Vice President, Portfolio Management- Innovation Banking
$139.1k - $171.82kAlliance Bank of Arizona
Job Title:Vice President, Portfolio Management- Innovation BankingLocation:CA - San Francisco, SpearWhat you'll do:As Vice President, Portfolio Manager- Innovation Banking you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. As a Portfolio Manager III - Mid Market you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.What you'll need: 6+ years of related experience in Portfolio Management or similar field.Bachelor's degree or equivalent experience required.Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.Intermediate to advanced knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.Advanced speaking and writing communication skills.Compensation: Salary range for new hires is generally $139,095.00 - $171,821.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.Benefits you’ll love:We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email View email address on click.appcast.io or call View phone number on click.appcast.io. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance BancorporationSummaryLocation: San Francisco, CAType: Full time
$192k - $288k
...Business Sales, Professional, Banking & InternationalCompany:... ...and strengthening an effective portfolio;Works with product specialists... ...matter experts to structure innovative and customized solutions that... ...needsWorks closely with Case Manager on the on-boarding and retention...SuggestedFull time- Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products... ...a wide range of disciplines. This includes LOB business management, strategy & innovation, data transformation, client lifecycle management, and...SuggestedFull timeWork experience placementWork at office
$225k - $300k
...Doing In joining Stifel's Venture Banking team, a Managing Director, Syndications is responsible... ...venture-backed companies across the innovation economy.In addition to leading transaction... ..., balance sheet utilization, and portfolio diversification while supporting the...SuggestedFlexible hours- ...Vice President of Employee Experience, Human Resources Technology About... ...Financial Services Banking & Mortgages B2C Specialties... ...and driving long-term innovation. The successful candidate will... ...will lead a team of HR product management and system analysts, set...Suggested
$200k - $300k
...What You'll Be Doing Stifel Fund Banking is the business banking platform within... ...Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning... ...investment banking firm serious about innovation and fresh ideas. Built on a simple...SuggestedFlexible hours- We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Wealth Management team. This role is located... ...client experience.Monitor market developments and industry innovations to apply best practices in portfolio management....WorldwideFlexible hours
$125k - $250k
...provide a global transaction banking platform that is nimble,... ...and simplifying their Cash Management operations. We do so by delivering... ...products across a dedicated portfolio of TMT clients, ranging from... ...leader in digital treasury innovation.Lead Global RFPs: Lead...Full timeTemporary workPart timeShift work- Role SummaryAs a Vice President on the West Region Investment... ...be responsible for managing deal teams, including... ...(including the CIO, portfolio management, asset... ...institutions, offers innovative financial solutions to... ...leader in investment banking, consumer and small business...Work at office
- ...A financial institution is seeking a Vice President of Portfolio Management to oversee major loan transactions and ensure compliance with banking regulations. You will be responsible for analyzing and structuring loans, as well as managing client relationships to assess...
$175.3k - $322.9k
Position Summary Innovation & Delivery Transformation... ...focused on BankingSuite, a managed composable banking platform that helps... ...with Industries, Offering Portfolios, Growth, and Delivery Transformation... ...in the portfolio. The Vice President, Sales Executive role...Local area- ...found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury... ...the non-credit risk for customer portfolio and monitor and enhance profitability... ...oldest financial institutions, offers innovative financial solutions to millions of...
- ...set to help clients manage cross-currency payment... ...closely with Sales, Banking, and Product teams to... ...Product Sales Specialist, Vice President within JPMorgan Chase... ...existing Payments portfolio through targeted... ...institutions, offers innovative financial solutions to...
$200k - $260k
...the forefront of transformation, helping banks navigate the AI super cycle and digital... ...collaborative, high-performance culture that values innovation, agility, and client impact.Shape the... ...with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial...Remote work- ...Executive on the Technology Fintech & Payments Banking team, you will be responsible for... ...Technology Fintech & Payments Banking.The Innovation Economy Technology Banking team is part... ...mindset balanced with the ability to manage risk (credit, operational, and reputational...
$200k - $260k
...power trusted, internet-scale financial innovation. Learn more at circle.com.What you’ll be... ...and execution of Circle's Global Treasury Management offering, enabling corporate treasurers... ...stablecoin infrastructure and global banking network to deliver a capital-efficient treasury...Flexible hours$250k - $275k
...Our Healthcare Investment Banking Group is looking for a Vice President to join our West Coast team based in San... ...The team covers a wide variety of innovative clients in various healthcare and... ...STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our...Temporary work- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...families on building, preserving and managing their wealth. You will use your knowledge... ...oldest financial institutions, offers innovative financial solutions to millions of consumers...Full timeTemporary workWork experience placementLocal area
$128k - $268k
...KeyBanc Capital Markets is seeking to hire a Vice President to join its team. The Vice President... ...-to-day execution of Native American banking and financing mandates as well as... ...development of Associates and Analysts.Managing and executing tasks encompassing comprehensive...Full timeWork at officeFlexible hours$300k - $400k
...fully integrated solutions to manage everything from business... ...00 of the brightest and most innovative people in tech across 27 offices... ...we build the future of global banking. If that sounds like you, let... ...manage risk at the product, portfolio, market, merchant, and entity...Temporary workLocal areaWorldwide- Current Employees of Happen Bank: Please apply via your internal... ..., and a commitment to innovation to help clear the way for millions... ...Partner closely with Model Risk Management to ensure strong governance... ...Experience with consumer credit portfolios and data science/decision...Full timeWork at officeLocal areaRemote workRelocationFlexible hours
- ...are seeking an experienced Vice President to join our industry-leading... ...across the spectrum of our banking products, including mergers... ...projection modelsIdentifying and managing all risks in a given... ...information and to develop innovative solutionsAdaptability, able...
$200k - $225k
...largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futuresand Advanced Clearing... ...Banking team is seekingan accomplished Vice President to join our growing practice at...Local areaFlexible hours- ...highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital... ...projection models Identifying and managing all risks in a given deal Liaising with... ...amounts of information and develop innovative solutions Adaptability, able to...Work experience placement
- ...Investment Banking Vice President We are seeking a highly skilled and experienced Investment... ...projection models Identifying and managing all risks in a given deal Liaising... ...amounts of information and to develop innovative solutions Adaptability, able to manage...Work experience placement
- ...clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business... ...media platforms Manage the non‑credit risk for customer portfolio and monitor and enhance profitability of all assigned...
- ...Morgan offers a pathway to Wealth Management through comprehensive, expert... ...the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner within... ...financial institutions, offers innovative financial solutions to millions...Work at office
$122.4k - $228k
...ServiceBMO is the 8th largest bank in North America and the 4th... ...through business development and management of key client relationships.... ....Manages high-value client portfolios, driving cross-selling,... ...people. By working together, innovating and pushing boundaries, we transform...Full timeContract workPart timeWork experience placementLocal areaShift work- ...Banker in San Francisco to advise clients on capital markets and strategic transactions. The VP will coordinate with Institutional Banking to raise capital, support M&A advisory, and serve as an intermediary in trading, guiding clients through due diligence and deal execution...
- ...strategy planning and cross-sell Citi solutions to major market clients within Institutional Banking. You will partner with Senior Bankers to deliver comprehensive relationship management and strategic financial analyses. Responsibilities include supporting cash management,...
$275k
...Santander is a global leader and innovator in the financial services... ...the full range of Global Banking activities. We provide global... ...Difference You Make We are seeking a Vice President in Investment Banking... ...and Advisory transactions. Manage day-to-day deal processes,...Hourly payFull timeContract workWork experience placementWork at officeShift work
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