Portfolio Manager

East West Bank • Santa Clara, CA

3d • $75,000 - $150,000

About The Position

East West Bank is currently seeking a Relationship Manager. This individual will work with the SVP and other relationship team members in sourcing new business, structuring and underwriting loans, and managing relationships with a variety of private capital firms. Main differentiating factor as seniority increases is the “consultative” approach this RM demonstrates when dealing with their clients. This position handles needs for a wide array of borrowers with different credit structures and depository requirements. Must have experience in selling loans.

Requirements

• 5-10 years of relevant experience, to include progressive selling opportunities.
• Good understanding of financial institution departments and activities.
• Demonstrate great customer service via phone and email
• High energy level and ability to sell to customers' needs.
• Ability to close, prospect and have sales planning
• Good communication and organizational skills.
• Applicants must have legal authorization to work in the United States.
• We do not offer visa sponsorship at this time.

Responsibilities

• Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
• As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship
• Responsible for credit risk and quality of the portfolio.
• Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
• Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
• May assume overall responsibility for the credit quality of the loan portfolio.
• Make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
• May performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed