Portfolio Manager - Irvine, CA
Company: Zions Bancorporation
Location: Irvine
Posted on: March 15, 2023
Job Description:
Associates at California Bank & Trust work in a
relationship-centered culture where they are provided with the
tools, training and opportunities to build the best possible
relationships with our clients and with each other. Our workplace
culture values each associate's unique experiences, background and
perspectives and provides a collaborative environment for all
employees to grow and thrive. As a premier California-focused
financial services company dedicated to serving its communities,
families and businesses (small, mid-sized and large), CB&T has
been active for 70 years and has more than 80 full-service branch
offices across the state. This dedication has helped the bank earn
recognition as a perennial powerhouse in yearly voting for "Best
Bank" and "Best Commercial Bank" from the readers of San Diego
Union-Tribune and Orange County Register. Additionally, as a
division of Zions Bancorporation, the bank has collected multiple
Greenwich Excellence Awards for "Overall Client Satisfaction" in
Small Business & Middle Market Excellence Awards. We are looking
for a seasoned Portfolio Manager in Irvine, CA. This role focuses
on identifying appropriate lending opportunities, soliciting, and
developing all types of business activity, specializing in
commercial loans and participates in the development of overall
commercial loan objectives, policies and practices. Essential
Functions:
- Responsible for managing and servicing a portfolio of existing
loan relationships.
- Responsible for expanding and building relationships with a
high degree of resultant customer satisfaction.
- Responsible for ensuring financial statements are spread and
analyzed, addressing industry risks, monitoring collateral
requirements, loan structuring and pricing, credit analysis,
monitoring credit performance and assisting with loan
presentations.
- Handles reporting on loans such as past dues, documentation and
collateral exceptions, financial performance updates, portfolio
profitability, risk grades, etc.
- Keeps informed of financial and market trends in the portfolio
and analyzes those trends for the effect they will have on the
portfolio.
- Assists bankers with new and existing loan requests and other
special projects.
- Senior level may manage Analysts and Loan Specialists.
- Other duties as assigned. The Ideal Candidate will have the
experience necessary to:
- Requires a bachelor's degree in Finance, Business or other
related field and 2+ years of banking, relationship management,
underwriting and credit experience or other directly related
experience. An equivalent combination of education and experience
may meet qualifications.
- Knowledge of various types of loans, credit analysis, spreading
and analyzing financial statements, risk analysis, credit scoring,
loan documentation, etc.
- Knowledge of banking products, services, policies, procedures
and regulations.
- Solid credit skills in underwriting, financial modeling,
valuations and adherence to policy.
- Requires solid customer service, relationship, organizational,
analytical and creative problem solving skills.
- Ability to meet deadlines.
- Must have solid communications skills, both verbal and
written.
- Knowledge of various software applications including word
processing and spreadsheets. Benefits
Medical, Dental and Vision Insurance
- START DAY ONE! Life and Disability Insurance, Paid Parental Leave
and Adoption Assistance Health Savings (HSA), Flexible Spending
(FSA) and dependent care accountsPaid Training, Paid Time Off (PTO)
and 11 Paid Federal Holidays, and any applicable state
holidays401(k) plan with company match, Profit Sharing, competitive
compensation in line with work experience Mental health benefits
including coaching and therapy sessionsTuition Reimbursement for
qualifying employees enrolled in an accredited degree program
related to the needs of the business, maximum of $5,250 per
calendar year, employees are eligible for the program upon
hireEmployee Ambassador preferred banking products This position is
eligible to earn a base salary in the range of $58,000 to $88,000
annually depending on job-related factors such as level of
experience
Keywords: Zions Bancorporation, Irvine , Portfolio Manager - Irvine, CA, Executive , Irvine, California
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