Jobs · Finance · California

Portfolio Manager - Sacramento

California Bank & Trust · Sacramento, CA · 2 mo ago
On-siteFinance$125k–$162k/yrFull-time

Essential Functions

  • Responsible for managing and servicing a portfolio of existing loan relationships.
  • Responsible for expanding and building relationships resulting in excellent customer satisfaction.
  • Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
  • Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  • Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
  • Assists bankers with new and existing loan requests and other special projects.

Qualifications

  • Requires a bachelor's degree in Finance, Business or other related field and 6+ years of banking, relationship management, underwriting and credit experience or other directly related experience.
  • An equivalent combination of education and experience may meet qualifications.
  • Extensive knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
  • Strong working knowledge of banking products, services, policies, procedures and regulations.
  • Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy.
  • Requires excellent customer service, relationship, organizational, analytical and creative problem solving skills.
  • Absolutely must have excellent communications skills, both verbal and written.
  • Knowledge of various software applications including word processing and spreadsheets.

Benefits

  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred

Pay

This position is eligible to earn a base salary in the range of $125,000 - $162,000 annually depending on job-related factors such as level of experience and location.

Schedule

N/A

Similar jobs

Portfolio Manager

Cerity PartnersIrvine, CA· 4 mo ago
Finance$120k–$170k/yrapply on ceritypartners.wd12.myworkdayjobs.com

Portfolio Manager

CengageOhio, United States· 1 wk ago
Finance$77k–$100k/yrapply on cengage.wd5.myworkdayjobs.com

Portfolio Manager

East West BankDiamond Bar, CA· 6 days ago
Finance$71k/yrapply on careers-eastwestbank.icims.com

Portfolio Manager

eCapital Corp.Nashville, TN· 1 wk ago
Finance$75k/yrapply on ecapital.applytojob.com