Portfolio Manager

2 days ago


Los Angeles, California, United States Davita Inc. Full time
Job Summary

The 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 Responsibilities
  • Monitor and manage the credit quality of the assigned loan portfolio.
  • Review and ensure each credit is properly risk-rated based on the Bank's risk rating system.
  • Maintain and grow existing client relationships, cross-selling the Bank's other products and services.
  • Accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments, and annual reviews.
  • Work with designated underwriter, loan assistants, and other loan support staff to prepare the Credit Commitment Report.
  • Review client's accounts and portfolios to identify, evaluate, and determine the appropriate course of action on potential credit quality issues to maximize credit quality and minimize risk and potential loss to the Bank.
Requirements
  • Education: U.S. College graduate with a major in related fields, strongly preferred.
  • Experience: 5-7 years of loan account relationship management experience, credit underwriting experience, or a combination of both.
  • Skills/Ability: PC proficient, excellent verbal and written communication skills, bilingual (English/Mandarin or Cantonese) a plus but not required.
Benefits

Cathay Bank offers its full-time employees a competitive benefits package, including medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, flexible spending accounts (FSAs), health savings account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank is an Equal Opportunity and Affirmative Action Employer, committed to diversity, equity, and inclusion in the workplace.


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