Sunwest Bank · 1 day ago
Portfolio Manager
Denver, CO
Full-time
Onsite
Entry, Mid Level
1+ years expSunwest Bank is seeking a Portfolio Manager to support Relationship Managers in developing and analyzing credit information for a variety of loans. The role involves preparing credit authorizations, conducting financial analyses, and maintaining loan portfolios while ensuring compliance with bank policies and procedures.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans
Maintains an assigned/delegate loan portfolio as the primary relationship officer
Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns
Prepares of existing and potential borrowers
Recognize and act on customer prospects; cross sell opportunities with existing customers
Make proper referral of loan opportunities to lending personnel
Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis
Reviews loan agreement covenants for verification of the borrower’s compliance thereto
Accurately prepares financial projections as required
Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process
Collects industry information relevant to existing and proposed borrowers using internal & external sources
Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues
Works with clients in regards to past due payments/loan maturities
Conducts trade and reference checks on customers/prospects
Reviews documentation to ensure compliance with Bank policy and procedures
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA
Additional duties as assigned as it relates to the position
Qualification
Required
A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to define problems, collect data, establish facts and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs
Intermediate working knowledge of loan documentation
Must be able to handle a strong volume of work flow from various sources
Ability to maintain confidentiality of all bank and client information
Company
Sunwest Bank
Built For Entrepreneurs By Entrepreneurs. Banking as a Service, Business Banking, Commercial and Specialty Lending, SelfcareHSA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Rindone
Chief Financial Officer
Jason Watson
SVP Utah Regional President - South
Recent News
2025-12-04
2025-10-02
2025-09-30
Company data provided by crunchbase