Portfolio Manager
$80k - $175kCTBC Bank
POSITION SUMMARY :
- Monitor and maintain the standard loan portfolio processes, procedures, and practices for Corporate Syndication and C&I Lending, which include credit risk, interest rate risk, liquidity risk, price risk, transaction risk, foreign exchange risk, compliance risk, strategic risk, and reputation risk.
- Control risk and identify issues on more complex commercial & industrial - loan applications and credit processing to increase the revenue and ensure safe and sound loans for profitability and growth. Identify prospects for Relationship Managers and Team Leader to grow the clientele base and portfolio.
- Assist Team Leader to manage the credit and risk quality of the team's portfolio including approving items, transactions, and requests whenever the Team Leader is not available. Subject to proper delegation of authority from Team Leader.
- Monitor and maintain the overall loan portfolio processes, procedures, and practice to support Team Leader.
- Work with Team Leader on specific projects including portfolio reviews, updating of credit processes within the portfolio, risk rating policy, etc.
- Review, analyze, consolidate market, industry, and risk analyses and data to develop C& I loan portfolios in the expertise industry and segment.
- Assess and review Corporate Syndication and C&I loan portfolios, measurement indexes, and provide inputs in the expertise industry and segment.
- Interface with origination and product specialists to review credit strategy and develop proactive plans for all assigned portfolios.
- Independently analyze and evaluate the risks in the segment, conduct the risk selection, oversee the risk of individual loans, control the quality of loan approvals, and administer the performance of loan continues.
- Assess and minimize risks on more complex Corporate Syndication and C&I loans by following operational standard procedures, identifying suspicious/inconsistent activities, notifying appropriate parties, and taking appropriate actions.
- Review loan packages and analyze credit information, making the detailed assessment of an applicants' creditworthiness.
- Measure credit risks, portfolio stress tests, and analyze collaterals as applicable to loan structure and terms.
- Analyze financial conditions and operating results of applicants to ensure adequate line limits and usage.
- Analyze the performance of Corporate Syndication and C&I loan portfolios, operation of loan productions and maintain the good asset quality in the assigned team.
- Drive loan terminations, securing internal/external parties' understanding, compliance, and completion.
- Lead remedial credit management and analyses of structured transactions.
- Participate in the Corporate Syndication and C&I associations and networking events to market loan products and solutions the Bank offers.
- Identify watch list and /or problem credits and take appropriate action including the seeking of assistance in deteriorating credit situations from the Team Leader or senior management.
- Prepare regular reports and make appropriate recommendations.
- Assist Team Leader to coach junior Loan Portfolio Officers' skills of identifying problems and issues, managing risks.
- Perform related duties, as required, for the training and development purposes.
- Perform all assigned duties under Bank's compliance programs and related laws & regulations.
- Successfully complete all mandatory training on related Bank's and BSA compliance as well as other laws and regulations as assigned and in a timely manner.
- Perform other duties as assigned.
- Bachelor's degree in Finance, Economics, or Business-related field is preferred.
- 8+ years of experience in dealing with Corporate Syndication and C&I loans is preferred.
- Ability to analyze, underwrite, and administer Corporate Syndication and C&I loan portfolios.
- Strong credit and financial analyzing, underwriting, sales, customer service, and communication skills.
- Working knowledge of commercial and industrial lending guidelines and productions, all applicable State and Federal regulations.
- Ability to analyze and consolidate data to develop Corporate Syndication and C&I loan portfolio processes, procedures, and to implement practices.
- Ability to independently negotiate large amount of loan contracts and minimize asset quality.
- Ability to apply computer software programs in evaluating financial information and maintaining loan information.
- Formal credit training and CFA or related certification is preferred.
- Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.
- Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.
- Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Los Angeles, CA vacancy
- ...Job Description Job Description Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate...Suggested
Preferred Bank
Los Angeles, CA15 days ago - ...Job Description Job Description Higher Ground Property Management is looking for an HOA property Manager that can independently manage a portfolio of several offsite Homeowner Associations from our office. We are flexible and will train the right candidate. Must have...SuggestedFull timeWork at officeRemote workMonday to FridayFlexible hoursAfternoon shift2 days per week
Higher Ground Property Management
Los Angeles, CA9 days ago $102.36k - $190k
...About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability...SuggestedWork experience placementWork at officeImmediate startColumbia Bank (WA, OR & ID)
Los Angeles, CA2 days ago- ...The Portfolio Manager is responsible for driving portfolio performance through SKU-level decisions, category direction, and cross-functional execution. The Portfolio Manager ensures the portfolio is optimized for sales, margin, and brand focus by managing SKU rationalization...SuggestedFull timeSeasonal workWork at officeLocal areaWeekend workAfternoon shiftEarly shift
Wismettac Asian Foods
Santa Fe Springs, CA5 days ago $170k - $225k
...committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant... ...team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekU.S. Bank
Los Angeles, CA9 days ago$100k - $105k
...Portfolio Manager Culver City, CA - 100 - Culver City, CA 90230 Overview Salary Range $100,000.00 - $105,000.00 Salary Position Type Full Time Education Level Not Specified Category Real Estate Description Property Management Associates is growing and looking...Full timeTemporary workWeekend workProperty Management Associates
Culver City, CA4 days ago$87.61k - $124.85k
...Portfolio Manager Makes and services a wide variety of loans, commercial real estate loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing...Community Bank
El Segundo, CA2 days ago$100k - $105k
...Job Description Job Description Property Management Associates is growing and looking for a Portfolio Manager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and...Full timeTemporary workWeekend workProperty Management Associates
Culver City, CAa month ago$88.8k - $165.6k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal...Contract workPart timeWork experience placementWork at officeLocal areaBMO Financial Group
Los Angeles, CA2 days ago$41.83 - $66.81 per hour
*PORTFOLIO MANAGER I or II - Commercial Real Estate level assigned based on candidate skills/experience WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Commercial Real Estate Credit Management Team focused on the long-term risk-adjusted returns for the...Hourly payRemote workCity National Bank
Los Angeles, CA2 days ago$70k - $115k
Preferred-Bank is seeking a knowledgeable Portfolio Manager in Los Angeles to underwrite and manage a CRE loan portfolio. Responsibilities include pricing loans and fostering client relationships, ensuring compliance with credit guidelines. The ideal candidate will possess...$159.97k - $188.2k
...you excel at—from Day One. Job Description At Private Wealth Management, we are positioned for growth with investments to expand our advisor... ...team structure, strong leadership support, a rich product portfolio, and exceptional prospecting opportunities. Responsibilities...Temporary workWork experience placementWork at officeLocal areaFlexible hours3 days per week$88.8k - $165.6k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal...Work experience placementWork at officeLocal area- System One is seeking an IT Enterprise Portfolio & Value Manager who will oversee portfolio management, create strategic plans, and ensure value delivery across multiple projects. This role requires significant experience working with stakeholders at various levels. Responsibilities...
