Portfolio manager jobs in Manhattan Beach, CA - 2,091 jobs

Your new company A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles. This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value. Your new role As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction. You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors. What you'll need to succeed 15+ years of senior-level asset management experience in hospitality, retail, and multifamily Skilled in solving complex operational issues and driving performance Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI Excellent communicator with proven stakeholder management Highly organized with the ability to juggle multiple priorities Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred What you'll get in return Competitive compensation package and benefits Leadership role in one of LA's most prestigious mixed-use developments Direct influence on strategic decisions and long-term asset performance Collaborative environment with high-level stakeholders and ownership What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

The Senior Asset Manager (debt) will play a crucial role in managing and optimizing the portfolio of commercial real estate credit loans. This position requires a deep understanding of commercial real estate finance, covering commercial and multifamily assets. Key Responsibilities Manage and monitor the performance of the commercial real estate loan portfolio, ensuring alignment with company goals and risk parameters Conduct regular portfolio reviews and risk assessments, identifying potential issues and recommending mitigation strategies Collaborate with the underwriting team to evaluate new investment opportunities and their potential impact on the overall portfolio Develop and maintain financial models to analyze portfolio performance and project future outcomes Prepare detailed reports on portfolio performance for senior management and investors Work closely with asset management and origination teams to optimize portfolio returns and manage risk Monitor market trends and regulatory changes that may impact the portfolio or create new opportunities Assist in the development and implementation of portfolio management strategies and policies Qualifications Bachelor's degree in Finance, Real Estate, or related field; MBA or relevant master's degree preferred 7+ years of experience in real estate finance, with a focus on multifamily and commercial real estate sectors Strong exposure of bridge lending and structured finance Excellent analytical and financial modeling skills Fluency in Excel, financial analysis software, and portfolio management tools Strong problem-solving abilities and attention to detail Excellent written and verbal communication skills Ability to work effectively in a fast-paced, team-oriented environment Knowledge of real estate capital markets and investment strategies Familiarity with risk management practices in real estate lending

We are working with a nationwide wholesale distributor serving commercial, industrial, and OEM construction markets. They are looking for a General Manager to oversee their Southern California operations. This location is already well-established but has plenty of room to grow. You'd be stepping into a role where you'll have full P&L ownership, team leadership responsibility, and the freedom to make local decisions, backed by a strong national brand with deep vendor relationships and fabrication capabilities across the U.S. Responsibilities: Full P&L responsibility Hands-on leadership role overseeing sales, operations, and people Direct reports: 2 Inside Sales Reps, 1 Outside Sales Rep, 1 Operations Manager Indirect reports: 1 warehouse staff, 4 drivers Requirements: Live within 30-60 minutes of the branch GM/branch leadership in wholesale distribution or building materials Strong sales leadership focus (pipeline, customers, team development) Building-products experience and insulation experience preferred

Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. QUALIFICATIONS: Bachelor's degree in business administration or related field preferred. Minimum 5 years of underwriting experience in lending. Excellent communication skills, both verbal and written. Excellent leadership and decision-making skills. Strong analytical and problem-solving skills.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. ServiceNow Consulting Manager - Strategic Portfolio Management (SPM) In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. The opportunity You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. Your key responsibilities As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. Lead workstream delivery and ensure effective management of processes and solutions. Track deliverable completion and project status, ensuring alignment with performance objectives. Actively participate in client working sessions, leading workstreams from planning through execution and closure. Skills and attributes for success Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) Ability to build and foster client relationships and demonstrate the value of EY services Excellent business acumen with the ability to make fact-based decisions and resolve conflicts Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs Ability to support pre-sales efforts including creating proposals and estimates Ability to create high quality deliverables and project artifacts To qualify for the role, you must have A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) ServiceNow Certified Implementation Specialist - Strategic Portfolio Management 5+ years of Big 4 or equivalent consulting experience Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization Experience leading teams and supervising others A driver's license valid in the U.S. Ability to travel to meet client needs Ideally, you'll also have ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) ServiceNow Certified Implementation Specialist - ITSM or Data Foundations Performance analytics and reporting experience - certifications are a plus Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) What we look for We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). The individual filling the role will be responsible for manager search, due?diligence, and selection, including the development of risk management assessments and evaluations. The individual will also need to be a proactive spokesperson for the portfolio and manager/fund, comfortable in promoting the funds to clients and prospects alike. S/he will assist in the development of appropriate communication tools, including commentaries and informational sheets and will leverage such tools while pitching the funds. Essential Duties and Responsibilities Fund Manager & Portfolio Management Attribute manager and fund performance and refine ways to minimize underperformance and maximize outperformance relative to return and risk objectives. Apply quantitative techniques and models, coupled with specific market knowledge, to manager selection and risk budgeting. Executes and documents all manager initial and ongoing due?diligence activities and assessments. Proactively contribute to overall portfolio profitability through revenue opportunities and systems and manager selection process enhancements. Provide analytical and qualitative support in alpha research, new manager development, and client needs. Manage all aspects of portfolios including directed changes, corporate actions, and client activity; ensure that portfolios track within established performance expectations. Develops familiarity with various investment related software packages (Bloomberg, Morningstar, etc.) to assist associates and advisors in the appropriate analyses. Investment Committee Actively seeks new opportunities to support Investment Committee members and investment decision making Gains and maintains an understanding of the relevant investment directives, procedures, and policies within the construct of the RIA strategies. Quantifies, analyzes, and continually manages risk, both at an overall fund and at a manager level. Actively participates in and contributes research and perspective to the RIA Investment Committee. Demonstrates a positive attitude, flexibility, support, and effective influence / communication skills in interactions with other RIA functional areas and team members. Client (Advisor) Development and Servicing Develops a deep understanding of RIA's investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects. Develops an overall understanding of RIA's assigned client's investment strategies / products in order to best service the customer. Authorized drafter and reviewer of RIA's communication and marketing pieces related to the managers and portfolios including, but not limited to: Client Pitch Book Manager / Fund Factsheets and Brochures Trade, Market, and Performance Commentaries Supports new business developments by participating/presenting in RIA pitches, new advisor / acquisition welcome and onboarding sessions, and broader market update sessions, as needed. Supports management and client?facing groups in research and ad?hoc requests. Skills / Key Competencies Required Communication Flexibility / Adaptability Attention to Detail / Data Organization Confidentiality / Integrity Project Planning and Execution Minimum Qualifications Bachelor degree in related discipline from an accredited institution. Certified Financial Analyst (CFA) designation required. 5?10 years of experience in managing and selling portfolios. Solid understanding of financial data types, management, and analysis. Ability to employ advanced data handling functions within MS Excel. Extremely strong verbal and written communication skills, comfort with presenting to advisors. Ability to travel up to 35% of the time.

Company Overview: We are a privately owned real estate investment and asset management firm with a diverse portfolio of properties across Los Angeles. We are seeking a highly motivated and organized Portfolio Manager to join our team and assist with managing our growing portfolio. Job Overview: As Portfolio Manager, your main responsibility will be to oversee the day-to-day operations of a portfolio of properties in Los Angeles. You will work closely with Ownership and tenants to ensure that all properties are operating efficiently and effectively. The ideal candidate will have at least 3 years of experience in real estate portfolio management, be highly organized, attentive to detail, and motivated to help grow the portfolio. Responsibilities: Oversee the day-to-day operations of the properties and ensure that they are operating efficiently and effectively Conduct regular property inspections and identify any maintenance or repair needs Coordinate all maintenance requests between tenants and vendors and ensure satisfactory completion Manage tenant relations and ensure that any issues or concerns are addressed in a timely manner Coordinate vacancy prep, advertising, and leasing of vacant units. Work with the Ownership to develop and implement strategies to maximize the value of the portfolio Prepare financial reports and budgets for the properties Monitor and analyze market trends and provide recommendations for the properties Ensure compliance with all legal and regulatory requirements Qualifications: At least 3 years of experience in MULTIFAMILY RESIDENTIAL PORTFOLIO MANAGEMENT Highly organized with great attention to detail Strong analytical and problem-solving skills Excellent communication and interpersonal skills Proficient in Google Workspace, particularly Sheets Knowledge of property management software is a must If you are looking for a challenging and rewarding opportunity to grow your career in real estate portfolio management, we encourage you to apply for this position. We offer a competitive salary and benefits package, as well as opportunities for career advancement within our growing organization. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Ability to Commute: Los Angeles, CA 90010 (Required) Work Location: In person #hc214114

