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Portfolio Manager

Company: Jobot
Location: Novato
Posted on: June 19, 2022

Job Description:

Portfolio Manager - Hybrid - Novato, CAThis Jobot Job is hosted by: Brett TolmieAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.A bit about us:Our client is a well-established and respected bank headquartered in Northern California and for over 30 years now, they have been providing a wide range of banking services including checking, cash management, lending as well as wealth management and trusts for personal, commercial, and small businesses. They pride themselves on their unrivaled commitment to quality, responsiveness, and integrity which is why they have been able to maintain their long-term customer relationships not to mention well above average tenure amongst their employees.Why join us?VACATIONHOLIDAYSHEALTH AND APPOINTMENT TIME401(K) SAVINGS PLANEMPLOYEE STOCK OWNERSHIP PLAN (ESOP)BONUS PROGRAMLONG TERM DISABILITY PLANLIFE INSURANCEFAMILY AND MEDICAL LEAVEEMPLOYEE ASSISTANCE PROGRAM (EAP)TUITION REIMBURSEMENTSKILL BUILDING SEMINARSFREE CHECKING/SAVINGS/DIGITAL BANKINGSUPPLEMENTAL INSURANCEPREMIUM ONLY PLAN (SECTION 125)WEALTH MANAGEMENTEMPLOYEE STOCK PURCHASE PLANJob DetailsCurrently they are looking for a Portfolio Manager who will manage the loan application process and is primarily responsible for the credit analysis, underwriting, documentation and loan closing process forprospects and clients to which they are assigned.Responsibilities:

  • Represent the bank in a positive, courteous, friendly and professional manner at all times, including direct client contact, as well as telephone, email and other methods of communication.
  • Manage the loan process for the lending group from gathering information for loan applicationsthrough underwriting and loan closing.
    • Provide suggestions/feedback to Relationship Managers on most appropriate loan structures.
    • Work with the Credit Analysts to assist in collecting and processing of theinformation for proper underwriting of loan requests.
      • Work with the Credit Administration team to properly underwrite and document new loans.
      • Partner with Regional Manager to gather information from prospects and borrowers.
      • Responsible for past dues, coming due maturities, including gathering updated information and
      • obtaining approval for renewals.
      • Close loan transactions independently when necessary.
      • Draft loan proposals for renewals.
      • Monitor and serve as point person to clear/manage loan exceptions.
      • Monitor DDA deficit balance report to minimize the risk to the bank.
      • Process loan advance/draw requests.
      • Disburse loan funds in compliance with Borrowing Base parameters, loan agreements and other bank funding approval requirements.Requirements:
        • Bachelor's degree (B.A.) from four-year college or university; or equivalent combination ofexperience and/or training.
          • Working knowledge of accounting, financial accounting, and credit analysis.
          • Excellent interpersonal and communication skills, both written and oral.
          • Ability to work with detailed information in an efficient and accurate manner,while meeting established deadlines.
            • Proficient typing and computer skills, particularly in using Microsoft Office Tools, and the Bank'scurrent software system.
              • Excellent organizational and problem solving skills.
              • Motivated individual with the ability to work independently.
              • Ability to work well with customers and co-workers.
              • Ability to analyze and resolve issues making sound judgments.
              • Ability to read, comprehend, and evaluate detailed and complex loan documents.
              • Thorough understanding and familiarity of the bank's loan policies and procedures.
              • Thorough knowledge of regulatory and legal issues encountered in the completion and closing of
              • complex personal and commercial loans.Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Novato , Portfolio Manager, Executive , Novato, California

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