- Job Title: IT Enterprise Portfolio & Value Manager Location: Vienna, VA Type: Contract Contractor Work Model: Hybrid Hours: 40 hours a week Job Description: Responsibilities Understand and analyze portfolio needs to create and implement portfolio maturity plans Oversee...Contract workFor contractorsLocal area
$122.54k - $208.72k
...PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM * Music Sector WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking...Remote workCity National Bank
West Hollywood, CA5 days ago$120.1k - $165.1k
...enhancing our consumer experiences, enabling business growth, and advancing operational excellence. Team Description: Our Senior Portfolio Manager role provides strategic and tactical support for creating and sustaining effective technology business demand and resource...Work experience placementWork at officeThe Walt Disney Company
Burbank, CA8 days ago$190k - $210k
...A portfolio manager is a financial professional responsible for creating and managing investment portfolios for clients, making decisions on what assets to buy and sell to achieve the client's desired return while managing risk, by analyzing market conditions and implementing...Full timeLocal areaFlexible hoursBank of Hope
Los Angeles, CA2 days ago$126.8k - $154.8k
...Sr Portfolio Manager About The Role & Team The Corporate Innovation team at The Walt Disney Company is a highly visible corporate team of professionals who act as in-house consultants/strategists responsible for the identification, analysis, development and execution...Work experience placementDisney
Glendale, CA18 days ago$195k - $225k
...Partner with relationship manager(s) in underwriting, structuring, closing and managing cash flow, ABL and real estate loans in the... ...compliance and relevant industry/market developments Ensure the portfolio administration and risk management of each client relationship...Full timeLocal areaBank of Hope
Los Angeles, CA1 day ago$148.5k - $174.7k
...stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Non-Profit Healthcare Corporate Banking credit...Temporary workWork experience placementLocal areaU.S. Bank
Los Angeles, CA8 days ago$127.63k - $237.01k
*PORTFOLIO MANAGER SR - Asset-Based Lending * The Porfolio Manager/Underwriter position focuses on credit underwriting and review of prospects and/or existing client relationships for City National Bank asset-based lending group. The Porfolio Manager/Underwriter is...Remote workCity National Bank
Los Angeles, CA8 days ago$60k - $80k
...Company Description Founded in 1985, Kape Property Management is an established, successful and stable real estate management firm... ...conductor orchestrating the symphony of daily operations at a unique portfolio of multifamily and HOA properties located in the Los Angeles...Work at officeKAPE Property Management
Los Angeles, CA5 days ago$105k - $110k
...Portfolio Manager Hospitality - Los Angeles, CA Address Los Angeles, CA Compensation $105,000.00 - $110,000.00/year Job Description LAZ Parking is one of the largest and fastest-growing parking companies in the country. We often say, “parking is our industry, but people...Work experience placementWork at officeLocal areaShift workTier1usa
Los Angeles, CA3 days ago$165k - $220k
...Trust Portfolio Senior Manager Mechanics Bank is currently searching for a full time Trust Portfolio Senior Manager to join our team. This role will be working on-site at our Palo Alto office or our Beverly Hills Branch. Manages the investment portfolios of complex...16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hoursMechanics Bank
Beverly Hills, CA5 days ago$92.11k - $156.88k
...ABOUT US RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City...Temporary workRemote workShift workCity National Bank
Beverly Hills, CA4 days ago- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... ...OPPORTUNITY Manage all aspects of a Media & Entertainment loan portfolio from asset boarding onward, working closely with Originations,...Work at officeLocal areaImmediate startFlexible hours
Banc of California
Beverly Hills, CA3 days ago $100k
...Commercial Portfolio Manager – To $100K – Los Angeles, CA – Job # 3590 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available...The Symicor Group
Los Angeles, CA1 day ago$150k - $200k
...Vice President - Portfolio Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families....Work at officeWhittier Trust
Los Angeles, CA3 days ago- ...protected status. Job Summary The Getty Research Institute (GRI) is searching for a dynamic and experienced professional Portfolio Project Manager (PPM) to establish project management processes under the GRI's Administration Division. Reporting to the Associate...Full timeContract work
J. Paul Getty Trust, The
Los Angeles, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
Related searches
- portfolio manager Los Angeles, CA
- funding manager Los Angeles, CA
- equity portfolio manager Los Angeles, CA
- senior portfolio manager Los Angeles, CA
- fund accounting manager Los Angeles, CA
- equity fund manager Los Angeles, CA
- fixed income portfolio manager Los Angeles, CA
- hedge fund manager Los Angeles, CA
- hedge fund tax director
- junior hedge fund manager