Talent.com
AVP/VP, Portfolio Manager
AVP/VP, Portfolio ManagerCathay Bank • Bellevue, WA, United States
AVP / VP, Portfolio Manager

AVP / VP, Portfolio Manager

Cathay Bank • Bellevue, WA, United States
30+ days ago
Job type
  • Full-time
Job description

Posted Friday, October 3, 2025 at 7 : 00 AM

People Drive Our Success

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. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank’s other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank’s policies and procedures.

DIRECT REPORTS

This incumbent has no direct reports.

ESSENTIAL FUNCTIONS

  • PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
  • Review to ensure each credit is properly risk rated based on the Bank’s risk rating system.
  • Maintain and grow existing client relationships, cross-sell Bank’s other products and services.
  • Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
  • Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”)
  • Reviews client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
  • Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client.

QUALIFICATIONS

Education :

  • U.S. College graduate with major in related fields, strongly preferred
  • Experience :

  • 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both.
  • Thorough knowledge of lending regulations and credit / underwriting practices.
  • Must have strong loan portfolio management experience.
  • Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
  • Must possess previous underwriting experience in the requisite area of commercial lending.
  • Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing.
  • Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products.
  • Skills / Ability :

  • Excellent verbal and written communication skills. Bilingual (English / Mandarin or Cantonese) a plus but not required.
  • Ability to work well independently to restructure loans and / or lines of credits.
  • Must be organized and detail oriented and able to multi-task.
  • Ability to work effectively in a fast paced, high production and team environment.
  • Excellent time management skills and be accustomed to working with deadlines.
  • Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.
  • OTHER DETAILS

    AVP : $80K – $110K / year

    VP : $110K - $125K / year

    Pay determined based on job-related knowledge, skills, experience, and location.

    This position may be eligible for a discretionary bonus.

    Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

    Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .

    Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

    Click here to view the “Know Your Rights : Workplace Discrimination is Illegal” Poster :

    Poster- English

    Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

    #J-18808-Ljbffr

    Create a job alert for this search

    Portfolio Manager • Bellevue, WA, United States

    Related jobs
    Assistant Vice President / Senior Loan Originator

    Assistant Vice President / Senior Loan Originator

    Global Credit Union • Renton, WA, United States
    Full-time
    Regional Vice President, A U M C.This is a Supervisory Position.Mortgage Loan Originators and Office Operations.Originate mortgage loans and manage branch office operations.Sell mortgage loan servi...Show more
    Last updated: 18 days ago • Promoted
    Associate Portfolio Manager - Parametric

    Associate Portfolio Manager - Parametric

    Morgan Stanley • Seattle, WA, US
    Full-time
    Parametric Associate Portfolio Manager.Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios us...Show more
    Last updated: 15 days ago • Promoted
    Senior FP&A ManagerSeattle, Washington, United States

    Senior FP&A ManagerSeattle, Washington, United States

    Possible Finance • Seattle, WA, US
    Full-time
    We're on a mission to help our customers and their communities unlock economic mobility for generations to come.Join the team that's making our goal a reality. At Possible, we're building a new type...Show more
    Last updated: 30+ days ago • Promoted
    Value Analysis Portfolio Manager

    Value Analysis Portfolio Manager

    University of Washington • Seattle, WA, United States
    Full-time +1
    UWMed Supply Chain Value Analysis.Value Analysis Portfolio Manager.Hybrid (3 days or more per week).The Value Analysis Department within UW Medicine Supply Chain plays a critical role in advancing ...Show more
    Last updated: 18 days ago • Promoted
    FINANCE BUDGET AND SYSTEMS MANAGER

    FINANCE BUDGET AND SYSTEMS MANAGER

    Government Jobs • Everett, WA, US
    Temporary
    Finance Budget And Systems Division Manager.Responsible for the preparation of the county's annual operating and capital budgets, interim budget-related financial reports and the revenue forecast a...Show more
    Last updated: 3 days ago • Promoted
    PWM Senior Portfolio Manager

    PWM Senior Portfolio Manager

    U.S. Bank • Seattle, WA, United States
    Full-time
    PWM Senior Portfolio Manager page is loaded## PWM Senior Portfolio Managerlocations : Seattle, WAtime type : Full timeposted on : Posted 17 Days Agotime left to apply : End Date : November 28, 2...Show more
    Last updated: 11 days ago • Promoted
    Associate Team Leader

    Associate Team Leader

    H&R Block • Everett, WA, US
    Full-time +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 26 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Mass Mutual NW • Everett, WA, United States
    Full-time
    Responsibilities : This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial plan...Show more
    Last updated: 18 days ago • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Everett, WA, US
    Full-time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients.This exciting opportunity at Mechanics Bank invites you to join our employee a...Show more
    Last updated: 30+ days ago • Promoted
    RVP, ISV Platform Partnerships

    RVP, ISV Platform Partnerships

    salesforce.com, inc. • Seattle, WA, United States
    Full-time
    To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Salesforce is the #1 AI CRM, where humans with age...Show more
    Last updated: 20 days ago • Promoted
    Regional Vice President, Retirement - St. Louis / Kansas City - Bank / Wire Channel

    Regional Vice President, Retirement - St. Louis / Kansas City - Bank / Wire Channel

    Symetra • Bellevue, WA, United States
    Full-time
    Symetra has an exciting opportunity for an annuity wholesaler based in either.The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives their annual Incentive Comp...Show more
    Last updated: 30+ days ago • Promoted
    VP of Technology & Analytics

    VP of Technology & Analytics

    MN Custom Homes • Bellevue, WA, US
    Full-time
    VP Of Technology And Analytics.Founded in 2011 by two Bellevue locals, we have grown to become the preeminent Eastside luxury home builder today. Since Day 1 we have been driven by innovation and ob...Show more
    Last updated: 22 days ago • Promoted
    Teller

    Teller

    Washington Staffing • Mukilteo, WA, US
    Full-time
    Location : 11700 Mukiteo - Mukilteo, Washington 98275.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.As a teller, you provide ...Show more
    Last updated: 6 days ago • Promoted
    Partner Technology Enabled Finance Transformation

    Partner Technology Enabled Finance Transformation

    CrossCountry Consulting • Seattle, WA, US
    Full-time
    Partner Technology Enabled Finance Transformation.From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedica...Show more
    Last updated: 30+ days ago • Promoted
    Senior Portfolio Manager

    Senior Portfolio Manager

    International Search Consultants • Seattle, WA, United States
    Full-time
    A distinguished independent wealth management firm is seeking a.Vice President, Portfolio Manager.The ideal candidate brings over a decade of experience managing global portfolios across equities, ...Show more
    Last updated: 11 days ago • Promoted
    Associate Portfolio Manager - Remote (Fixed-Term Assignment)

    Associate Portfolio Manager - Remote (Fixed-Term Assignment)

    Cengage Group • Seattle, WA, United States
    Remote
    Temporary
    Associate Portfolio Manager (APM) - Key Markets.We believe in the power and joy of learning.At Cengage Group, our employees have a direct impact in helping students around the world discover the po...Show more
    Last updated: 18 days ago • Promoted
    Product Portfolio Manager

    Product Portfolio Manager

    Nexeo Solutions LLC • Bellevue, WA, US
    Full-time
    Location : Bellevue, WA, US, 98004.Primary Purpose : The primary responsibility of the Product Manager is to manage, optimize, and grow ChemPoint product lines in accordance with supplier investment ...Show more
    Last updated: 22 days ago • Promoted
    VP, Relationship Manager

    VP, Relationship Manager

    Cathay Bank - Headquarters • Tacoma, WA, 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