Senior Portfolio Manager

Position Function :

Directly manages and grows an assigned portfolio of Loan Syndications, Purchased Credits (SNC's & CLO's), and direct lending opportunities that are aligned with established lending and operational policies, that optimize capital utilization, and provide strong risk adjusted profitability to the Bank with acceptable risk. Develops specialized expertise in credit underwriting and risk management in our core strategies and markets, including Interest Rate Hedging and Structured Credit.

Possesses a deep understanding of trends in capital markets, as well as the local, national, and global economy. Consistently exhibits team focused leadership and contributes to the professional development of more junior Loan Specialists, Underwriters, and Relationship Officers.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities :

Portfolio Management :

• Makes timely, well-informed, and balanced credit recommendations, by evaluating financial and other information, resolving issues of concern, and by accessing other internal and external sources.
• Interacts directly with Agent Bank personnel, Sponsors, and Borrowers as a primary bank portfolio administration contact.
• Coordinates the review of loan documentation and loan booking packages.
• Coordinates the preparation of quarterly financial reporting and covenant compliance of assigned portfolio.
• Coordinates portfolio reports and reviews (quarterly and semi-annually) and preparation of portfolio review presentations including review of risk grades with the assigned Credit Administrator for assigned portfolio.
• Prepares annual review for all assigned credits and presents summary of the annual portfolio review to the Management Loan Committee
• Interfaces with Credit Administration, Risk Management, Treasury, Controllers, and other departments to address loan portfolio management, loan policy, and any related issues.
• Monitors publicly traded companies for press releases and for other public announcements and news which may impact the portfolio
• Monitors secondary market activity as available.

Credit Management & Administration :

Underwriting :

Financial Results and Efficiencies :

Minimum Qualifications :

Education :

Experience :

Physical Requirements & Working Conditions :

We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.