Portfolio Manager

6 days ago

Chicago, Illinois, United States Western Alliance Bank Full time
About the Role

We are seeking a highly skilled Portfolio Manager to join our Asset Based Lending (ABL) division at Western Alliance Bank. As a Portfolio Manager, you will be responsible for analyzing, structuring, underwriting, presenting, negotiating, and coordinating the closing of new ABL credit facilities and managing a portfolio within our Technology Banking Group.

Key Responsibilities
  • Participate in business development activities and solicit new business opportunities based on market trends.
  • Obtain due diligence information related to credit requests, review information, and correspond with prospective clients to resolve questions.
  • Perform pre-qualification assessments and analyze financial conditions and risk of financing requests within the framework of our Bank's credit culture and current economic and industry trends.
  • Complete credit recommendation underwriting packages to present to Senior Credit Officers or Loan Committees for approval.
  • Coordinate the processing of approved loans, ensuring they are processed according to agreements, customer needs, and conform to Bank lending policies.
  • Effectively manage a portfolio of ABL credit facilities, lead monthly portfolio reviews, monitor compliance, and restructure loans as necessary.
  • Coach and mentor credit analysts and collateral specialists.
  • Represent the Bank in various community, civic, and community reinvestment functions to enhance our image and develop additional business opportunities.
Requirements
  • Bachelor's degree from a four-year college or university and five (5) or more years of related experience and/or training, or a combination of experience and education.
  • 3-5 years of experience working in Asset Based Lending (ABL) and a desire to work in a fast-paced environment with venture-backed technology companies.
  • Intermediate understanding of formula borrowing bases against eligible accounts receivables and inventory.
  • Work-related experience must consist of a basic lending background, including negotiating, underwriting, and coordinating the closing of various commercial business loans, relationship development, and experience in the financial services industry.
  • Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.
  • Knowledge of related state and federal banking compliance regulations and other Bank operational policies.
  • Knowledge and experience in financial statement analysis, typically resulting from a combination of education in accounting, financial, and/or credit analysis or related areas.
  • Intermediate knowledge of Bank lending procedures, Bank policies and procedures, and the Bank's products and services.
  • Extensive knowledge in all facets of relationship management.
  • Exceptional critical thinking and analytical skills.
  • Developed skills in word processing and spreadsheet software (i.e., Microsoft Word, Excel, etc.).
  • Exceptional oral, written, and interpersonal communication skills.
  • Exceptional organizational and time management skills.
What We Offer

We offer a competitive salary, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance, an employee volunteer program, and a wellness program. You will also have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career.

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