Assistant Vice President, Portfolio Manager

Western Alliance Bank•Las Vegas, NV

9d•$73,085 - $85,980

About The Position

As Portfolio Manager I - Business Banking you'll be responsible for managing, retaining and growing a depository portfolio. You will work with Preferred Banking and Treasury Management personnel supporting various client requests. You will be meeting with clients and prospects in the field. You may work closely with Commercial Bankers on coordinating the closing of smaller loans in compliance with the Bank’s lending policies and procedures. You'll assist in attaining established Bank, region, and branch goals through active participation with clients daily. As Portfolio Manager I - Business Banking, you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis. Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees. Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

Requirements

2+ years of related experience in Portfolio Management or similar field
Bachelor's degree or equivalent experience required
Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
Entry level to intermediate knowledge of commercial credit and loan structuring, and pricing dynamics
Credit analyst training completed
Intermediate speaking and writing communication skills

Responsibilities

managing, retaining and growing a depository portfolio
working with Preferred Banking and Treasury Management personnel supporting various client requests
meeting with clients and prospects in the field
working closely with Commercial Bankers on coordinating the closing of smaller loans in compliance with the Bank’s lending policies and procedures
assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations
Interfacing with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis
Gathering and analyzing necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval
Coordinating processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio
Reinforcing superior customer service through your own example along with appropriate follow-through with involved customers and employees
Handling various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio