Portfolio Manager

Preferred Bank • Irvine, CA

43d • $80,000 - $100,000

About The Position

Responsible for underwriting, reviewing, and managing an assigned loan portfolio while providing support to the relationship managers/loan team in obtaining information and preparing required forms to document, close, disburse and maintain loans (Construction, Commercial including Lines of Credit, CRE) in portfolio. Timely update of financial covenant/compliance tracking ("Ticklers") for financial statements, operating statements, tax returns, rent rolls, and insurance while uploading all application documents to the Bank's archives platform ("Synergy"). In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.

Requirements

• Minimum 5 years of underwriting experience in lending or relevant Commercial Real Estate lending experience required.
• Excellent communication skills, both verbal and written.
• Excellent leadership and decision-making skills.
• Strong analytical and problem-solving skills.

Nice To Haves

• Branch Operations/New Account background a plus.

Responsibilities

• Underwriting, reviewing, and managing an assigned loan portfolio.
• Providing support to relationship managers/loan team in obtaining information and preparing required forms to document, close, disburse and maintain loans (Construction, Commercial including Lines of Credit, CRE) in portfolio.
• Timely update of financial covenant/compliance tracking ("Ticklers") for financial statements, operating statements, tax returns, rent rolls, and insurance.
• Uploading all application documents to the Bank's archives platform ("Synergy").
• Structuring, pricing, and cultivating current and new client relationships.
• Determining appropriate risk rating, both qualitative and quantitative based on performance during the review time period and comparing it against bank's credit guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level