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Portfolio Manager

Portfolio Manager

East West BancorpDallas, TX, US
4 days ago
Job type
  • Full-time
Job description

Portfolio Manager

We are currently seeking a Portfolio Manager in the Commercial Real Estate Group ("CREG"). This individual will be responsible for underwriting, credit monitoring, and portfolio management of acquisition, value-add / bridge, and construction loans across all asset classes.

Responsibilities include :

  • Assist Relationship Manager (RM) with structuring, underwriting, and managing non-owner-occupied commercial real estate loans in accordance with the Bank's established guidelines and policies.
  • Partner with the RM as the point of contact for the client and legal counsel, acting as a liaison to the credit department, the commercial support staff, and other internal business partners.
  • Underwriting and drafting opportunity / pre-screen memos, formal loan approval memos, modifications, annual reviews, and risk rating changes.
  • Ongoing portfolio management including tracking financial reporting, monitoring covenant compliance, and evaluating risk ratings and making changes when necessary.
  • Ensure compliance with the Bank's regulatory and credit requirements.
  • Perform other administrative duties and special projects as needed for the maintenance of a portfolio of clients.

Qualifications include :

  • Bachelor's degree or combination of education and directly related experience.
  • 5-10 years of commercial banking experience, ideally with a minimum of 2 years of direct portfolio management experience in commercial real estate.
  • Strong underwriting, Excel / modeling, and business writing skills.
  • Attention to detail.
  • Ability to analyze personal, company, and fund financial statements.
  • Strong understanding of credit policy and procedures and is able to accurately risk rate loans / credits.
  • Develop solutions to problem loan credits.
  • Has knowledge of treasury and derivative products and has demonstrated abilities in coordinating the resources of the Bank to bring effective full-service solutions to the company.
  • Compensation :

    The base pay range for this position is USD $75,000.00 / Yr. - USD $150,000.00 / Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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    Portfolio Manager • Dallas, TX, US

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