Senior Portfolio Manager - CBG

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 investment strategies based on their individual needs and risk tolerance; essentially, they aim to maximize returns while minimizing losses for their clients by actively monitoring and adjusting their portfolio composition.

Responsibilities & Duties

• Oversees and manage the loan portfolio ensuring credit quality and timely assessment of credit risks.
• Reviews underwriting and ensures timely process of credit transactions.
• Monitors loan covenants and complies with regulatory requirements and bank policies.
• Meets regularly and seeks opportunities to grow relationship with new/existing customers. Structure loans to meet the customer lending needs within the Bank policy guidelines.
• Oversees a team of staff members including portfolio managers, loan officers, credit analysts, and portfolio servicing group etc.
• Hires and trains staff members through coaching and mentoring.

Job Qualifications/Requirements

Education/Credentials

• Minimum Education Level: Bachelor’s Degree

Prior Experience

• Required: Minimum 10 years of banking experience and 5 years of experience in managerial positions.

Skills

• Required: Ability to analyze and organize financial information and perform complex financial calculations.
• Required: Detailed knowledge of banking regulations and laws, compliance documentation, and reporting requirements.
• Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image.
• Required: Ability to respond effectively to the most sensitive inquiries or customer complaints.
• Required: Ability to make effective and persuasive speeches and presentations on controversial or complex topics.
• Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
• Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form.
• Required: Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
• Required: Organizational ability with strong supervisory and management skills.
• Required: Ability to remain flexible to adapt to changes in the work environment.
• Required: Ability to study and apply new information.
• Required: Ability to take initiative and prioritize tasks; good time-management, problem-solving skills.
• Required: Ability to work accurately with close attention to detail.

The salary range for this full-time position is $190,000.00 - $210,000.00 + bonus + benefits

Salary ranges are determined based on qualifications, level, and location.

Exact compensation may vary based on your skills and experience.

Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.