Job Description:

We are currently seeking a Financial Portfolio Manager in the Commercial Real Estate Group (CREG) who will be responsible for evaluating, monitoring credit, and managing portfolios consisting of acquisition, value-add/bridge, and construction loans for different asset classes.

Responsibilities:

Collaborate with the RM to organize, evaluate, and manage loans for commercial real estate properties that are not owner-occupied, following the Bank's specified guidelines and policies.
Function as the key liaison between clients, legal representatives, the credit department, and other internal stakeholders while working closely with the Relationship Manager.
Inspecting and preparing preliminary appraisal documents, official loan authorization memorandums, alterations, yearly appraisements, and shifts in risk assessment.
Consistent portfolio management entails monitoring financial reporting, evaluating covenant compliance, and making adjustments to risk ratings when necessary.
Comply with the Bank's regulatory and credit guidelines.
Perform extra administrative duties and unique projects as necessary for client portfolio management.

Qualifications:

The ideal candidate will hold a bachelor's degree or a hybrid of educational background and closely relevant experience.
The desired candidate should have 5-10 years of experience in commercial banking, and at least 2 years of experience specifically managing commercial real estate portfolios.
Expertise in underwriting evaluations, Excel spreadsheet modeling, and refined business writing aptitude.
Attention to detail.
Skill in assessing the financial documentation for individuals, businesses, and funds.
Possesses adeptness in comprehending credit policy and procedures and excels in accurately risk rating loans/credits.
Design interventions to manage delinquent loan accounts.
Demonstrates expertise in treasury practices and derivative products, illustrating the adeptness in marshaling the Bank's resources to offer comprehensive solutions to the company.

Financial Portfolio Manager

Location : San Francisco, CA, 94109