VP, Portfolio Manager
Location: Tarzana
Posted on: June 23, 2025
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Job Description:
Portfolio Manager (“PM”) is responsible for maintaining and
monitoring existing commercial loan portfolio and work closely with
the Senior Relationship Manager (SRM) who owns the relationship of
these accounts. PM is expected to maintain close contact with these
clients and leverage the relationship to identify and bring in
additional new business opportunities, both in loans and Bank’s
other products and services. PM is expected to provide
“best-in-class” service to these loan clients while following
established Bank’s policies and procedures. ESSENTIAL FUNCTIONS •
Work closely with SRM(s) and Team Managers on the assigned loan
portfolio by monitoring and managing the credit quality of such
portfolio. • Review to ensure each credit is properly risk rated
based on the Bank’s risk rating system. • Maintain and grow
existing client relationships, cross-sell Bank’s other products and
services. • Specifically accountable for credit underwriting and
origination of new credits from the existing client base, portfolio
monitoring, renewals, amendments, and annual reviews. • Work with
designated underwriter, loan assistants and other loan support
staff to prepare the Credit Commitment Report (“CCR”). • Review
clients’ accounts and portfolios in order to identify, evaluate and
determine the appropriate course of action on potential credit
quality issues in order to maximize credit quality and minimize
risk and potential loss to the Bank. • Ensure compliance with Bank,
regulatory and credit requirements with emphasis on best-in-class
customer service while adhering to required timeframes from the
client. QUALIFICATIONS • Education: U.S. College graduate with
major in related fields, strongly preferred. • Experience: • 5-7
years of loan account relationship management experience, credit
underwriting experience or a combination of both. Thorough
knowledge of lending regulations and credit/underwriting practices.
• Must have strong loan portfolio management experience. • Must
possess strong loan negotiation (rates, terms, collateral
requirements) experience. • Must possess previous underwriting
experience in the requisite area of commercial lending. • Must have
extensive knowledge and understanding of Bank’s credit policy, risk
management, underwriting requirements, and loan servicing. • Must
have strong knowledge and understanding of commercial and specialty
group banking products and services and have demonstrated ability
to cross-sell such products. • Skills/Ability: PC proficiency.
Excellent verbal and written communication skills. Bilingual
(English/Mandarin or Cantonese) a plus but not required. Ability to
work well independently to restructure loans and/or lines of
credits. Must be organized and detail oriented and able to
multi-task. Ability to work effectively in a fast paced, high
production and team environment. Excellent time management skills
and be accustomed to working with deadlines. Ability to assume
responsibility and accountability for decision-making. Ability to
communicate effectively with all levels of Bank personnel.
Keywords: , Pico Rivera , VP, Portfolio Manager, Accounting, Auditing , Tarzana, California
