Talent.com
Portfolio Manager I
Portfolio Manager ICalifornia Staffing • Irvine, CA, US
Portfolio Manager I

Portfolio Manager I

California Staffing • Irvine, CA, US
5 days ago
Job type
  • Full-time
Job description

Portfolio Manager I - ESOP

The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and / or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include :

  • Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and / or cash flow proformas.)
  • This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
  • This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
  • This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)

What Will You Do?

  • Teamwork : Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
  • Portfolio Management : Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
  • Credit Analysis : Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
  • Performance Monitoring : Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
  • Data Analysis : Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
  • Risk Management : Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
  • Collaboration : Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
  • Client Service : Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
  • What Do You Need To Succeed?

  • Required Qualifications
  • Bachelor's Degree or equivalent in Finance, Business or related field
  • Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry / industries
  • Additional Qualifications
  • Basic experience in credit management and lending operations, with a strong understanding of risk management principles
  • Desire to build leadership and coaching skills, with the ability to train and develop talent
  • Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
  • Basic analytical skills, with the ability to interpret complex data and make informed decisions
  • Industry-specific knowledge and expertise
  • What's In It For You?

  • Compensation Starting base salary : $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.
  • Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including :
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement
  • About Us Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.

    Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

    Create a job alert for this search

    Portfolio Manager • Irvine, CA, US

    Related jobs
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay Bank - Headquarters • El Monte, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    AVP / VP, Portfolio Manager

    AVP / VP, Portfolio Manager

    Cathay Bank - Headquarters • El Monte, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager I rtc

    Portfolio Manager I rtc

    California Staffing • Riverside, CA, US
    Full-time
    Portfolio Manager I - Consumer.The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and / or ge...Show more
    Last updated: 5 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    East West Bancorp • Pasadena, CA, US
    Full-time
    East West Bank is seeking a Portfolio Manager for the Healthcare Finance specialty lending group responsible for underwriting, credit monitoring and portfolio management. Primary responsibilities in...Show more
    Last updated: 30+ days ago • Promoted
    AVP, Portfolio Manager

    AVP, Portfolio Manager

    California Staffing • Santa Ana, CA, United States
    Full-time
    Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects.Monitors assigne...Show more
    Last updated: 1 day ago • Promoted
    SBA Portfolio Officer - Portfolio Management

    SBA Portfolio Officer - Portfolio Management

    East West Bancorp • San Marino, CA, US
    Full-time
    SBA Portfolio Officer (Portfolio Management).We are seeking an experienced SBA Portfolio Officer (Portfolio Management) to join our SBA Lending Team. This role is critical in supporting the bank's S...Show more
    Last updated: 30+ days ago • Promoted
    CLO Portfolio Management Director

    CLO Portfolio Management Director

    Pacific Life • Newport Beach, CA, United States
    Full-time
    CLO Portfolio Management Director.Pacific Life is seeking a talented.Director to join our Structured Product Portfolio Management Team. CLO (Collateralized Loan Obligations) Portfolio Manager.We col...Show more
    Last updated: 30+ days ago • Promoted
    ICG Credit Portfolio Manager - Education and Non-Profit

    ICG Credit Portfolio Manager - Education and Non-Profit

    California Staffing • Newport Coast, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 6 days ago • Promoted
    AVP, Portfolio Manager

    AVP, Portfolio Manager

    Cathay Bank - Headquarters • El Monte, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 6 hours ago • Promoted • New!
    Senior Portfolio Manager - Emerging Middle Market (Pac Rim)

    Senior Portfolio Manager - Emerging Middle Market (Pac Rim)

    BMO Financial Group • Newport Beach, CA, United States
    Temporary
    We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division. The main responsibility of this role is to evaluate the risk le...Show more
    Last updated: 18 days ago • Promoted
    Portfolio Associate - Global

    Portfolio Associate - Global

    PIMCO • Newport Coast, CA, US
    Full-time
    PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed income and credit opportunities, leverag...Show more
    Last updated: 30+ days ago • Promoted
    FVP, Portfolio Manager

    FVP, Portfolio Manager

    Cathay Bank - Headquarters • El Monte, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 6 hours ago • Promoted • New!
    Senior Portfolio Manager - Emerging Middle Market (Pac Rim)

    Senior Portfolio Manager - Emerging Middle Market (Pac Rim)

    BMO Financial • Hacienda Heights, CA, United States
    Part-time +1
    We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division. The main responsibility of this role is to evaluate the risk le...Show more
    Last updated: 3 days ago • Promoted
    Corporate Banking Portfolio Manager II

    Corporate Banking Portfolio Manager II

    First Foundation Bank • Irvine, CA, US
    Full-time
    This position is responsible for the daily management of assigned commercial portfolios.Daily management of an assigned Corporate Loan Portfolio focusing on Structured Finance, Asset-Based Lending,...Show more
    Last updated: 27 days ago • Promoted
    AVP / VP, Portfolio Manager

    AVP / VP, Portfolio Manager

    Banc of California • Santa Ana, CA, United States
    Full-time
    AVP / VP, Portfolio Manager role at.Responsible for providing financial, credit, and trend analysis for the bank's credit products and services to middle market and other business clients and prospec...Show more
    Last updated: 30+ days ago • Promoted
    Asset Manager II

    Asset Manager II

    WNC Inc • Irvine, CA, US
    Full-time
    The Asset Manager II (AM II) oversees a portfolio of high-risk and workout affordable housing properties, serving as a relationship manager, decision maker, and problem solver.The AM II reports dir...Show more
    Last updated: 26 days ago • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • San Clemente, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 14 days ago • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Perris, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 14 days ago • Promoted