Director of Portfolio Management

Sunwest Bank•Sandy, UT

About The Position

The Director, Portfolio Management is responsible for the banks enterprise portfolio management process including workflows, underwriting standards, annual reviews etc. This position is required to work closely with the Chief Banking Officer as well as the Chief Credit Officer.

Requirements

4+yearsof Management experience.
5+ years of underwriting experience with or understanding of credit/lending.
BA/BS required with concentration in business or finance preferred or equivalent experience.
Excellent communicator both written and verbally; communicates frequently in a clear, concise manner; able to communicate at all levels of the organization.
Effective leader and solution-based problem solver, who anticipates issues who seeks out and evaluates information collaboratively across impacted areas to develop proactive solutions.
Highly developed organizational skills, with the ability to prioritize and control work environment.
Self-motivated and independent with the ability to make sound decisions both in the management of the team and when approaching technical underwriting scenarios.
Relentless internal and external customer service focus.
Ability to develop and maintain positive working relationships with partners and stakeholders.
Demonstrated ability to lead and motivate a team.
Looks for ways to drive engagement and create development opportunities for the team.

Responsibilities

Manage and lead a team of local Portfolio Managers with dotted line responsibilities over the enterprise portfolio management group.
Work closely with the Chief Banking Officer to assess and allocate workload and relationship assignments.
Serves as a senior level liaison between line of business and credit administration to ensure appropriate portfolio quality, reporting and compliance with bank’s risk appetite
Provide employees with timely, candid, and constructive performance feedback; ensure professional development of team; provide challenging opportunities that enhance career growth recognize and reward employees for accomplishments.
Coach and develop direct reports to contribute to the overall profitability of the portfolio through revenue generation and identifying opportunities to expand existing relationships.
Routinely gathers feedback from the Sales team to ensure the support staff is exceeding expectations and focused on execution and delivery.
Monitor and periodically review work samples of direct reports to provide actionable and constructive feedback
Enhance or develop processes that reduce turnaround time or improve on existing SLAs.
Delegate and monitor the market portfolio and coordinate with credit to complete all renewals or annual reviews within defined deadlines.
Monitor incoming volume and balance pipelines and assignments.
Participate in the underwriting workflow as needed.
Collaborate with Analyst Management Team to create an environment of empowerment, trust, and support.
Responsible for the acquisition, retention, and development of analyst talent.
Formally manages, guides, mentors, and coaches Analysts in both technical and professional skills.
Drive key production metrics in the areas of service level agreements, development, and operational improvements.
Cultivate strong and positive working relationships with cross functional and adjacent teams: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc.
Proactively monitor and manage team's performance to ensure quality credit and avert any potential signs of default. Including the analysis/utilization of management reports, audits, referral reviews, quality check-ins and performance reviews, etc.
Support continuous improvement ideas, suggestions, and initiatives to increase productivity and streamline processes.
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position