Commercial Portfolio Manager - Up To 100K - Los Angeles, CA - Job # 2016

The Symicor Group Los Angeles , CA 90001

Posted 2 weeks ago

The Position

Our client is seeking to fill a Commercial Portfolio Manager role in the Los Angeles, CA area. The candidate will be responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. The selected candidate is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Banks other products and services.

This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.)

Commercial Portfolio Manager responsibilities include:

  • Managing a portfolio of commercial clients to include monitoring loan covenants and structuring loan proposals.
  • Specifically, accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments, and annual reviews.
  • Maintaining and growing existing client relationships, cross-sell Banks other products and services.
  • Reviewing to ensure each credit is properly risk rated based on the Banks risk rating system.
  • Reviewing clients accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
  • Ensuring compliance with Bank, regulatory and credit requirements with an emphasis on excellent customer service while adhering to required timeframes from the client.
  • Proactively looks to expand client base by cultivating referral relationships, target marketing clients/prospects in accordance with the Banks marketing standards.
  • Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships.
  • Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors.
  • Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals.
  • Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews.
  • Preparing loan presentation write-ups for management and loan committee approvals.
  • Ensuring that loans and other assets are appropriately, and timely risk rated in accordance with the Banks loan policy.


Who Are You?

Youre someone who wants to influence your own development. Youre looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Bachelors degree is preferred, or equivalent business experience preferred.
  • Five or more years of loan account relationship management experience, credit underwriting experience, or a combination of both.
  • Must have strong loan portfolio management experience.
  • Strong background in prospecting for new clients and a demonstrated track record in business development.
  • Thorough knowledge of lending regulations and credit/underwriting practices.
  • Must possess previous underwriting experience in the requisite area of commercial lending.
  • Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated the ability to cross-sell such products.
  • Must have extensive knowledge and understanding of the Banks credit policy, risk management, underwriting requirements, and loan servicing.
  • Strong organizational, time management skills, and leadership qualities.
  • Excellent written and oral communication skills.
  • Ability to be a self-starter and demonstrates a strong level of initiative and commitment with a minimum level of supervision.
  • Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions.


This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.)

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Commercial Portfolio Manager - Up To 100K - Los Angeles, CA - Job # 2016

The Symicor Group