Portfolio Manager (in-office) - CA or NV

Wealth Management

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless come for a job, stay for a career. This is an in-office role with the office being located at 750 E. Warm Springs Road, Las Vegas, NV 89119 or 11622 El Camino Real #200, San Diego, CA 92130.

Portfolio Manager

The ideal candidate for the Portfolio Manager position will have the skills and experience necessary to fulfill the following responsibilities and qualifications :

• Manage and service a portfolio of existing loan relationships.
• Expand and build relationships with a high degree of resultant customer satisfaction.
• Ensure financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, underwriting, monitoring credit performance and assisting with loan presentations.
• Handle reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
• Assist bankers with new and existing loan request and other special projects.
• Perform other duties as assigned.

Qualifications

Requires a bachelor's degree and 8+ years of banking, relationship management, lending, underwriting, and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Advanced knowledge of banking products, services, policies, procedures, and regulations. Excellent credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills. Ability to meet deadlines. Must have excellent communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Salary Range : NV - $100,013-$166,688; CA - $104,775 - $174,625 depending on experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Employees may, at the company's discretion, be eligible to receive a cash bonus award