Senior Portfolio Manager Team Lead

4 days ago


Newport Beach, California, United States Sumitomo Mitsui Banking Corp Full time
About the Role

We are seeking a highly experienced and skilled Senior Portfolio Manager Team Lead to join our Franchise Finance team at Sumitomo Mitsui Banking Corp. As a key member of our team, you will play a crucial role in the execution of credit facilities for new and existing customers, predominantly in the Quick-Service Restaurant (QSR) space.

Key Responsibilities
  • Manage a team of Underwriters/Portfolio Managers and provide guidance on loan opportunities.
  • Review, consult, and provide guidance on loan opportunities, including the evaluation of cash flow, income statement and balance sheet financial analysis, collateral quality, enterprise valuation, and market/industry trends & risk.
  • Assist Relationship Managers and Division Head in developing, recommending, implementing, and monitoring the loan portfolio, and manage risk consistent with the Bank's underwriting standards.
  • Develop and maintain good relationships with Division Head, Relationship Managers, Credit Analysts & customers.
  • Maintain current knowledge of the Bank's loan policies and Risk Rating System.
  • Provide assistance and training of junior loan officers within the department in coordination with the Head of Underwriting and Division Head.
Requirements
  • Thorough knowledge of commercial lending, generally acquired through a minimum of 10+ years related experience.
  • Previous experience managing a team of portfolio managers, underwriters, or credit analysts.
  • Franchise Finance lending experience strongly preferred.
  • Knowledge of technical aspects of commercial loan underwriting.
  • Proficient oral and written communication skills.
About Us

Sumitomo Mitsui Banking Corp is a leading financial institution with a strong presence in the California market. We are committed to providing exceptional service and expertise to our customers, and we are seeking a talented and experienced professional to join our team.



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