- Proactively manages existing commercial relationships that can include new business opportunities, credit renewals, accurate risk ratings as well as covenant monitoring and reporting. Actively involved in instilling and maintaining a positive sales environment through education of the Banks products and services; investigates and follows up on significant changes in status of existing customers; focus on quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary.
- Establishes, and negotiates where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements.
- Develops a deep understanding of non-credit products, leads the engagement with clients and prospects to uncover opportunities and appropriate solutions to help the clients more efficiently manage cash flow.
- Performs all required portfolio management responsibilities, including but not limited to monitoring of customers financial reporting requirement and compliance with covenants.
- Stays current on all compliance training and adheres to the banks commitment to abide by all Know Your Customer expectations and Bank Secrecy Act regulations.
- Seeks to be a trusted advisor by maintaining current knowledge on the customers business and industry.
- Develops materials for and makes loan presentations to Credit Administration and Sr. Loan Committee, where required.
- Serves as a contact for non-borrowing and borrowing clients for matters relating to other Bank services, including Work Perks, personal and private banking.
- Counsels with and assists in the training and development of Banking Officers, Loan Coordinators and Credit Analysts.
- Completes special projects as assigned by manager.
- Bachelors Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.
- Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs.
- Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment.
- Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.
- 3-5 years of experience as a Credit Analyst or the equivalent. Must have good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a desire to proactively engage with existing relationships.
- Paid time off for vacation, sick days and holidays
- Health insurance
- Stock options
- Bonus programs
- Generous 7% 401(k) employer matching*
- Paid Parental Leave
- Life and AD&D insurance
- Long-term disability
- Tuition Reimbursement
- Employee assistance programs
- Pre-tax health and dependent-care spending plans
-
Manager, Portfolio Management
3 weeks ago
Lululemon athletica Seattle, United Stateswho we arelululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, conne ...
-
Portfolio Manager
4 weeks ago
Commercial Fire Protection, Inc. Seattle, United StatesJob Description · Job DescriptionSalary: · JOB TITLE: Portfolio Manager · LOCATION: Seattle Area · DEPARTMENT: PNW Operations · REPORTS TO: President · FLSA Category: Exempt · ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to ...
-
Associate Portfolio Manager
3 weeks ago
Parametricportfolio Seattle, United StatesABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide incl ...
-
Manager, Portfolio Management
5 days ago
Lululemon athletica Seattle, United Stateswho we are · lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, co ...
-
Manager, Portfolio Management
1 week ago
lululemon Seattle, United States& Requirements · who we are · lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in ...
-
Manager, Portfolio Planning
1 week ago
Disney Experiences Seattle, United StatesWe Power the Magic" That's our motto at Disney Experiences Technology & Digital. Our team builds world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, an ...
-
Manager Portfolio Investments
1 day ago
Weyerhaeuser Seattle, United StatesThe Manager, Portfolio Investments is part of the Portfolio Strategy and Investments team within Weyerhaeuser's Corporate Development organization. This team, with diverse backgrounds in forestry, economics, corporate finance, investment banking, geo Portfolio, Manager, Investmen ...
-
Assistant Portfolio Manager
3 weeks ago
Invitation Homes Seattle, United StatesWho We Are Invitation Homes is a team of more than 1,400 associates who come from all walks of life. We call different communities home. But our shared values bind us together. Invitation Homes is a place where possibility lives. The market teams include our Leasing, Property Man ...
-
HOA Portfolio Manager
1 day ago
Classified Company Seattle, United StatesJob Description · Job DescriptionHOA Portfolio Manager · Our office is seeking a talented and experienced HOA Portfolio Manager to join our team. This role offers a unique opportunity for personal growth and development. The HOA Portfolio Manager will interact with internal and e ...
-
Assistant Portfolio Manager
2 weeks ago
Plymouth Housing Seattle, United StatesJOB SUMMARY · The Assistant Portfolio Manager (APM) is part of an offsite property management (PM) team that services Plymouth's properties and ensures they are maintained to meet residents' needs. The APM supports the Portfolio Manager in overseeing a portfolio of two to three ...
