Job Title: Assistant Vice President,Portfolio Manager Location: CA - San Francisco, Spear What you'll do: As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, unde…
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$115k–$140k/yr
Full-time
bachelor degree
Competitive salaries, Ownership stake, Medical insurance, Dental insurance, Time off, 401k matching program
Posted 8d ago
~40 hrs/week
Responsibilities
The Portfolio Manager is responsible for analyzing, structuring, and underwriting complex commercial loans while ensuring compliance with bank policies. They work closely with the Commercial Banker to manage credit risks and coordinate the closing of loans for the bank's portfolio.
Requirements
Candidates must have at least 4 years of experience in portfolio management or a similar field and possess a bachelor's degree. A strong background in commercial credit, loan structuring, and completion of credit analyst training is required.
Full job description
Job Title:
Assistant Vice President,Portfolio Manager
Location:
CA - San Francisco, Spear
What you'll do:
As Assistant Vice President- Portfolio Manager - Commercial 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 II - 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:
4+ years of related experience in Portfolio Management or similar field.
Bachelor's degree or equivalent experience required.
Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
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 $115,435.00 - $140,000.00 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!
About the company:
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.
Offices: 1 E Washington St, Suite 1400, Phoenix, Arizona 85004, US
business bankingspecialty business financingsmall business bankingbusiness escrow servicestreasury management servicesbusiness loans and creditinternational bankingcommercial bankingHOA BankingInnovation banking
Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.
Offices: 1 E Washington St, Suite 1400, Phoenix, Arizona 85004, US
business bankingspecialty business financingsmall business bankingbusiness escrow servicestreasury management servicesbusiness loans and creditinternational bankingcommercial bankingHOA BankingInnovation banking