Portfolio Manager

Bbcn Bank Los Angeles , CA 90009

Posted 2 months ago

  • Manage the loan portfolio for the Division ensuring credit quality and risks are accurately assessed.

  • Supervise and provide underwriting guidance to loan officers and credit analysts.

  • Review credit memos underwritten by loan officers and credit analysts.

  • Review the loans in accordance with bank's credit policies, product guidelines, and banking regulations.

  • Underwrite larger and complex loans.

  • Maintain constant communications to discuss Division's loan portfolio to determine any potential credit risks with loan officers, relationship manager, portfolio group manager, and credit administration on a regular basis

  • Supervise and provide training/mentoring to lending staff/team and other assistance to the portfolio group manager

  • Investigate and follow-up on significant changes in status of existing customers; meet with customers on a needed basis and outline appropriate bank services and resolve problems as necessary; assist in the organization of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; and recommending suitable streamlining and cost reduction and/or income generation approaches for the division

  • Ensure implementation and compliance to meet lending and other applicable banking requirements

  • Comply with the Bank's security program, including but not limited to:

  • Review and comply with the End-User Computing Agreement

  • Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions.

  • Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.

  • Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer.

  • Ad-hoc projects/assignments

Job Qualifications/Requirements

  • Minimum Education Level: Bachelor's Degree, preferably in accounting/finance or Equivalent experience in related fields

  • Combination of Experience and Education can meet the job requirements: Yes

  • Required: Minimum 7 years of experience in banking and three years in a management position.

  • Required: Ability to analyze and organize financial information and perform complex financial calculations.

  • Required: Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements.

  • Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.

  • Required: Ability to respond effectively to the most sensitive inquiries or customer complaints.

  • Required: Ability to make effective and persuasive speeches and presentations on controversial or complex topics to employees, management, or loan committee.

  • Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.

  • Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

  • Required: Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.

  • Required: Organizational ability with strong supervisory and management skills.

  • Required: Ability to remain flexible in order to adapt to changes in the work environment.

  • Required: Ability to study and apply new information.

  • Required: Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.

  • Required: Ability to work accurately with close attention to detail.

  • Required: Ability to maintain confidentiality of sensitive information.

  • Required: Ability to work with co-workers, customers, and outside agencies professionally and tactfully.

  • Required: Possess a work ethic that includes neatness, punctuality, and accuracy.

  • Required: Exhibit a professional, businesslike appearance and demeanor.

  • Required: Supervise and monitor staff for successful operations and proper customer service.

  • Required: All managers and supervisors are responsible to comply with and enforce the End-user Computing Agreement. They are also responsible for establishing controls that incorporate:

  • Segregation of duties and appropriate supervision

  • Transaction reconciliation

  • Review and clearing of exception items and conditions

  • Review of regularly occurring functions and reports

  • Reporting of discrepancies or differences in operating functions or generated reports

  • Protection and security of equipment, software and confidential data

  • Maintaining adequate environmental controls

  • Monitoring and maintaining control over the use of laptop computers

  • Required: They are also responsible for:

  • Adequate staff training on the appropriate use of systems, handling of diskettes and media, security policies and protection of confidential information.

  • Periodic review of adherence to established security controls

  • Reporting security deficiencies to the Information Security Officer

  • Protection of confidential information and records

  • Ensuring that all critical data is saved on the default server drives assigned to each user for automated backup

Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Portfolio Manager


Posted 1 week ago

VIEW JOBS 8/2/2022 12:00:00 AM 2022-10-31T00:00 Portfolio Manager The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives. Key Responsibilities and Duties * Builds successful investment portfolios informed by market conditions and economic trends. * Recommends portfolio adjustments to grow client's profit based on industry trends identified through market and risk analysis. * Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective. * Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. * Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. * Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. * Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. Qualifications * 5 Years Required; 7 Years Preferred * University (Degree), Preferred Physical Requirements * Physical Requirements: Sedentary Work Preferred Education * University (Degree) Career Level 8IC * CFP or CFA preferred Potential Salary: $125,000.00 USD Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview As a part of TIAA's Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country. COVID-19 Vaccination TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. Tiaa Los Angeles CA

Portfolio Manager

Bbcn Bank