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

Portfolio Manager

$80k - $100k

Preferred-Bank

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Regular Full-Time Location: Irvine Roosevelt, Irvine, CA, US Salary Range: $80,000.00 to $100,000.00 annually Responsible 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. #J-18808-Ljbffr Preferred-Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Irvine, CA vacancy
  •  ...Portfolio Manager Responsible 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... 
    Suggested

    Preferred Bank

    Irvine, CA
    2 days ago
  • $30 - $35 per hour

     ...Portfolio Manager Founded in 1990, Pacific Rim Capital (PRC) is one of the largest independent equipment leasing companies and payment solutions providers in North America. PRC specializes in financing powered industrial vehicles, transportation fleets, warehouse automation... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Pacific Rim Capital

    Irvine, CA
    1 day ago
  • $91k - $115k

     ...Associate Portfolio Manager, Franchise Finance At Citizens, we’re more than a bank and here you’ll experience new things, create new opportunities, think beyond your role, and make an impact. While in this role, you will oversee effective credit underwriting, credit, and... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Citizens

    Irvine, CA
    1 day 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... 
    Suggested
    Hourly pay

    City National Bank

    Irvine, CA
    1 day ago
  •  ...Job Summary: The Portfolio Manager (PM) is responsible for servicing and retaining a loan portfolio while minimizing the banks credit risk exposure and maximizing client satisfaction. This will be accomplished through their thorough understanding of the Bank’s credit risk... 
    Suggested
    Flexible hours

    CommerceWest Bank

    Irvine, CA
    1 day ago
  • $68.9k - $124.2k

     ...stock purchase plan, 401(k), and access to free, year-round money coaches. That's how we're UNSTOPPABLE for our employees! The Portfolio Manager contributes to T-Mobile's success by leading programs and projects that support digital transformation and enhance customer... 
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Irvine, CA
    3 days ago
  • $120k - $170k

     ...The 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 responsibilities... 
    Local area
    Flexible hours

    Cerity Partners

    Irvine, CA
    9 hours ago
  • $165k - $220k

     ...Mechanics 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 Portfolio Senior Manager... 
    16 hours
    Work experience placement
    Work from home
    Flexible hours

    Mechanics Bank

    Irvine, CA
    1 day ago
  •  ...CommerceWest Bank in Irvine, CA is seeking a Portfolio Manager to oversee a diversified commercial loan portfolio, underwriting new requests, and monitoring credit quality. You will work closely with Commercial Loan Officers, SBA staff, and Treasury Management to expand... 

    CommerceWest Bank

    Irvine, CA
    1 day 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, CA
    1 day 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 hours

    PIMCO

    Newport Beach, CA
    3 days 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 and... 
    Work experience placement
    Work at office
    Local area

    BMO U.S.

    Newport Beach, CA
    1 day ago
  • $70.3k

     ...passionate, take ownership and always do what's right for our clients, p... Show more $142,561.50 yearly Full-time Senior Relationship Manager - Commercial Real Estate.Location: Newport Beach, CA 92660 The Relationship Manager Sr - CRE Specialty manages commercial real... 
    Hourly pay
    Full time
    Part time
    Traineeship
    Immediate start
    Work from home

    Bmo

    Newport Beach, CA
    1 day ago
  • $75k - $85k

     ...Description Job Description Description: Fairgrove Property Management provides industry-leading residential property management...  ...California markets and is rapidly expanding across the West. A Portfolio Manager will oversee the day-to-day operations of 300 - 400... 
    Full time
    Weekend work
    Afternoon shift

    Fairgrove Property Management

    Irvine, CA
    10 days ago
  •  ...Sr. Fund Accountant A privately held investment management firm focused on real estate is seeking an Senior Fund Accountant to support its private equity platform during a peak reporting and audit period. This role will work closely with fund operations, finance leadership... 
    Contract work
    Local area
    Immediate start

    Vaco Recruiter Services

    Irvine, CA
    4 days ago
  •  ...Sr. Fund Accountant A privately held investment management firm focused on real estate is seeking an Senior Fund Accountant to support its private equity platform during a peak reporting and audit period. This role will work closely with fund operations, finance... 
    Contract work
    Work at office
    Local area
    Immediate start

    Vaco

    Irvine, CA
    1 day ago
  • $75k - $85k

     ...position to work remotely in California About Pathway: Pathway is a leading provider of private market portfolio solutions, founded in 1991, and manages over $95 billion in assets across private equity, private credit, and infrastructure mandates. We develop and... 
    Remote work

    Pathway Capital Management

    Irvine, CA
    2 days ago
  • 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, CA
    3 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 pay
    Full time
    Temporary work
    Work at office
    Monday to Friday

    JMAC Lending

    Costa Mesa, CA
    3 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, CA
    4 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:... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Monday to Friday

    JMAC Lending

    Costa Mesa, CA
    1 day ago
  •  ...A global investment management firm in Newport Beach is looking for a Portfolio Manager to join its opportunistic credit team. The role involves identifying, evaluating, underwriting, and managing investments in public and private corporate debt and equity. Candidates... 

    PIMCO

    Newport Beach, CA
    1 day ago
  • $142.8k - $178.6k

     ...success story; you help shape the future and continue our rich legacy that started back in 1874. Join us as a Territory Portfolio Manager Your main responsibilities ***Open to candidates in Los Angeles or Orange County*** The Territory Portfolio Manager... 
    Local area

    Schindler

    Irvine, CA
    1 day ago
  •  ...Cash Management & Deposit Sales Officer Immediate opening for a cash management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash management and deposit business for the bank by following... 
    Immediate start

    MRINetwork

    Irvine, CA
    21 hours ago
  •  ...Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared... 
    Temporary work
    Work experience placement

    U.S. Bank

    Newport Coast, CA
    2 days ago
  • $137.5k - $195k

     ...recognized as an innovator, industry thought leader and trusted advisor to our clients. Overview We are seeking a Portfolio Events & Transitions Manager to join the Transitions team. This team serves as a central operational function overseeing the portfolio event lifecycle... 
    Flexible hours

    PIMCO

    Newport Beach, CA
    2 days ago
  • $120k - $135k

     ...Client Operations ManagerSkip to main content#Client Operations Manager page is loaded## Client Operations ManagerApplylocations:...  ...operational liaison that focuses on oversight and enhancement to the portfolio event process, including onboarding new accounts, terminations,... 
    Flexible hours
    Shift work

    PIMCO Europe

    Newport Beach, CA
    3 days ago
  • $80k - $90k

     ...We Are With a legacy spanning four decades, Action Property Management has become the premier choice for homeowner’s association...  ...knowledge that surpasses our client's expectations. Action seeks a Portfolio Community Manager to join our Orange County team. This is a... 
    Work at office
    Work from home
    Flexible hours
    Afternoon shift
    2 days per week
    1 day per week

    Action Property Management

    Irvine, CA
    13 days ago
  • $28 - $30 per hour

     ...Description Job Description Description: Fairgrove Property Management provides industry-leading residential property management...  ...expanding across the West. Job Summary The Assistant Portfolio Manager will be responsible for end-to-end management of a small... 
    Hourly pay
    Work at office

    Fairgrove Property Management

    Irvine, CA
    22 days ago
  •  ...Fund Accounting Manager Location: 17901 Von Karman Ave, Suite 950 Irvine, CA 92614, US Industry: Accounting / Finance Job Number: 2611 Job Description: Our Real Estate client is seeking to expand their business and add a Fund Accounting Manager to their team. This company... 

    Regal Executive Search

    Irvine, CA
    4 days ago

Do you want to receive more vacancies?

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