Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Portfolio Manager

$120k - $220k

East West Bancorp Inc

Portfolio Manager

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 include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.

Responsibilities include:

  • Underwriting and managing structured revolving lines, real estate and cash flow leverage transactions according to the Bank establish guidelines and policies, working with the Relationship Manager.
  • Ongoing monitoring of credit/covenant compliance.
  • Analyzing and creating financial loan memorandums to generate new loans and modifications.
  • Managing the renewal process by working with the Relationship Manager, the client and the credit department including increase/amendment/waiver.
  • Partnering with the Relationship Manager as the point of contact for the client; acting as a liaison to the credit department, the commercial support staff and other internal business partners.
  • Ensuring compliance with EWB regulatory and credit requirements.
  • Being responsible for credit risk and quality of the portfolio.
  • Developing problem loan credit solutions.
  • Ensuring the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines.
  • Analyzing financial data to determine the merits of specific loan requests and recommend structure as well as aggressively managing the client relationship.
  • Assisting with due diligence/analysis with new client relationships and opportunity memos as appropriate.
  • As appropriate with experience, assisting in the development of junior bankers, credit analysts, and relationship associates.
  • Making presentations on specific loans and participating in the bank's loan approval process, recommending approval and appropriate structure of credits.
  • Performing other administrative duties required for the maintenance of a portfolio of clients.

Qualifications include:

  • Bachelor's degree or combination of education and directly related experience.
  • 7+ years healthcare lending experience in commercial banking and/or private credit and direct portfolio management and/or underwriting experience.
  • Demonstrates strong underwriting, financial analysis and projection skills.
  • Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits.
  • Develop problem loan credit solutions.
  • Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.
  • Excellent presentation, verbal & written communication skills.
  • Highly proficient in excel, modeling, etc.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation: The base pay range for this position is USD $120,000.00/Yr. - USD $220,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

East West Bancorp
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager in Dallas, TX vacancy
  • $120k - $220k

     ...absolute integrity. East West Bank gives people the confidence to reach further. Overview East West Bank is seeking a Portfolio Manager for the Healthcare Finance specialty lending group responsible for underwriting, credit monitoring and portfolio management. Primary... 
    Senior

    East West Bank

    Dallas, TX
    2 days ago
  •  ...Location: On site at a Dallas location listed in the job posting Summary The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance, identifying trends, and escalating material changes. Partnering closely... 
    Senior
    Work experience placement

    First Horizon Bank

    Dallas, TX
    3 days ago
  • $96.5k - $207.5k

     ...you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately... 
    Senior
    Work at office

    Fifth Third Bank, N.A.

    Dallas, TX
    16 hours ago
  •  ...#LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas. In this role, you'll make an impact in the... 
    Senior
    Work experience placement
    Local area
    Worldwide

    BNY Mellon

    Dallas, TX
    3 days ago
  • A major financial institution is seeking a CRE Portfolio Manager II in Dallas, TX. The role involves managing Commercial Real Estate portfolios, optimizing client relationships, and ensuring credit quality. Ideal candidates will have at least 8 years of portfolio management... 
    Senior
    Work at office
    Flexible hours

    Huntington Bank

    Dallas, TX
    2 days ago
  • SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in Dallas is seeking a Commercial Portfolio Manager to support commercial loan and deposit portfolios. The ideal candidate will conduct financial analysis for creditworthiness, manage complex relationships, and collaborate with... 
    Senior

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Dallas, TX
    3 days ago
  • $120k - $250k

     ...Investment Manager In this role, you'll make an impact in the following ways: Independently manage a significant amount of assets...  ...regulations. Collaborate with research, strategy, and portfolio team members to optimize investment decisions. Meet with clients... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Local area
    Shift work

    BNY

    Dallas, TX
    3 days ago
  • $96.5k - $207.5k

    Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Dallas, Texas, responsible for managing a portfolio of commercial accounts. Key duties include credit decision recommendations, client engagement, and mentoring junior team members. Applicants should... 
    Senior

    Fifth Third Bank, N.A.

    Dallas, TX
    16 hours ago
  • Texas Capital Bank is seeking a Sr Portfolio Manager - Specialty Credit in Dallas. This role supports Asset Based Lending with a focus on consumer receivable finance and commercial equipment finance, owning the credit underwriting process. Candidates should have a Bachelor... 
    Senior

    Texas Capital Bank

    Dallas, TX
    3 days ago
  • SouthState Bank, N.A. is seeking a Commercial Portfolio Manager in Dallas, Texas. This role involves supporting the commercial loan and deposit portfolio through credit underwriting and superior client service. Candidates should have a four-year degree and 4-6 years of... 
    Senior

    SouthState Bank, N.A.

    Dallas, TX
    4 days ago
  • Huntington Bank is seeking a CRE Portfolio Manager III in Dallas, TX to manage the credit quality of a commercial portfolio. The successful candidate will proactively evaluate and mitigate risks while deepening customer relationships. This role requires 12+ years of experience... 
    Senior

    Huntington Bank

    Dallas, TX
    1 day ago
  • A regional banking institution seeks a Portfolio Manager in Dallas, TX, to oversee credit operations and contribute to strategic financial solutions. The ideal candidate will manage client relationships, perform financial analysis, and ensure compliance with credit policies... 
    Senior

    Texas Capital Bank

    Dallas, TX
    4 days ago
  • Delphi Technologies is seeking a CRE Commercial Loan Officer in Dallas, Texas to originate and manage a portfolio of commercial real estate loans. The ideal candidate will possess 12+ years of experience in CRE lending and a strong understanding of Texas markets. This... 
    Senior

    Delphi Technologies

    Dallas, TX
    1 day ago
  • $96.5k - $207.5k

    Fifth Third Bank is looking for a Commercial Senior Portfolio Manager in Dallas, Texas. The ideal candidate will have a Bachelor's degree in Business and at least 8 years of experience in credit analysis. Responsibilities include managing a complex portfolio, providing... 
    Senior

    Fifth Third Bank

    Dallas, TX
    16 hours ago
  • A leading financial institution in Dallas seeks a Commercial Portfolio Manager to support commercial loans and deposits while ensuring prudent credit risk management. The role involves conducting advanced financial analysis, managing complex relationships, and supporting... 
    Senior

    SouthState Bank

    Dallas, TX
    16 hours ago
  • $96.5k - $207.5k

    General Function The Commercial Senior Portfolio Manager is a key member of the coverage team, managing transactions and business portfolio tasks. PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit structures, pricing... 
    Senior
    Work at office

    Fifth Third Bank, N.A.

    Dallas, TX
    16 hours ago
  • $145k - $185k

     ...and support continued growth in this dynamic and specialized market. Position Overview The Vice President, Underwriting Portfolio Manager is responsible for both underwriting and portfolio management of ADG financing transactions. This role includes evaluating,... 
    Senior
    Work at office

    First Citizens Bank

    Dallas, TX
    4 days ago
  • A financial institution seeks a Home Builder Portfolio Manager III in Dallas, TX. The role involves managing the credit quality of a home builder portfolio, conducting risk assessment, and developing customer relationships. Ideal candidates will have over 12 years of experience... 
    Senior
    Work at office

    Huntington Bank

    Dallas, TX
    2 days ago
  • $98k - $127k

    Busey-Bank-2 is looking for a Commercial Portfolio Manager II in Dallas, Texas. This role involves independently managing a portfolio of loans, ensuring compliance with credit policies, and providing exceptional customer service. The ideal candidate will have a strong background... 
    Senior

    Busey-Bank-2

    Dallas, TX
    4 days ago
  •  ...Portfolio Manager, Enterprise Digital Services Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate...  ...a complex portfolio of digital initiatives. Operating at a Senior Associate level, this role partners closely with executive... 
    Senior
    Remote work
    Flexible hours

    Dtcc

    Dallas, TX
    2 days ago
  •  ...Middle Market Senior Portfolio Manager The Middle Market Senior Portfolio Manager ("Senior PM") is responsible for the independent underwriting, structuring, and ongoing portfolio management of various credit profiles including asset reliant (OORE, ABL-lite, balance... 
    Senior

    SunTrust Investment Services, Inc.

    Dallas, TX
    3 days ago
  • A leading financial institution in Dallas, Texas is seeking a CRE Portfolio Manager III to manage the credit quality and monitoring of the Home Builder portfolio. You will be responsible for optimizing customer relationships and presenting financial solutions while collaborating... 
    Senior
    Work at office
    Remote work

    Huntington Bancshares, Inc.

    Dallas, TX
    2 days ago
  •  ...Sr. Portfolio Manager The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank. Targeting VP or Director candidates... 
    Senior
    Work at office

    Texas Capital Bank

    Dallas, TX
    4 days ago
  •  ...Regional Banks. For more information about joining our team, please visit us at Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping... 
    Senior
    Work at office
    Immediate start
    Day shift

    Texas Capital Bank

    Dallas, TX
    3 days ago
  • A prominent recruitment agency is seeking a Senior Fund Controller for a fully remote position in the United States. Ideal candidates will have over 8 years of experience in private equity (PE) or fund administration, with a strong preference for experience in financial... 
    Senior
    Remote job

    Optimize Search Group

    Dallas, TX
    3 days ago
  •  ...Key Responsibilities: - Fund Level Accounting: Manage Books and Records within internal accounting system for real estate investments Perform reconciliations with Administrators Review and verification of LP allocations, capital calls, distributions, quarterly... 
    Senior

    Blake Smith Staffing, LLC

    Dallas, TX
    3 days ago
  • $185k - $237.5k

     ...analysts. You will play a critical role in managing investor relationships, supporting...  ...investment banking, sell side research, buy side portfolio management) preferred. ~ Bachelor's...  ...~ Experience working confidently with senior management. ~ Experience/familiarity... 
    Senior
    Flexible hours

    Circle

    Dallas, TX
    2 days ago
  • $80k - $100k

     ...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant...  ...process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and... 
    Senior
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    Dallas, TX
    16 hours ago
  •  ...succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation...  ...in the industry ~ You will have the flexibility to manage your days in support of our commitment to work/life balance... 
    Senior
    Local area

    EisnerAmper

    Dallas, TX
    23 hours ago
  • Atlas Search offers an opportunity in Dallas for a role centered on real estate fund accounting. This position involves supporting the accounting, reporting, and performance measurement activities of real estate investment funds while ensuring compliance with financial ...
    Senior

    Atlas Search

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Portfolio Manager. Be the first to apply!