Assistant Vice President, Portfolio Manager
Jobtailor
Analyze, structure, underwrite, and coordinate the closing of major and complex commercial loans Work with the Vice President, Commercial Banker to manage loans and monitor and identify credit risks Participate in underwriting and closing desirable credits to support Bank, region, and branch goals Assure compliance with Bank policies, procedures, and applicable state and federal banking regulations Interface with clients in person, by phone, and by email to assess credit needs and determine financing structures and required analysis Gather and analyze information for financing requests presented with the Relationship Manager to senior management or Loan Committee Coordinate processing of approved loans and ensure compliance with agreements, customer needs, and Bank lending policies Obtain sufficient customer information and documentation Assist with problems related to loan processing and servicing within the Relationship Manager's portfolio Reinforce superior customer service through follow-through with customers and employees Perform underwriting, portfolio management, and portfolio upkeep tasks for new loan requests and existing portfolios Requirements 4+ years of related experience in Portfolio Management or a similar field Bachelor's degree or equivalent experience required Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or commercial banking products and services Intermediate knowledge of regulatory and legal compliance obligations, rules and regulations, industry standards, and practices Intermediate knowledge of commercial credit, loan structuring, and pricing dynamics Completed credit analyst training Intermediate speaking and writing communication skills Core Competencies Demonstrates expertise in commercial loan underwriting, portfolio management, and compliance with banking regulations. Strong ability to analyze credit needs and structure financing solutions while providing superior customer service. Highest-signal resume keywords Commercial Loan Underwriting Portfolio Management Regulatory Compliance Credit Analysis Customer Service ATS Optimization Keywords Hard Skills Loan Structuring Credit Risk Assessment Financial Analysis Loan Administration Treasury Management Commercial Banking Products Credit Pricing Dynamics Regulatory Knowledge Portfolio Upkeep Problem Solving Soft Skills Communication Skills Interpersonal Skills Customer Follow-Through Team Collaboration Analytical Thinking Certifications & Qualifications Credit Analyst Training Industry Keywords Banking Operations Commercial Banking Loan Processing Compliance Obligations State and Federal Regulations #J-18808-Ljbffr Jobtailor
$115.44k - $140k
Job Title:Assistant Vice President,Portfolio ManagerLocation:CA - San Francisco, SpearWhat you'll do:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...SuggestedFull time$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers.... ...-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary... ...advisors.YOUR IMPACTWe are seeking a Vice President to serve as a Lead Portfolio Manager (...SuggestedFull timeTemporary workPart time- ...Assistant Vice President of Leasing Administration About the Company Commercial real estate company managing retail properties and lease administration. Industry Commercial Real Estate Type Privately Held About the Role The Company is seeking an...Suggested
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...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...Full timeWork experience placementWork at officeFlexible hoursShift workDay shift- ...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...Work experience placementWork at officeFlexible hoursShift workDay shift
$162.7k - $220.2k
...growth, and any level of funding. This is why more startups, and over 80% of unicorns, choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible for developing and managing strategic relationships across multiple domains - from...Local areaWorldwideFlexible hours- ...of collaboration, development, and continuous improvement. As a Business Support Manager on the Business Support Management team, you will lead a team of Administrative Assistants and Senior Admins while ensuring efficient, high-quality support for business stakeholders...Work at office
$125k - $250k
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