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Bisnow · 14 hours ago

Portfolio Manager

Los Angeles

Full-time

Onsite

Mid, Senior Level

$100K/yr - $120K/yr

5+ years exp

Bisnow is a U.S.-based commercial bank that offers a broad range of financial services, particularly in international trade and small business lending. They are seeking a Portfolio Manager to manage an assigned portfolio's underwriting quality, portfolio administration, and credit quality while enhancing customer relationships through tailored financial products and services.

Commercial Real EstateNewsPublishingReal Estate

Growth Opportunities

Responsibilities

Responsible for the credit and monitoring of portfolio risks

Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers

Conducts preliminary evaluation and underwriting of loan proposals terms sheets

Contribute to the Team’s overall meeting and/or exceeding the assigned volume/production goals

Identify and recommend changes and enhancements to the Bank’s lending policies and procedures to best serve the current market needs

Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business

Requests all third party appraisals, environmental reports, and ensures all are within compliance

Identify areas of concern pertaining to a loan and discuss with Account officers

Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposals and facilitate the loan approval

Primary contact for coordinating information between client and internal departments in the loan process

Responsible for communication and finalizing loan closing

Responsible for overseeing renewals, document tickler and covenant tracking of loans

Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner

Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner

Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities

Troubleshoot, report, and manage activity on delinquent accounts at the various intervals

Generate and provide requested reports as necessary on Team’s loan portfolio

Participate in team sales calls and attend external events and activities in a business development role

Qualification

Loan UnderwritingCredit AnalysisFinancial Statement AnalysisFormal Credit TrainingMicrosoft Office SuiteTeamwork EthicsCommunication SkillsInterpersonal Skills