Portfolio Manager

3 weeks ago


San Francisco, California, United States California Bank & Trust Full time

At California Bank & Trust, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. This key member of the deal team will be responsible for successfully managing Commercial Banking relationships.

This role involves growing revenue by closing new business relationships and retaining and expanding existing relationships with excellent customer satisfaction.

The ideal candidate will have a bachelor's degree in Finance, Business, or a related field and 4+ years of banking, relationship management, underwriting, and credit experience.

Responsibilities include underwriting commercial loans, managing credit risk, and ensuring financial statements are spread and analyzed.

The successful candidate will also provide customer service, participate in sales calls, and help identify customer needs.

Additionally, they will keep informed of financial and market trends and analyze those trends for their effect on the portfolio.

As a senior-level position, the Portfolio Manager may also manage Analysts and Loan Specialists.

We offer a competitive compensation package, including a base salary in the range of $85,000 - $150,000, depending on job-related factors.

California Bank & Trust is an equal opportunity employer and welcomes applications from qualified individuals with disabilities or disabled veterans.


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