Portfolio Manager
Quontic Bank
Job Highlights Title: Portfolio Manager Type: Full Time Experience: 5+ Years Function: Commercial Banking Location: Atlanta, GA, United States Company: East West Bank Company Profile East West Bank (a primary subsidiary of East West Bancorp) provides services in commercial banking, residential lending, private equity, media, entertainment, infrastructure, healthcare, clean energy, technology, manufacturing, commercial real estate, and other sectors. Job Profile The bank is recruiting a Portfolio Manager who will be responsible for underwriting, credit monitoring, and portfolio management of Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross‑selling/referring opportunities of other services as well as monitoring the loan portfolio to ensure performance, accuracy, and risk appetite. Education Level Bachelor’s Degree or combination of education and directly related experience Work Experience 5 plus years of banking experience with direct portfolio management experience Background in Accounting or Finance (preferred) Duties/Responsibilities Analyze and create financial loan write‑ups to generate new loans. Assist in accurately risk rating loans/credits. Assist Relationship Manager in underwriting, managing, and structuring commercial lines, Asset Based lending Line of Credit, Owner Occupied Real Estate, Sponsor Back, and Leverage Buy Out transactions, according to the Bank’s established guidelines and policies. Assist with due diligence/analysis with new client relationships, and opportunity memos as appropriate. Co‑manage the commercial relationships by analyzing financial data to determine the merits of specific loan requests and recommend structure as well as aggressively managing the client relationship. Develop problem loan credit solutions. Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure, and business strategy as well as commercial and regulatory guidelines. Manage the renewal process by working with the Relationship Manager, the client, and the credit department including increase/amendment/waiver. May make presentations on specific loans and participate in the bank’s Loan Approval Process, recommending approval and appropriate structure of credits. Ongoing monitoring of credit/Covenant Compliance. Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff, and other internal business partners. Perform other administrative duties required for the maintenance of a portfolio of clients. Responsible for credit risk and quality of the portfolio. Work with credit analysts in reviewing existing credits.Perform other duties and special projects as needed. Skills/Knowledge/Abilities Demonstrates strong underwriting and projection skills. Excellent interpersonal skills with a focus on quality and integrity. Strong knowledge of Commercial and Industrial Loans including Asset Based transactions, Sponsor Back/Cash Flow loans. Strong understanding of credit policy and procedures and can accurately risk‑rate loans/credits, and evaluate both cash‑flow and collateral‑based loans/credits. Must be proficient in Excel for purposes of financial modeling. Employer’s Statement East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. #J-18808-Ljbffr
$130k - $150k
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...skills and discover what you excel at—all from Day One. Job Description The Commercial Real Estate (CRE) Senior Underwriter manages portfolio risk by ensuring timeliness and accuracy of all credit actions, by providing guidance on credit structure and risk rating...Temporary workWork experience placementWork at officeLocal area3 days per week- ...team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager III supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial, CRE or Middle Market)...Full timeLocal areaRemote workHome office
$62.31k - $90.76k
...CREDIT PORTFOLIO MANAGER (OVERLAND PARK, KS OR AURORA, CO) As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual...Local areaFlexible hours- A nationwide financial institution is seeking a Portfolio Manager II to manage credit and risk for corporate clients. The ideal candidate should have over 10 years of Corporate Banking experience, be proficient in financial analysis and credit structuring, and possess strong...
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$155k - $170k
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- Cooper Lighting Solutions in Atlanta, Georgia, is seeking an experienced credit professional to manage complex loan portfolios. You will independently analyze financial statements and navigate credit scenarios, ensuring adherence to banking policies while facilitating...
- Hillcrest Bank is seeking a Specialty Banking Portfolio Manager III in Atlanta, GA. The role involves managing client relationships, supporting business development efforts, and ensuring compliance with banking regulations. Ideal candidates should have a bachelor’s degree...
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- New Age Technologies in Atlanta, Georgia, is looking for a Corporate Real Estate Transactional Manager to oversee the real estate portfolio across multiple states. This role involves managing lease agreements, negotiating terms, and facilitating property transactions....Full time
- United Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role entails managing discretionary investment portfolios for high-net-worth individuals and institutions, developing investment strategies, and building client relationships...Full time
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- ...leader in Unified Communications, Contact Center, Connectivity, and Managed Services solutions. We help organizations connect people,... ...scope, effort, risk, dependencies, and delivery impact Support portfolio intake, triage, prioritization, and governance processes across...Full timeTemporary workFlexible hours
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