Allstate HOA Management is growing quickly and we need additional team members that want to learn and grow with us. We offer a fast-paced, casual, start-up-type atmosphere where we understand there are other aspects to life than just your career. The number of properties we manage continues to grow so we need to add multiple Community / Portfolio Managers to help us keep up! Job Description Day to day general job responsibilities of a Portfolio Manager: · Communicate with and address needs of the HOA Board of Directors, responding to all Homeowner inquiries and requests in a timely & professional manner. · Execute given directions for maintenance of the property including but not limited to securing vendors, soliciting bids for work, scheduling and coordination of vendor appointments, sending notices to keep the community informed, enforcement of community rules. · Attend periodic evening Board Meetings (you will need your own means of transportation). Assist in the efficiency of the meeting, prepare Board Packets prior to the meeting as requested. · Assist with Board election procedures including the execution of balloting/voting procedures for Special Assessments. · Review and decipher HOA governing documents to clarify homeowner questions and help settle minor disputes between homeowners and the HOA. Qualifications You are: A successful candidate will be a highly organized, detail-oriented, resourceful problem solver. Customer service-oriented with the ability to deal with a wide range of people and personalities. A self-starter attitude is critical to the position. The ability to work in a fast-paced environment and multi-task are essential. Professional written and verbal communication skills are also a must-have. Microsoft Office proficient, experience with CRM a bonus. Additional Information We offer: · Competitive compensation, specifics are based upon the candidate's experience and the size of the portfolio carried. · Medical, Dental, Vision Plans. · 401K matching program · Causal working environment that is positive, energetic, and professional. All your information will be kept confidential according to EEO guidelines.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. California Bank and Trust is looking for a Power Finance Portfolio Manager to work in our El Segundo or Los Angeles, CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships Job Requirements: * Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.). * Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. * The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities * Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability. * May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events. * Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client's needs. * Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise. * Assists senior bankers with the mentoring and training of a team of associates and credit analysts. * Ability to work independently with limited supervision. * Other special projects as assigned. Can also be filled at Portfolio Manager III which requires at least 5 years banking experience. Minimum Job Qualifications: * Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 8+ years of banking experience in relationship management, underwriting, and/or credit/portfolio management. * Experience in project finance, structured finance, and/or commercial real estate finance highly preferred. * Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc. * Advanced knowledge of banking products, services, policies, procedures and regulations. * Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation. * Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills. * Ability to meet deadlines. * Must have excellent communications skills, both verbal and written. * Knowledge of various software applications including Word, Excel, PowerPoint, Moody's Risk Analyst, S&P/Capital IQ, and Teams. Benefits: * Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! * 401(k) plan, competitive compensation in line with work experience. * Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements * Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within * Tuition Reimbursement for qualifying employees * Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $150,000 - $190,000 annually depending on job-related factors such as level of experience.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights. How you'll help move us forward: Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency. Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis. Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight. Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas. Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals. Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration. The experience you bring: Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets. Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts. Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions. Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus. Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus. What makes you stand out: Direct experience within the investment grade credit market You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $181,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job DescriptionActively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist the Commercial Lender by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting. Attend internal sales meetings in support of business development activities. Support the Commercial Lender in client and prospect meetings. Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner. Assist the Commercial Lender by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk. Assist the Commercial Lender by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans. Assist the Commercial Lender by conducting loan closings and monitoring the portfolio Assist the Commercial Lender by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations. Be actively involved in community activities that will promote the bank and/or assist in business development. Job Requirements 5+ years of C&I and CRE loan underwriting/portfolio management experience Bachelor's degree in business, accounting or equivalent training and experience(preferred) Knowledge of commercial credit products, concepts, processes, and functions Knowledge of business management and planning tools, including financial statements and ratios, budgets, inventory and accounts receivable turnover Ability to analyze and interpret financial statements, business reports and legal documents Knowledge of applicable federal/state banking regulations Effective math skills, including ratios, percentages, interest and amortization Good judgment and problem solving skills For further consideration towards this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager to support a large global entertainment client. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. Position is based in Los Angeles, CA and will be onsite daily. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestically from 60% monthly based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience Experience supporting entertainment client COMPENSATION & BENEFITS: Pay rate: $95,000 to $120,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1504930

