Top 2 Senior portfolio manager Jobs in Santa Rosa, Ca

Senior Portfolio Manager
BANK OF MARIN —Napa, CA
- $132,845 - $185,979 a year
- Full-time
- 7 years
- Office
- Typing
- Health insurance
- Tuition reimbursement
Senior Director, Strategic Planning and Portfolio Management
Keysight Technologies, Inc. —Santa Rosa, CA
- $192,360 - $351,780 a year
- Full-time
- Remote
- Bachelor of Science
- 11+ years
- Continuous improvement
- Health savings account
- Employee stock purchase plan

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Senior Portfolio Manager

BANK OF MARIN -
Napa, CA

Apply Now

Job Details

Full-time
$132,845 - $185,979 a year

Benefits

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

Qualifications

Compliance with loan regulations
Credit risk assessment
Regulatory compliance
Banking analysis in risk and credit
Document review
Financial accounting
Typing
Productivity software
Legal compliance
Industry knowledge of retail banking

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 a Portfolio Manager II to join our Commercial Banking Office in our Napa Redwood office.

The Portfolio Manager II requires to be onsite and

Senior Portfolio Manager to be based on-site in our Napa Redwood office. This position is primarily responsible for managing the loan application process, including the credit analysis, underwriting, documentation and loan closing for prospects and clients to which they are assigned. The Senior 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 Senior Portfolio Manager will provide quality service to clients by independently, directing and assisting with needs and inquiries by phone/in person/ email, will partner with Regional Managers where practical. 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 excellent understanding of most loan types and other related requirements and can independently work to meet those requirements. Monitors current loan portfolio to identify risks and maintain up to date loan files. Has excellent knowledge of all deposit and Treasury Services products, as well as all other services offered to commercial clients. The Senior Portfolio Manager will generally review and/or make larger, more complex loans and may provide guidance to Portfolio Manager I, II and III positions. Works with little supervision while supporting the Commercial Banking Office.

Additional Requirements:

Excellent interpersonal and communication skills, both written and oral.
Excellent knowledge of accounting, financial accounting, and credit analysis.
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 7 - 10 year’s relevant banking experience and/or training; or equivalent combination of education and experience.

The hiring pay range for this position is $132,845 to $185,979. 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

Apply Now

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