Portfolio Manager

Irvine, CA 92602

Posted: 05/25/19 Industry or Function: Banking Job Number: 19051501 - FS Compensation: $95,000 - $105,000 per year (+ 15% bonus potential)

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


Job Duties:

The Portfolio Manager (PM) is responsible for servicing and retaining a loan portfolio, while expanding their existing clients lending and deposit relationships to the Bank.  This will be accomplished through their control and management of loan renewals, new loan requests and as being a trusted advisor on their banking needs.  The PM will also uncover future banking needs by executing on a proactive approach towards deepening and expanding the client relationships within their portfolio. The PM is highly involved in client calls, structuring loan proposals, loan pricing, referring new deposit accounts or Treasury Management products; while developing the Bank’s brand and increasing awareness in the marketplace.  



Comprehensive benefit package

Job Requirements:

  • A minimum of 15 years banking experience with an emphasis in relationship management, portfolio management and
  • commercial lending.
  • A strong background in prospecting for new clients and a demonstrated track record in business development and retention.
  • Proven ability to manage a portfolio of commercial clients to include monitoring loan covenants and structuring loan proposals.
  • Very strong organizational, time management skills, and leadership qualities.
  • Excellent written and verbal communications skills.
  • Ability to self-generate and drive new business with strong presentation skills.
  • Must be a team player, self-starter, flexible, be able to multi-task, work independently, and meet deadlines.
  • Must present a professional image.

Educational Requirements:

BA preferred



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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