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Senior Manager of Portfolio Strategy
2 months ago
ABOUT THE ORGANIZATION
Sumitomo Mitsui Banking Corporation (SMBC) is dedicated to addressing the unique financial needs of middle-market enterprises across California.
Our mission is to serve manufacturers, wholesalers, distributors, importers, exporters, and service providers, including small businesses and professionals.
The expected salary range for this position is between $148,000.00 and $165,000.00. The final salary offered will depend on the candidate's qualifications, experience, and an assessment of current market compensation for similar roles.
This position may also qualify for an annual discretionary incentive award. In addition to competitive cash compensation, SMBC provides a comprehensive benefits package to its employees.Our goal is to be recognized as the preferred banking partner for middle-market and professional service firms by fostering long-term relationships and loyalty, while delivering exceptional products and services through a team of highly skilled bankers.
Job SummaryAs a key member of the Diversified Industries team, the Senior Portfolio Manager will be instrumental in managing credit facilities for both new and existing clients across various sectors (C&I lending).
This role involves evaluating, structuring, preparing, and reviewing credit memos for proposed and ongoing credit facilities, typically ranging from $5,000,000 to $25,000,000.
The position demands a strong understanding of the technical and analytical components of commercial loan underwriting, including (i) cash flow analysis, income statement and balance sheet assessments, collateral evaluation, and enterprise valuation, (ii) financial analysis of individual and corporate guarantors, (iii) market and industry risk assessments, and (iv) familiarity with loan participation and syndications.
Collaborating with Relationship Managers, the Senior Portfolio Manager will assist in developing, recommending, implementing, and monitoring the loan portfolio while managing risk in accordance with the Bank's underwriting standards.
Prior experience in cash flow lending, including leveraged, sponsor-backed, and acquisition financing, is highly desirable.Principal Duties and Responsibilities
Oversee the ongoing management and monitoring of the assigned portfolio, along with underwriting new transactions.
Prepare or review Pre-Screen reports for potential borrowers and guarantors.
Draft Credit Approval Reports for submission to Credit Administration, including loan summaries, credit analyses, and relevant supporting documentation.
Ensure that underwriting practices align with credit policies, procedures, and methodologies.Present deals at loan approval committee meetings as necessary.
Generate additional written reports as required for loan relationship management.
Facilitate timely loan closings as needed.
Manage and maintain the assigned loan portfolio to ensure timely modifications, extensions, renewals, and annual reviews are conducted as necessary.
Foster and maintain strong relationships with Division Heads, Relationship Managers, Credit Analysts, and clients.
Stay informed about the Bank's loan policies and Risk Rating System.
Provide guidance and training to junior loan officers within the department in collaboration with the Portfolio Manager Team Lead.
Perform additional duties and special projects as required, alongside other related responsibilities.
Position Specifications
Education:
BA/MBA in business, accounting, finance, or equivalent experience.
Experience:
Comprehensive knowledge of commercial lending in the Middle Market and/or Mid-Corporate sector, typically gained through a minimum of 10 years of relevant experience.
Experience in leveraged cash flow lending is strongly preferred.Skills/Qualifications:
Proficient understanding of all technical aspects of commercial loan underwriting, exceptional attention to detail, superior time management and prioritization skills, and strong oral and written communication abilities.
EOE STATEMENT
We are an equal employment opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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