Top 13 Portfolio manager Jobs in Rocklin, 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
Commercial Portfolio Manager
River City Bank —Sacramento, CA
- $110,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
Senior Portfolio Manager
Golden 1 Credit Union —Sacramento, CA
- $119,300 - $127,000 a year
- Full-time
- Remote
- 5 years
- Research
- Finance
Quick Apply
1d
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
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
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
SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry
Accenture —Sacramento, CA
- $59,100 - $205,800 a year
- Full-time
- Travel
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
Tax Manager - Partnerships - PE Portfolio Company Tax
Baker Tilly Advisory Group, LP —Rancho Cordova, CA
- $91 an hour
- Full-time
- CPA
- Customer service
- Research
Quick Apply

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Portfolio Manager

BANK OF MARIN -
Rancho Cordova, CA

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Job Details

Full-time
$79,348 - $107,120 a year

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 rocklin, ca

Portfolio Manager

Commercial Portfolio Manager

Senior Portfolio Manager

Aesthetic Business Manager, Portfolio - Sacramento West, CA

INVESTMENT MANAGER, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry

Tax Manager - Partnerships - PE Portfolio Company Tax

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