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide "best-in-class" service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: College graduate with major in related fields. Experience: 7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Join the world's leading global security company! Salary is $100,000 per year Location: Glendale, California Preferred Experience: Executive leadership Media / Studio Background Law enforcement Background Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Executive Leadership experience. Media and Studio security services experience. Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1474788

Commercial Portfolio Manager - To $100K - Los Angeles, CA - Job # 3590Who We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, 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 bank client is seeking to fill a Commercial Portfolio Manager role in the Los Angeles, CA area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank's existing clients.This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank's marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank's loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank's loan policy. 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 is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to:************************

*PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities include: * * Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) * This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. * This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. * This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) * The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. * Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. * CRE portfolio includes a variety of loan products secured or supported by varying asset types. * This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. * Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives. * Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business or related field * Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Advanced experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Advanced analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for leading a team to maximize the value delivered through multiple programs and/or value streams within a small, less complex delivery portfolio. Key responsibilities include managing and developing the team through coaching, mentoring and feedback, aligning strategy, and execution by applying Lean and systems thinking approaches to strategy, investment funding, portfolio operations, and governance. Job expectations include managing the portfolio, ensuring compliance to standards, and driving continuous improvement to operations and governance. Responsibilities: Directs and leads a delivery team aligned to a portfolio and mentors Delivery Leads Manages and improves portfolio operations and governance processes, ensuring risks and roadblocks are escalated and resolved quickly Builds relationships with business and technology executives across multiple organizations, as well as Compliance and Risk Partners with the key stakeholders and leaders to define the vision and creating the portfolio roadmap aligned to strategic goals Provides status updates and reporting for the portfolio to stakeholders and leadership pertaining to the desired outcomes, delivery, risks, issues, and schedule Manages overall portfolio financials, Profit and Loss (P&L), and performance Ensures adherence with Enterprise Change Management standards Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: 10+ years managing programs 5+ years people and program management at BofA Financial management acumen Experience managing in a hybrid Agile/waterfall environment Desired Qualifications: Experience with Consumer Lending/Origination at BofA Skills: Collaboration Influence Result Orientation Risk Management Stakeholder Management Analytical Thinking Business Acumen Data Management Financial Management Solution Delivery Process Agile Practices Architecture DevOps Practices Solution Design Technical Strategy Development Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917) Pay and benefits information Pay range$142,000.00 - $204,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description Property Management Associates is growing and looking for a Portfolio Manager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and grow in a dynamic and exciting place to work that values its employees. Essential Functions include a deep understanding of property operations, financial aspects of multi-family property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation. Job Requirements: Education - B.A/B.S. Undergraduate degree preferred Years of Experience - 5 years of prior supervisory experience with rent control Computer Skills - Proficient in Excel, MS Office Suite (Word, Outlook, Excel), and Yardi Voyager Physical Requirements -Ability to walk properties, climb stairs, bend, lift to 25lbs Valid driver's license and reliable transportation Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting Demonstrated experience in problem identification, analysis, recommendation of options, and development of logical and workable solutions PMA offers a competitive benefits package to full-time employees, including: Medical, Dental, Vision, and Life Insurance with an employer contribution 401(k) with discretionary company contribution after 1 year Short-term & Long-term Disability Critical Illness/Accident/Hospital Indemnity Plans Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time Start the weekend Early (1-hour early Release on Fridays) Pay Range$100,000-$105,000 USD We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level About Property Management Associates Property Management Associates (PMA) is a full service Property Management Company located near Los Angeles, California. PMA has been in business for over 30 years. We specialize in commercial and residential property management, apartments for rent in Los Angeles and greater LA County, and commercial real estate for lease. This, combined with our professional property management services, makes PMA one of the largest property management companies in Southern California. Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. We are also a family oriented company with great opportunities to grow! Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. PMA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by PMA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that PMA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

SUMMARYWith direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to 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. 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 Performs any other duties that may be assigned by warehouse manager 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