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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