Senior Portfolio Manager

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California Bank & Trust is a California‑focused financial services company dedicated to serving its communities, families, and businesses. With more than 80 full‑service branch offices across the state, CB&T has earned recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank.” As a division of Zions Bancorporation, the bank has received multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

Essential Functions

• Responsible for managing and servicing a portfolio of existing loan relationships.
• Responsible for expanding and building relationships with a high degree of resultant customer satisfaction.
• Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
• Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
• Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
• Assists bankers with new and existing loan requests and other special projects.
• Senior level may manage Analysts and Loan Specialists.
• Other duties as assigned.

Qualifications

Benefits

This position is eligible to earn a base salary in the range of $177,000 - $232,000+ annually depending on job‑related factors such as level of experience.

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