Assistant Vice President, Portfolio Manager- Technology And Life Sciences- San Francisco

Comerica San Francisco , CA 94118

Posted 2 months ago

Portfolio Manager II

Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a moderate understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. Coordinates with key internal partners to support servicing of existing customer base.

Position Responsibilities:

Portfolio and Risk Management

  • Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing credit customers. Portfolio to include more complex accounts.

  • Formulates an opinion of whether such relationships continue to be an acceptable risk.

  • Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority.

  • Develops and maintains direct relationships with customers including a calling/contact effort with target of minimum in person contact of 2x per year.

  • Provide oversight and guidance to credit support in underwriting for renewals and reviews.

  • Provide qualitative input for RECAP creation.

  • Works in conjunction with manager to prepare for and present at loan committees and credit quality reviews as applicable.

  • Coordinate with Loan Closers to facilitate closing of renewals or amendments.

  • Adheres to Risk Management policies and guidelines, i.e. regulatory compliance, portfolio and credit quality, and portfolio management.

  • Assists with monitoring existing loans to ensure compliance with terms of loan agreement and recommends corrective action on variances.

  • Identify & resolve operational and credit issues with loans held in portfolio with minimal supervision.

  • Manage all non-loan credit and product risk products for existing clients, incl. treasury (ACH, Business deposit capture, etc.,) approvals and documentation.

  • Management of ad hoc and regulatory reporting within existing portfolio [both internal and external requests.

  • Monitor, track, and assist in the collection of past due loan payments, exceptions, overdrafts, and maturing loans.

  • Provide day-to-day servicing of portfolio including credit risk monitoring.

  • Conducts interviews to develop information concerning the nature of the customer's business, financing or other needs.

  • Moderate understanding of customers under their management.

  • Provide oversight and guidance to credit support in underwriting for renewals and reviews with minimal supervision.

Profitability

  • Identify and close appropriate incremental financial solutions with the goal of retention and expansion (cross sales) with minimal supervision.

  • Retain existing portfolio and associated profitability.

Client Involvement

  • Attends meetings with clients with minimal assistance from GM or RM.

Additional Duties

  • Promotes public bank image by being involved in meaningful community and business development activities, as appropriate.

Position Qualifications:

  • A Bachelor's degree from an accredited university

  • Completion of a Commercial Credit Training Program preferred

  • 3 years of commercial underwriting, credit and/or lending experience

San Francisco 3 Embarcadero8:00am

  • 5:00pm Monday

  • Friday

Position Qualifications:

  • A Bachelor's degree from an accredited university

  • Completion of a Commercial Credit Training Program preferred

  • 3 years of commercial underwriting, credit and/or lending experience

Apply Now

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Equal Employment Opportunity

Comerica is committed to the principles and practice of equal employment opportunity and affirmative action. It is our policy to ensure equal employment opportunity for all applicants without regard to ancestry, race, color, religion, sex, national origin, age, disability, medical condition, protected veteran status, marital status, pregnancy, weight, height, genetic information, sexual orientation, gender identity, gender expression or any other characteristic protected by federal, state or local law. Our affirmative action program is designed to assist Comerica in meeting its equal employment opportunity and affirmative action responsibilities. To ensure a discrimination-free workplace where all individuals are valued, we will not limit ourselves to the requirements of the law but will proactively cultivate an inclusive work environment that values diversity in all its aspects.

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Assistant Vice President, Portfolio Manager- Technology And Life Sciences- San Francisco

Comerica