Lending Portfolio Manager

Job Description:

A Portfolio Manager position is currently open within the Commercial Real Estate Group (CREG) which involves evaluating, overseeing credit activities, and managing portfolios that include acquisition, value-add/bridge, and construction loans for all asset types.

Responsibilities:

Aid the RM in structuring, evaluating, and supervising non-owner-occupied commercial real estate loans while adhering to the Bank's established regulations and principles.
Support the Relationship Manager by connecting with clients and legal counsel, bridging the gap between various departments such as credit assessment and commercial support teams.
Assessing and preparing pre-screening notes, official loan approval communications, adjustments, annual appraisals, and revisions to risk classifications.
Continuous portfolio supervision includes tracking financial reports, ensuring compliance with agreements, and reviewing risk ratings to make adjustments when required.
Ensure that all activities follow the Bank's regulations and credit criteria.
Handle miscellaneous administrative duties and specialized initiatives as necessary to manage a client base.

Qualifications:

The position calls for a bachelor's degree or a combination of education and closely related experience.
Candidates with a commercial banking background of 5-10 years, including a minimum of 2 years managing commercial real estate portfolios, are sought after for this position.
Strong underwriting understanding, Excel modeling proficiency, and effective business writing aptitude.
Attention to detail.
Skill in the analysis of personal, corporate, and fund financial statements.
Demonstrates a robust comprehension of credit policy and procedures and excels in accurately rating the risk of loans/credits.
Establish remedies for troubled loan credits.
Shows proficiency in treasury practices and derivative offerings, highlighting the adeptness in leveraging the Bank's resources to offer comprehensive services that meet the company's needs with efficacy.

Lending Portfolio Manager

Location : San Francisco, CA, 94109