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Portfolio Manager, Sustainable Investment
3 days ago
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Portfolio Manager
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State Teachers' Retirement System Yolo County, CA, United States**This position is eligible for incentive compensation and has a maximum incentive opportunity of **125%** of base salary.** · The CalSTRS Investments Branch is seeking an experienced individual to work as a Portfolio Manager on the Sustainable Investment & Stewardship Strategies ...
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State of California Sacramento, United StatesLooking for a rewarding career in California Healthcare Information Technology (IT)? Each day within the Department of Health Care Services (DHCS), our employees positively impact the lives of millions of California's most vulnerable citizens. The DHCS IT Strategy Services Divisi ...
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MidWestOne Bank Golden Valley, United States Full timeOverview · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops y ...
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portfolio manager
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CalSTRS Yolo County, United StatesJob Description and Duties · This position is eligible for incentive compensation and has a maximum incentive opportunity of 125% of base salary.The CalSTRS Investments Branch is seeking an experienced individual to work as a Portfolio Manager on the Sustainable Investment & Stew ...
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portfolio manager
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State of California Yolo County, United StatesJob Posting: Portfolio Manager, Sustainable Investment & Stewardship Strategies (SISS) · State Teachers' Retirement System · JC Portfolio Manager, Sustainable Investment & Stewardship Strategies (SISS) · PORTFOLIO MANAGER $14, $21,500.00 per Month · Final Filing Date: 5/28/2 ...
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Commercial Lines Assistant Underwriter/csr
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WIAA Insurance Services Sacramento, United StatesWIAA Insurance Services, a well-respected P&C wholesale agency located in Rancho Cordova, is looking for a licensed Commercial Lines Underwriter/CSR. · Job Qualifications: · - 2+ years of commercial lines experience (quoting, servicing, etc.) with preferred market carriers such a ...
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Dealer Relationship Manager
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California Department of Housing and Community Development Sacramento, United States**Job Duties** · Under the general direction of the Staff Services Manager I (Manager I) of the State Grant Management (SGM) Section of the Division of Financial State Assistance (DSFA), the Housing and Community Development Representative (HCDR) II is responsible for all phases ...
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IT Project Manager
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Information Technology Specialist I
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Investment Support Analyst
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Information Technology Specialist I
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Department of Housing & Community Development Sacramento County, CA, United States**HCD values diversity at all levels of the organization and is committed to fostering an environment in which employees from a variety of backgrounds, cultures, and personal experiences are welcomed and can thrive. HCD believes the diversity of our employees and their unique ide ...
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Area Sales Manager
1 week ago
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Commercial Loan Underwriter/Portfolio Manager - Sacramento, United States - The Symicor Group
Description
Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves
We know how to evaluate the very best banking and accounting talent available in the market.
Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The PositionOur client is seeking to fill a Commercial Loan Underwriter/Portfolio Manager role in the Sacramento, CA market.
The successful candidate will be responsible for sound underwriting capacity, depth of experience in a wide variety of loan types and complexities, and the ability to manage a portfolio with limited supervision.
They will also ensure all transactions and processes follow regulatory and company guidelines, policies, and procedures.The position offers a generous salary of up to $120K plus bonus and a full benefits package.
Commercial Loan Underwriter/Portfolio Manager responsibilities include:
Underwriting and originating of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Making appropriate loan structure recommendations.
Reviewing and approving various commercial loans and lines following the bank's credit policy and corresponding banking laws and regulations.
Monitoring the loan portfolio to evaluate the quality of commercial credit.
Analyzing financial data from borrowers for new, renewal, and existing business loans, including financial statements, tax returns, personal financial statements, financial projections, business plans, and information from credit bureaus and other financial institutions.
Analyzing and assigning an appropriate risk rating to each borrower.Assisting in maintaining strong credit quality, including management of payment delinquencies, loan maturities, and ongoing portfolio management functions including financial statement monitoring, risk grade assessments, and covenant testing.
Partnering with Commercial Lenders to gather relevant customer information for analysis, requesting additional information as needed.Preparing thorough, objective, and accurate loan presentations, illustrating the degree of risk involved in extending credit or lending money.
Financial analysis and preparation of loan presentation packets for new credit requests, renewals and annual reviews.
Developing and recommending strategies on existing loans to meet the Bank's credit standards and to minimize loss potential.
Who Are You?
You're someone who wants to influence your own development. You're 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:
Bachelor's degree, preferably in finance or accounting. Master's Degree Preferred.
Seven years or more experience working with commercial credit and underwriting.
A good understanding of lending concepts, practices, and procedures.
Strong computer skills and experience with MS Office products.
Excellent communication skills, both written and verbal.
General understanding of accounting terms and principals.
Ability to read and interpret financial statements to include: Tax returns (individual and business), balance sheet, income statement, cash flow schedules, statement of the owner's equity.
Ability to communicate with senior management, operational and technical staff, and peers.The next step is yours.
Email us your current resume along with the position you are considering to:
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Commercial Loan Underwriter/Portfolio Manager professionals in Sacramento
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Naila Tufail
Management Human Resources
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Pete Vargas
Underwriter