Sunwest Bank · 15 hours ago
Senior Portfolio Manager
Sandy, UT
Full-time
Onsite
Senior Level
5+ years expSunwest Bank is seeking a Senior Portfolio Manager to oversee account management functions, focusing on maintaining loan and deposit products tailored to client needs. The role involves cross-selling products, monitoring accounts for risks, and ensuring compliance with banking regulations while fostering strong client relationships.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Monitor accounts to identify potential operations and lending risks and assure proper documentation on accounts
Underwrites and recommends credit action to identified credit authority for approval
Underwrites directly or manages the underwriting process of all loans under one’s responsibility in accordance with the Bank’s policies and procedures
Reviews requests for establishment of new loans and credit lines
Collects and analyzes required financial reporting and related information
Determines the general credit worthiness of a credit request and the merits of the loan request
Compiles all necessary documentation necessary to prepare and draw loan documents
Maintains knowledge of company underwriting and lending guidelines and provides input to guidelines requested
Interfaces with borrowers and borrower’s advisors as necessary
Ensures credit files for all loans under their responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review
Review and sign off on all underwriting conditions in a timely manner. [Subject To items should be signed off by Credit Admin]
Ensures proper pre-funding quality control steps are taken on all loans
Effectively manage the process to ensure loan requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately
Ensures all loans comply with regulatory requirements
Provides frequent communication to all parties involved in transaction in a positive and constructive manner
Provides guidance and training to team members involved in the processing and funding of loans
Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including the following (but not limited to) Bank Secrecy Act, Anti- Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending and all applicable bank and government 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
Identify and attend marketing events necessary to maintain industry/product knowledge for niches represented in the portfolio under management
Source/develop new business relationships consisting of both loan and deposit products
Interfaces with borrowers and borrower’s advisors as necessary
Maintain a general knowledge of cash management and deposit products offered by Bank
Manage and serve a portfolio of mature relationships with an emphasis on client retention, cross-selling and growing the existing portfolio
Work as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery, and responsiveness to client needs
Create and maintain effective relationships with members of the team. Must be able to deliver seamless service to clients when other team members are unavailable. At this level, the individual should possess deep product knowledge and technical expertise in order to originate, structure, and execute large transactions
Maintain a high-level degree of creativity and independence
Requires interaction with branch staff, bank operations, and cash management to support business services and products. May include training, coaching and joint business calls
Delivers excellent customer service both inside and outside the Bank
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
5+ years of related experience and/or training; or equivalent combination of education and experience
Strong 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
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