Portfolio Manager

Irvine, CA 92602 | Direct Hire

Post Date: 07/23/18 Industry or Function: Banking Compensation: $90,000 to $125,000 plus bonus

JOB #: 17101601-FS

KEY WORDS: Banking, Commercial, Portfolio, Credit, Underwriting, Loans

JOB DESCRIPTION: The Portfolio Manager will be responsible for conducting risk management reviews and monitoring the accuracy of client portfolios to establish compliance with loan approval conditions.

Job Duties:
• Collect updated borrower financial information in accordance with periodic reporting requirements and complete scheduled loan reviews.
• Connect with borrowers to coordinate line of credit advances and loan draws.
• Grade loans based on periodic review of financial or other information or data that may prompt a risk grade change.
• Track loans for delinquency and covenant compliance; report any adverse situations.
• Ensure all correspondence and updated information is maintained in credit files (i.e. approvals, financials reporting and documentation related to modifications, extensions, forbearances and waivers, etc.).
• Underwrite all loan extensions, modifications and periodic risk grade reviews for an assigned portfolio of loans.

Salary Range and Bonus Potential:
• $90,000 to $125,000 plus bonus

• Comprehensive Benefit Package


Job Requirements:
• 3-5 years of portfolio management experience
• Spreading and analyzing personal and company financial statements and other documentation relative to monitoring a portfolio of loans.
• Commercial Underwriting
• Managing a portfolio

Educational Requirements:
• Bachelor’s degree in Business Administration


Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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