Portfolio Manager
Preferred Bank
Portfolio ManagerResponsible for underwriting, reviewing, and managing an assigned loan portfolio while providing support to the relationship managers/loan team in obtaining information and preparing required forms to document, close, disburse and maintain loans (Construction, Commercial including Lines of Credit, CRE) in portfolio. Timely update of financial covenant/compliance tracking ("Ticklers") for financial statements, operating statements, tax returns, rent rolls, and insurance while uploading all application documents to the Bank's archives platform ("Synergy"). In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.Qualifications:Bachelor's degree in business administration or related field preferred.Minimum 5 years of underwriting experience in lending or relevant Commercial Real Estate lending experience required.Branch Operations/New Account background a plus.Excellent communication skills, both verbal and written.Excellent leadership and decision-making skills.Strong analytical and problem-solving skills.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Irvine, CA vacancy
$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 and...SuggestedFull timeContract workPart timeWork experience placementWork at officeLocal area$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...SuggestedContract workPart timeWork experience placementWork at officeLocal areaBMO Financial Group
Irvine, CA16 hours ago$30 - $35 per hour
...datacenters, and IT & communications equipment. We are headquartered in Irvine, CA and have grown to over 100 team members and manage a portfolio of nearly $2 billion in equipment assets, proudly serving a roster of valued Fortune 250 companies. Job Summary The Portfolio...SuggestedFull timeWork at officeFlexible hoursPacific Rim Capital
Irvine, CA2 days ago$41.83 - $66.81 per hour
...City National Bank is looking for a Portfolio Manager I for its Private Banking Commercial Real Estate segment in Irvine, California. This position involves managing a credit portfolio, analyzing credit data for high-net-worth clients, and collaborating with relationship...SuggestedHourly payCity National Bank
Irvine, CA1 day ago- ...neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at Follow... ..., visit Follow Allergan Aesthetics on LinkedIn. The Project Manager - Skincare will be responsible for leading the stage gate...Suggested
Allergan
Irvine, CA1 day ago $100.37k - $123.98k
...Assistant Vice President, Portfolio Manager, Sponsor FinanceLocation: Costa MesaWhat You'll DoAs Assistant Vice President- Portfolio Manager, Sponsor Finance, you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...Western Alliance Bank
Costa Mesa, CA2 days ago- ...Portfolio Senior ManagerMechanics Bank is currently searching for a Portfolio Senior Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long-term relationships and working together in person. This role will be working on-site. The Trust...16 hoursWork experience placementWork from homeFlexible hours
Mechanics Bank
Irvine, CA1 day ago $114.91k - $141.95k
Job Title:IT Portfolio ManagerLocation:CA - IrvineWhat you'll do:The IT Portfolio Manager is responsible for supporting portfolio planning, capacity management, financial reporting, and delivery planning activities across assigned IT portfolios. This role partners with...Full time$142.8k - $178.6k
...of our success story; you help shape the future and continue our rich legacy that started back in 1874.Join us as aTerritory Portfolio Manager Your main responsibilities***Open to candidates in Los Angeles or Orange County***The Territory Portfolio Manager reports to the...Local area$102k - $220k
...global impact while having the flexibility to do it in their own way.The Team and Role: Logitech is looking for a dynamic Category Portfolio Manager to manage the comprehensive product lifecycle for the Gaming Accessory portfolio within the North American region. Our new...Full timeWork at officeImmediate startRemote workWork from homeRelocationFlexible hours2 days per week3 days per week- ...including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.... ...Fargo is seeking a Vice President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio of stabilized equity...Full timeWork experience placementWork at office
$120k - $170k
...Portfolio ManagerThe Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands-on portfolio management with leadership...Local areaCerity Partners
Irvine, CA2 days ago$173k - $218k
...Citizens Bank is seeking a Corporate Banking Portfolio Manager II in Irvine, California. You will manage and underwrite complex credit relationships within the Retail Petroleum and Convenience Store sector. The ideal candidate will have over 8 years of relevant experience...Citizens Bank
Irvine, CA1 day ago$100.37k - $123.98k
Western Alliance Bank is hiring an Assistant Vice President, Portfolio Manager in Costa Mesa, CA. This role requires 2+ years of experience in portfolio management, responsible for analyzing and closing complex loans in compliance with banking policies. A Bachelor's degree...- Western Alliance Bank is seeking a Vice President, Portfolio Manager - Mid Market to analyze, structure, underwrite, and coordinate major loans in line with lending policies. You will work with Relationship Managers to monitor credit risks and meet bank goals, while ensuring...
