Banking and Commercial FinanceLos Angeles, California
Portfolio Manager
Currently seeking a Portfolio Manager for the Healthcare Finance specialty lending group responsible for underwriting, credit monitoring and portfolio management. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.
Responsibilities
Responsibilities
- Underwrite, manage and structure commercial lines of credit, real estate, and cash flow leverage transactions according to the Bank establish guidelines and policies
- In depth working knowledge of ABL revolvers including evaluation of borrowing bases, field exams, and collateral monitoring
- Ongoing monitoring of credit/covenant compliance
- Analyze and create financial loan memorandums to generate new loans and modifications
- Manage the renewal process by working with the client and the credit department including increase/amendment/waiver
- Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the credit department, the commercial support staff and other internal business partners
- Ensure compliance with regulatory and credit requirements
- Responsible for credit risk and quality of the portfolio
- Develop problem loan credit solutions
- Ensure the portfolio administration and risk management of each client relationship follows established credit policy, procedures, and business strategy as well as commercial and regulatory guidelines
- Determine the merits of specific loan requests and recommend structure as well as aggressively managing the client relationship
- Assist with due diligence/analysis with new client relationships and opportunity memos as appropriate
- As appropriate assist in the development of junior bankers, credit analysts, and relationship associates
- Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits
- Perform other administrative duties required for the maintenance of a portfolio of clients
- May perform other duties as assigned
Recruiting Team
Reach out to learn more or nominate a qualified candidate.
