Assistant Vice President, Portfolio Manager

About the role

Location: San Francisco - Montgomery

What you'll do

As Assistant Vice President, Portfolio Manager you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified.

You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. As a Portfolio Manager I - Commercial you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.

• Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
• Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
• Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
• Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
• Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

What you'll need

• 2+ years of related experience in Portfolio Management or similar field.
• Bachelor's degree or equivalent experience required.
• Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Entry level to intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
• Intermediate speaking and writing communication skills.

Compensation

Salary range for new hires is generally $100,490.00 - $124,133.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you'll love

We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!