Portfolio Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

East West Bank · 1 day ago

Portfolio Manager

East West Bank is a premier financial institution serving as a bridge between the East and West. The Portfolio Manager will be responsible for underwriting, credit monitoring, and managing a loan/deposit portfolio while ensuring compliance with credit policies and procedures.

BankingFinanceFinancial Services
check
Comp. & Benefits
badNo H1Bnote

Responsibilities

Manages and oversees loan/deposit portfolio for relationship manager/team
Cross-sell deposit, trade, treasury management, foreign exchange, private banking, asset management, and other services to our existing client base as well as prospects
Work with team in reviewing existing credits
Perform other administrative duties required for the maintenance of a portfolio of clients
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 manage the client relationship
Responsible for credit risk and quality of the portfolio
Assist with due diligence/analysis on new client relationships and opportunity memos as appropriate
Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners
May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends
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
May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits
Manage the renewal process by working with the Relationship Manager, the client, and Credit Department
May act as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services
Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace
May perform other duties as assigned

Qualification

Portfolio managementUnderwriting skillsCredit policy knowledgeBanking experienceTreasury products knowledgeClient relationship managementFinancial analysisProblem-solving

Required

Bachelor's degree or combination of education and directly related experience
Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience
Demonstrates strong underwriting and projection skills
Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
Develop problem loan credit solutions
Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company

Company

East West Bank

company-logo
East West Bancorp is a publicly owned company with $22 billion in assets. The Company’s wholly owned subsidiary, East West Bank, is one of

Funding

Current Stage
Public Company
Total Funding
unknown
1999-02-08IPO

Leadership Team

leader-logo
Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
linkedin
leader-logo
Diana Liu
Executive Assistant and Project Manager
linkedin
Company data provided by crunchbase