Top 14 Portfolio manager Jobs in Folsom Ca

Portfolio Manager
BANK OF MARIN —Rancho Cordova, CA
- $79,348 - $107,120 a year
- Full-time
- Mid-level
- Office
- Typing
- Health insurance
- Tuition reimbursement
8d
Senior Portfolio Manager
Golden 1 Credit Union —Sacramento, CA
- $124,700 - $127,000 a year
- Full-time
- Remote
- 5 years
- Research
- Finance
Quick Apply
14d
Portfolio Manager - Residential
KJAX Property —Roseville, CA
- $78,000 - $110,000 a year
- Weekends as needed
- Clean driving record
- Microsoft Outlook
- Writing skills
- Mileage reimbursement
- Paid holidays
Quick Apply
8d
INVESTMENT MANAGER, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Public Employees Retirement System —Sacramento County, CA
- $15,250.00 - $25,416.67 a month
- Full-time
- Hybrid work
- Background check
- Office
- Mentoring
- Free parking
- Opportunities for advancement
Business Banking Portfolio Manager - Sacramento/Fresno/Modesto
U.S. Bank National Association —Sacramento, CA
- $111,095 - $130,700 a year
- Full-time
- 5 years
- Data analysis skills
- Office
- Paid holidays
- Disability insurance
1d
Commercial Portfolio Manager
River City Bank —Sacramento, CA
- $110,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM
Public Employees Retirement System —Sacramento County, CA
- $10,937.50 - $18,229.17 a month
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Free parking
- Opportunities for advancement
Aesthetic Business Manager, Portfolio - Sacramento West, CA
Galderma —Sacramento, CA
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- 2 years
- Health insurance
- Paid time off
SAP Enterprise Portfolio & Project Management (EPPM) Manager
Accenture —Sacramento, CA
- $59,100 - $205,800 a year
- Full-time
- 5 years
- Travel
- Mentoring
- Paid holidays
- Disability insurance
5d
Tax Manager - Partnerships - PE Portfolio Company Tax
Baker Tilly Advisory Group, LP —Rancho Cordova, CA
- $91 an hour
- Full-time
- CPA
- Research
- Master's degree
Quick Apply
Portfolio Product Manager
Amphenol CIT —United States
- $140,000 - $180,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Engineering
- Health savings account
- Paid holidays
Quick Apply

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Entry Level - Wealth Management Associate
Equitable Advisors —Folsom, CA
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Manager, Technology Portfolio Planning and Management
AEP Service Corporation —Columbus, OH
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Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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portfolio manager jobs near folsom ca

Portfolio Manager

BANK OF MARIN -
Rancho Cordova, CA

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Job Details

Full-time
$79,348 - $107,120 a year
8 days ago

Benefits

Health insurance
Tuition reimbursement
Employee stock ownership plan
Opportunities for advancement
Retirement plan

Qualifications

Compliance with loan regulations
Credit risk assessment
Banking analysis in risk and credit
Compliance documentation
Financial accounting
Typing
Productivity software
Regulatory compliance analysis

Full Job Description

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking an on-site Portfolio Manager to join our Commercial Banking Office in our Rancho Cordova office.

This position partners with the Relationship Managers to manage the loan application process and is primarily responsible for the credit analysis, underwriting, documentation and loan closing process for prospects and clients to which they are assigned. The Portfolio Manager may be asked to perform senior credit analyst responsibilities in support of the Commercial Banking Officer’s overall needs. The Portfolio Manager is also responsible for ensuring their assigned loan portfolio is properly risk graded, in compliance with loan agreements/approvals and potential risks are identified and addressed. The Portfolio Manager will partner with the Regional Manager to provide quality service to clients by directing and assisting with needs and inquiries by phone/in person/email. Gathers information for new loan requests, coordinates with Credit Analysts on loan package preparation and proposals, works with credit administration to properly document loans and closes loans with borrowers when needed. Has an understanding of loan types appropriate to this level, and other related requirements, and can independently work to meet those requirements with some assistance from the Group Manager, other Portfolio Managers and the Regional Manager. Monitors current loan portfolio to identify risks and maintain up to date loan files. Has knowledge of all deposit and Treasury Services products, as well as all other services offered to commercial clients. Works under moderate supervision while supporting the Commercial Banking Office.

Additional Requirements:

Working knowledge of accounting, financial accounting, and credit analysis.
Excellent interpersonal and communication skills, both written and oral.
Ability to work with detailed information in an efficient and accurate manner, while meeting established deadlines.
Proficient typing and computer skills, particularly in using Microsoft Office Tools, and the Bank’s current software system.
Excellent organizational and problem-solving skills.
Motivated individual with the ability to work independently.
Ability to work well with customers and co-workers.
Ability to analyze and resolve issues making sound judgments.
Ability to read, comprehend, and evaluate detailed and complex loan documents.
Thorough understanding and familiarity of the bank’s loan policies and procedures.
Thorough knowledge of regulatory and legal issues encountered in the completion and closing of complex personal and commercial loans

Professional / Educational Experience:

Bachelor’s degree (B.A.) from four-year college or university in a related field and minimum 2 - 4 year’s relevant banking experience and/or training; or equivalent combination of education and experience.

The hiring pay range for this position is $79,348 to $107,120. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

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Refine Your Search

portfolio manager jobs in folsom ca

Portfolio Manager

Senior Portfolio Manager

Portfolio Manager - Residential

INVESTMENT MANAGER, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

Business Banking Portfolio Manager - Sacramento/Fresno/Modesto

Commercial Portfolio Manager

ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

Aesthetic Business Manager, Portfolio - Sacramento West, CA

SAP Enterprise Portfolio & Project Management (EPPM) Manager

Tax Manager - Partnerships - PE Portfolio Company Tax

Portfolio Product Manager

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