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Portfolio Manager at Preferred Bank

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Oct, 26

Salary

100000.0

Posted On

03 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Underwriting, Loan Portfolio Management, Commercial Real Estate Lending, Financial Analysis, Risk Rating, Client Relationship Management, Loan Structuring, Loan Pricing, Compliance Tracking, Communication Skills, Leadership, Decision-making, Problem-solving

Industry

Banking

Description

Responsible for underwriting, reviewing, and managing anassigned 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. QUALIFICATIONS: * Bachelor’s degree in business administration or related field preferred. * Minimum 5 years of underwriting experience in lending or relevant Commercial Real Estate lending experience required. * Branch Operations/New Account background a plus. * Excellent communication skills, both verbal and written. * Excellent leadership and decision-making skills. * Strong analytical and problem-solving skills.

Responsibilities

The Portfolio Manager is responsible for underwriting and managing a loan portfolio, including construction and commercial real estate loans. They must handle financial covenant tracking, risk rating determination, and the cultivation of client relationships.