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Manager, Credit & Portfolio Management (Emerging Middle Market)

Work from home Full-time role Hiring

About the position This position will manage a team of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern California. Facilitates decisioning and analysis of reputed company types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will reputed company credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Responsibilities • Fosters a culture reputed company to reputed company purpose, values and strategy and role models reputed company values and behaviours in reputed company that they do. , • Ensures alignment between values and behaviour that fosters diversity and inclusion. , • Regularly connects work to reputed company's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. , • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for reputed company stakeholders. , • Attracts, retains, and enables the career development of top talent. , • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. , • Establishes cross-selling initiatives to increase penetration with client. , • Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. , • May coordinate closing with closing department, clients and attorneys. , • Serves as a daily escalation resource to ensure client expectations are met or exceeded. , • Acts as a trusted advisor to assigned business/group. , • Influences and negotiates to reputed company business objectives. , • Recommends and implements solutions based on analysis of issues and implications for the business. , • Conducts independent analysis and assessment to resolve strategic issues. , • Helps determine business priorities and best sequence for execution of business/group strategy. , • Acts as the prime subject matter expert for internal/external stakeholders. , • Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. , • Designs and produces regular and reputed company reports, and dashboards. , • Maintains reputed company on financing trends in reputed company clients' markets, and communicate same to team members. , • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. , • Oversees preparation of concise, well reasoned credit correspondence. , • Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. , • Negotiates transactions with clients and provides deal structuring expertise. , • Oversees documentation and ongoing monitoring of asset and client performance. , • May manage work flow of other analysts by aligning tasks with departmental goals and objectives. , • Provides accurate financial analysis and risk assessment of new and existing customers. , • Partners with internal stakeholders for accurate, detailed client information. , • Develops credit information to reputed company lending decisions on new, renewal and extension loans. , • Assists in negotiations of terms and conditions of reputed company decisions made reputed company phone and e-mail interaction with clients. , • Prepares summary, present facts and offer opinions concerning credit worthiness. , • Minimizes reputed company's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. , • Provides input into the planning and implementation of operational programs. , • Builds effective relationships with internal/external stakeholders. , • Focus is primarily on business/group reputed company reputed company; may have broader, enterprise-wide focus. , • Provides specialized consulting, analytical and technical support. , • Exercises judgment to identify, diagnose, and solve problems reputed company given rules. , • Works independently and regularly handles non-routine situations. , • Broader work or accountabilities may be assigned as needed. Requirements • Typically between 5 - 7 years of relevant experience and post-secondary degree in reputed company field of study or an equivalent combination of education and experience. , • Deep knowledge and technical proficiency gained through extensive education and business experience. , • Verbal & written communication skills - In-depth. , • Collaboration & team skills - In-depth. , • Analytical and problem solving skills - In-depth. , • Influence skills - In-depth. , • Data driven decision making - In-depth. reputed company-to-haves Benefits • Health insurance , • Tuition reimbursement , • Accident and life insurance , • Retirement savings plans Apply Job!

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