Vice President, Portfolio Management Team Leader - Juris Banking Lending

About the role

The Vice President, Portfolio Management Team Leader operates as an extension of senior leadership, driving day-to-day lending team execution and cross-functional collaboration.

Responsibilities

• Manage workflow of portfolio managers and credit analysts.
• Own end-to-end loan execution for your team, including prioritization, resource allocation, and delivery against timelines.
• Drive process improvements and workflow efficiency.
• Serve as the primary escalation point for standard transactions and portfolio risks.
• Partner closely with the sales team to develop new and maintain existing client relationships while ensuring a timely credit process from start to finish.
• Interface with clients in-person, over the phone, and email to assess their credit needs and determine the best structure and items needed for analysis.
• Complete prescreening of loans to quickly assess the Bank’s ability to potentially lend.
• Review work from portfolio managers and credit analysts, including prescreen memos, loan presentations, risk rating reviews, financial analysis, action plans and other common portfolio management requirements, as necessary.
• Supervise a variety of general portfolio management activities, including credit concentration reviews and portfolio optimization, critical analysis of trends and factors impacting various projects.
• Lead and develop a team; responsible for hiring, coaching, performance management, training and development.
• Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.

Requirements

• 8+ years of related experience in Portfolio Management or similar position with advanced knowledge of the underwriting of commercial credits at a bank, including loan structuring.
• Bachelor's degree or equivalent experience required.
• Previous leadership experience required.
• Demonstrate strong analytical and project management skills for a variety of tasks or projects.
• Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Advanced speaking and writing communication skills.
• Ability to deal with difficult problems involving multiple facets, variables in non-standardized situations.

Qualifications

• Strong analytical and project management skills.
• Advanced knowledge of general banking operations.
• Advanced knowledge of applicable regulatory and legal compliance obligations.
• Advanced speaking and writing communication skills.
• Ability to deal with difficult problems involving multiple facets, variables in non-standardized situations.

Skills

• Strong analytical and project management skills.
• Advanced knowledge of general banking operations.
• Advanced knowledge of applicable regulatory and legal compliance obligations.
• Advanced speaking and writing communication skills.
• Ability to deal with difficult problems involving multiple facets, variables in non-standardized situations.

Benefits

• Competitive salary range for new hires is generally $170,000.00 - $212,547.00 for San Diego, CA.
• Salary range for new hires is generally $183,691.00 - $220,105.00 for San Jose, CA.
• Salary range for new hires is generally $183,691.00 - $220,105.00 for New York, NY.
• Annual bonus/incentives earned.
• Restricted stock.
• Medical and dental insurance.
• Time off.
• A great 401k matching program.
• Tuition assistance program.
• An employee volunteer program.
• A wellness program.

Pay

Salary range for new hires is generally $170,000.00 - $212,547.00 for San Diego, CA. Salary range for new hires is generally $183,691.00 - $220,105.00 for San Jose, CA. Salary range for new hires is generally $183,691.00 - $220,105.00 for New York, NY. Salary amount is determined by specific job location.

Schedule

N/A