed, addresses industry risks, monitors collateral requirements, loan structuring and pricing, credit analysis, monitors credit performance, facilitates loan documentation and closing, and assists in committee presentations.
  • Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  • Provides customer service, participates in sales calls with Relationship Managers, and helps identify customer needs.
  • Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
  • Assists bankers with new and existing loan requests and other special projects.
  • Senior level may manage Analysts and Loan Specialists.
Requirements:
  • Requires a bachelor's degree in Finance, Business or other related field and 4+ years of banking, relationship management, underwriting and credit experience or other directly related experience.
  • An equivalent combination of education and experience may meet qualifications.
  • Working knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
  • Knowledge of banking products, services, policies, procedures and regulations.
  • Strong credit skills in underwriting, financial modeling, valuations and adherence to policy.
  • Requires strong customer service, relationship, organizational, analytical and creative problem solving skills.
  • Ability to meet deadlines.
  • Must have strong communications skills, both verbal and written.
  • Knowledge of various software applications including word processing and spreadsheets.
Benefits:
  • Medical, Dental and Vision Insurance - START DAY ONE
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $85,000 - $150,000 depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment.

However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC.

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