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Portfolio Manager

2 months ago


San Jose, California, United States Western Alliance Bank Full time
About the Role

The Portfolio Manager position is responsible for analyzing, structuring, and coordinating the closing of Commercial Loans for the Equity Fund Resources team in compliance with the Bank's lending policies and procedures.

Key Responsibilities
  • Manage loans to ensure credit risks are responsibly monitored and identified.
  • Assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Team Leader.
  • Work closely with the Relationship Manager to develop new and maintain existing client relationships while ensuring a timely credit process from start to finish.
  • Interface with clients to assess their credit needs and determine the best structure and items needed for analysis.
  • Coordinate processing of approved loans and ensure loans are processed according to agreement, customer needs, and conform to Bank lending policies.
  • Obtain sufficient information and/or documentation from customers and assist in solving problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
  • Reinforce superior customer service through your own example and follow-through with involved customers and employees.
Requirements
  • Bachelor's Degree from a 4-year college or university degree, preferably in Finance or Accounting.
  • Exceptional credit knowledge and underwriting skills in Commercial lending.
  • Experience in dealing with Private Equity transactions is preferred.
  • Advanced experience, knowledge, and training in financial statement and tax return analysis.
  • Strong portfolio management skills allowing for timely identification of credit concerns.
  • Outstanding presentation, verbal, and written communication skills.
  • Ability to work well with others in a collaborative team environment.
  • Excellent ability to juggle multiple credit requests at once.
  • Self-starter, entrepreneurial attitude, and an upbeat positive outlook.
What We Offer
  • Competitive salary range for new hires is generally $107,000 to $131,287.00 for San Jose, CA.
  • Annual bonus/incentives earned and restricted stock.
  • Medical and dental insurance.
  • Time off.
  • Great 401(k) matching program.
  • Tuition assistance program.
  • Employee volunteer program.
  • Wellness program.