-
Manager Portfolio Investments
2 days ago
The Ladders Seattle, United StatesThe Manager, Portfolio Investments is part of the Portfolio Strategy and Investments team within Weyerhaeuser's Corporate Development organization. This team, with diverse backgrounds in forestry, economics, corporate finance, investment banking, geographic information systems, a ...
-
Associate Portfolio Manager
3 days ago
County of King Washington Seattle, United StatesOur current opening is for an Associate Portfolio Manager to join our investment team. We are looking for a team member that can use their investment knowledge and financial industry experience to perform highly specialized financial analysis to supp Portfolio Manager, Associate, ...
-
Associate Portfolio Manager
16 hours ago
King County Seattle, United StatesSalary: $127, $161,595.20 Annually · Location : Seattle, WA · Job Type: Career Service, Full Time, 40 hrs/week · Job Number: 2024-LC22049 · Department: DES - Executive Services · Division: FBOD-Finance & Business Ops · Opening Date: 06/10/2024 · Closing Date: 7/7/2024 12:0 ...
-
Associate Portfolio Manager
5 days ago
Morgan Stanley Seattle, United StatesABOUT MORGAN STANLEY · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide ...
-
Sr. Client Portfolio Manager
2 weeks ago
Washington Trust Bank Seattle, United States· Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. · Essential Functions: · Handles all inve ...
-
Portfolio Manager, Commerce Integrity
3 days ago
META Seattle, United StatesMeta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps and services like Messenger, Instagram, and WhatsApp further ...
-
Portfolio Management Specialist
11 hours ago
Northwest Bank Bellevue, United States Full timeThe Portfolio Management Specialist is responsible for providing administrative support within the portfolio management function including general filing, scanning, imaging, copying of materials for distribution to related departments and Northwest's imaging system while tracking ...
-
Assistant Portfolio Manager
1 week ago
Plymouth Housing Seattle, United StatesJob Description · Job Description · JOB SUMMARY · The Assistant Portfolio Manager (APM) is part of an offsite property management (PM) team that services Plymouth's properties and ensures they are maintained to meet residents' needs. The APM supports the Portfolio Manager in ov ...
-
Assistant Portfolio Manager
1 week ago
Plymouth Housing Seattle, United StatesSALARY · $76,500 to $85,100 · FIND OUT ABOUT THIS ROLE AND OUR MISSION TO CREATE POSITIVE CHANGE · The Assistant Portfolio Manager (APM) is part of an offsite property management (PM) team that services Plymouth's properties and ensures they are maintained to meet residents' ...
-
Sound Transit Seattle, United StatesSalary range is $160k to $280k, with a midpoint of $215k.New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market. · Sound Transit also offers a competitive benefits package with a wide range of o ...
Commercial Portfolio Manager - Seattle, United States - WaFd Bank
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Min:
USD $100,000.00/Yr.
Max:
USD $140,000.00/Yr.
Job Summary:
A Commercial Portfolio Manager (CPM) is responsible for managing existing commercial bank relationships, which includes the sale and underwriting of credit and non-credit products offered within the commercial bank. While the CPM is not expected to source new business from prospects, they are welcome to do so under the guidance of the Division Manager or Director. CPMs shall possess outstanding customer service skills as well as strong credit underwriting skills. CPMs will be expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with the guidance of Credit Administration and the Division Manager or Director. CPMs works closely with Treasury Relationship Management (TRM) colleagues to grow and service the non-credit needs of commercial clients. This position will develop and manage commercial relationships which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk.
WaFd Bank (the Bank) is proud of the high value that we all place on simply being nice when serving our co-workers and clients.
KEY FUNCTIONS:
Education/Skills/Training:
Experience:
At WaFd Bank you get all of these great benefits
WaFd Bank Benefits Summary - Click here for more information
EEO Statement:We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
Pay Transparency Nondiscrimination Provision - click here for more information
CCPA Notice at Collection for CA Employees and Applicants