CRE Portfolio Manager - Irvine - Sunwest Bank

    Sunwest Bank
    Sunwest Bank Irvine

    2 days ago

    Description
    SUMMARY
    With direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to a wide variety of commercial real estate loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects.
    Salary: $150,000-165,000
    ESSENTIAL DUTIES AND RESPONSIBILITIES
    • Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans.
    • Maintains an assigned/delegate loan portfolio as the primary relationship officer.
    • Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns.
    • Prepares of existing and potential borrowers.
    • Recognize and act on customer prospects; cross sell opportunities with existing customers.
    • Make proper referral of loan opportunities to lending personnel.
    • Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.
    • Reviews loan agreement covenants for verification of the borrower's compliance thereto.
    • Accurately prepares financial projections as required.
    • Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.
    • Collects industry information relevant to existing and proposed borrowers using internal & external sources.
    • Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues.
    • Works with clients in regards to past due payments/loan maturities.
    • Conducts trade and reference checks on customers/prospects.
    • Reviews documentation to ensure compliance with Bank policy and procedures.
    ADDITIONAL RESPONSIBILITIES
    • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
    • Demonstrates high level of quality work, attendance and appearance
    • Adheres to all Company Policies & Procedures and Safety Regulations
    • Adheres to local, state and federal laws
    • Understands and complies with all company rules and regulations
    • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
    • Additional duties as assigned as it relates to the position
    SUPERVISORY RESPONSIBILITIES
    This position does not have supervisory responsibilities
    MINIMUM QUALIFICATIONS
    • A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
    • Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow.
    • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
    • Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
    • Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs.
    • Intermediate working knowledge of loan documentation.
    • Must be able to handle a strong volume of work flow from various sources.
    • Ability to maintain confidentiality of all bank and client information.
    COMPETENCIES:
    • Adaptability
    • Communication
    • Decision Making
    • Initiative
    • Innovation
    • Motivator
    • Organization
    • Professionalism
    • Results Orientated
    PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
    • Standing, walking and squatting less than fifty percent of the work shift
    • Required to lift, move and carry up to 40 pounds
    • Ability to read, count and write to accurately complete all documentation and reports
    • Must be able to see, hear and speak in order to communicate with employees and other customers
    • Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
    • Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
    WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
    The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
    Noise levels are considered moderate
    Sunwest Bank Is an Equal Opportunity Employer
    Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
    Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
    Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's "Code of Ethics and Conduct." Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position

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