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Commercial Portfolio Manager
Zions Bancorporation
San Diego, CA, United States
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Description
California Bank & Trust is currently seeking well qualified professionals for the role of Commercial Portfolio Manager for their downtown San Diego, CA office. The successful candidate will perform the following essential job duties:
• Manage and service a portfolio of existing loan relationships.
• Expand and build relationships with a high degree of customer satisfaction.
• Ensure financial statements are spread and analyzed; address industry risks, monitor collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and assist with loan presentations.
• Handle reporting on loans such as; past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
• Keep abreast of financial and market trends in the portfolio and analyze those trends for the effect they will have on the portfolio.
• Assist bankers with new and existing loan requests and other special projects.
• May manage Analysts and Loan Specialists.
• Other duties as assigned.
Qualifications
• Requires a bachelor's degree in Finance, Business or other related field and 5+ years of banking, relationship management, underwriting and credit experience or other directly related experience (an equivalent combination of education and experience may meet qualifications).
• Knowledge of various types of; loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
• Knowledge of banking products, services, policies, procedures and regulations.
• Solid credit skills in; underwriting, financial modeling, valuations and adherence to policy.
• Solid; customer service, relationship, organizational, analytical and creative problem solving skills.
• Ability to meet deadlines.
• Solid communications skills, both verbal and written.
• Knowledge of various software applications including word processing and spreadsheets.