$222.6k - $261k
...Global Chief Digital & Technology Officer , this role leads the Portfolio Strategy & Enablement (PSE) function —serving as the enterprise... ...-offs are transparent and made early Capacity and change are managed sustainably Value is clearly defined and realized This role operates...Immediate startFlexible hoursKFC
Irvine, CA2 days ago$202.5k - $238.2k
...The Director, Portfolio Delivery & PMO is responsible for the governance, operating model, and portfolio coordination required to scale... ...for aligning priorities, sequencing work across markets, managing program-level risks and dependencies, and ensuring initiatives...Yum! Brands
Irvine, CA2 days ago$205k - $240k
...source of strategic growth for PIMCO. As part of our offering we manage quantitative alternative strategies spanning managed futures,... ...premia and quantitative alpha. We are expanding our Quantitative Portfolio Management team and seeking an experienced Quant / PM with...Flexible hoursPIMCO
Newport Beach, CA3 days ago$181.73k - $213.8k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionCorporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for...Full timeLocal area3 days per week- ...class focus contributing to our quant investing platform and portfolio implementation team. The ideal candidate combines deep quant skills... ...fixed income instruments, is highly analytical and collaborative. #J-18808-Ljbffr PIMCO Ltd. - Pacific Investment Management Company
- ...balance, and resources to make a positive impact on the future - including your own.We’re actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA.As a Junior Portfolio Manager, you’ll move Pacific Life, and...Full timeFlexible hours
- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... ...Talent Acquisition.Job SummaryRequisition Number: AVPPO004949Job Category: Credit, Portfolio Management \& Sales SupportSchedule: Full-TimeFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
- Fund Accountant Our Real Estate client is looking to expand their Real Estate business and add a Fund Accountant to their team. This company is one of the leading and most successful owners, operators and investors in the real estate industry. As a Fund Accountant for ...
Regal Executive Search
Irvine, CA3 days ago $21.62 - $25.38 per hour
...to all relevant parties involved in the loan transaction (including brokers, loan officers, processors, escrow officers, Account Managers, and Account Executives) to ensure a seamless loan closing experience Carry out other related tasks as needed. Qualifications: High...Hourly payFull timeTemporary workWork at officeMonday to FridayJMAC Lending
Costa Mesa, CA3 days ago$105.4k - $124k
...every 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 Corporate Banking credit relationships. Grows...Full timeFor contractorsWork experience placementLocal area$117.73k - $138.5k
..., learn new skills and discover what you excel at—all from Day One.Job DescriptionSUMMARYThe Institutional Client Group (ICG) Portfolio Manager partners with Relationship Managers to successfully manage a portfolio of Commercial and Corporate Banking credit relationships...Full timeWork experience placementLocal area3 days per week- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... ...recommend actions as needed.Prepare quarterly risk reviews and portfolio assessments.Evaluate Borrower requests (including amendments,...Full timeWork at officeLocal areaImmediate startFlexible hours
$75k - $125k
...faster, customers trust our professionalism, the company's legal position is protected, and vendors get paid on time. This is risk management, relationship management, and operational excellence in one role, with real room to grow into leadership as the company scales....Full timeFirst National Capital
Irvine, CA27 days ago- ...Credit Analyst to support lending decisions for a diverse client portfolio. You will analyze credit information, assess repayment... ...advanced financial modeling, and collaboration with Relationship Managers to grow the portfolio and optimize returns. Salary is competitive...
Bank of Montreal
Newport Beach, CA4 days ago - Pacific Life is seeking a Junior Portfolio Manager to join the Investment Grade Fixed Income team in Newport Beach, CA. You will support portfolio construction, monitor risk exposures, and contribute to idea generation alongside Portfolio Managers, Traders, and Credit Analysts...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
Related searches