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West Coast Community Bank · 19 hours ago

Loan Portfolio Manager

Watsonville,CA,US

Full-time

Onsite

Senior Level

7+ years exp

West Coast Community Bank is a top-rated community bank focused on serving the banking needs of businesses and individuals along the Central Coast and Silicon Valley. The Loan Portfolio Manager is responsible for managing the existing loan portfolio, originating and servicing loans, and developing client relationships through proactive outreach. This role requires strong sales experience and the ability to make independent credit decisions.

BankingFinancial Services

Growth Opportunities

Responsibilities

Maintain and develop existing loan portfolio and client relationships to create referral sources and contacts to generate new business

Consult with Chief Lending Officer and Chief Credit Officer when credit proposals are developed and presented to client

Provide information and make detailed presentations to prospects specifying product availability, applying creative solutions to client problems/issues

Gather historical and financial data and develop, or assist in developing, program agreements

May consult with and provide guidance to Chief Lending Officer during due diligence process, as information is gathered on client’s financial status, lending needs, etc

Identify specific business needs of client and determine loan limits by analyzing financial data

Participate in sales events, or industry specific seminars as required

Ensure that all loans within assigned portfolio are performing as expected and any issues are addressed in a timely manner

Qualification

Loan portfolio managementClient relationship managementBusiness developmentSales experienceFinancial analysisCommunication skillsProblem-solving skillsTeam collaboration