Portfolio manager jobs in Whittier, CA - 2,197 jobs

BOC - 3 MacArthur 3 Macarthur Pl Santa Ana, CA 92707, USA Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. HOW YOU'LL MAKE A DIFFERENCE Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third-party reports such as property appraisals. In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. Recommends credit actions by preparing the Credit Approval Report (“CAR”) which is submitted to Credit Administration for final decisioning. Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. May make joint customer calls with RM to assess client's needs, business, and management team. Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on‑line, and on time. Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. Completes Problem Loan Status Reports (PLSRs) with guidance from manager. Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. WHAT YOU'LL BRING Bachelor's degree in accounting, finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. Intermediate/Financial Accounting 1 and 2 needed. Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti‑Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Working knowledge of the Bank's Loan Policies and Standards. Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Effective organizational and time management skills. Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. Ability to comprehend and explain financial calculations and pricing alternatives. Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. Ability to deal with complex difficult problems involving multiple facets and variables in non‑standardized situations. Ability to work with little to no supervision while performing duties. HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Project Development Manager- Asset Management- $189,000 to $200,000 + Benefits- Los Angeles, CA The Role Do you have a proven record managing complex capital projects from early planning through to delivery? Are you ready to lead programmes that improve schools and public facilities, not just add another project to your CV? If so, we have an exciting opportunity for you. We are seeking an experienced Project Development Manager to oversee the planning and early delivery stages of major education and public sector projects in Los Angeles. This is a senior role with real influence, wide scope and visible outcomes. As a Project Development Manager, you will guide multiple new build and modernisation projects through pre-construction and development phases. You will balance scope, schedule and budget while working closely with internal teams, design professionals, public agencies and community stakeholders. This position offers variety, challenge and the satisfaction of seeing projects move from concept to reality, all while improving spaces used by thousands of people every day. If you want your next role to offer scale, stability and genuine impact, apply now and help shape facilities that serve communities for generations. Key Responsibilities: Plan and coordinate pre-construction activities for new and modernised facilities. Manage scope, schedules and budgets across several projects. Resolve complex planning, design and construction issues. Lead and oversee Assistant Facility Development Managers and Design Managers. Track progress and report on budgets, risks and programme status. Review planning, design and construction progress at each development stage. Coordinate with utility providers and government agencies. Support contract planning, bids and consultant appointments. Review consultant scopes, fees and payment applications. Provide direction on schedules, cost control, quality and dispute resolution. Work closely with environmental health, safety, inspection and site teams. The Company At PMCS Group, Inc., we've built our reputation on over 70 years of combined industry experience and a team of 130+ professionals with deep expertise in construction, engineering, architecture, and inspection. We don't just manage projects-we deliver them to the highest standard, on time and within budget. We're proud to partner with clients such as the Los Angeles Unified School District (LAUSD), Los Angeles Community College District (LACCD), California State University (CSU) campuses, and other public agencies. Our work has a direct impact on communities, improving educational facilities and public infrastructure across California. The Benefits PTO: 120 hours annually (vacation/sick time), accrual starts on day one, available after 30 days. Holidays: 8 paid holidays per year, including New Year's Day, Thanksgiving, and Christmas. Insurance: 100% coverage for employee's Medical, Dental, and Vision, with additional costs for dependents and enhanced plans (Kaiser and Anthem Blue Cross options). 401(k) Savings Plan: 100% match up to 3%, plus 50% of the next 2% (fully vested immediately). Professional Development: Up to $1,000 annually for license/certification renewals and qualifying education. Parking: Parking provided, up to $100/month if applicable. The Person At least 10 years' experience managing capital projects. Background in public sector or education projects is preferred. Degree in architecture, engineering or construction management. Experience with planning approvals, agency coordination and BIM. Confident communicator with strong written and verbal skills. Professional registration or certification is advantageous.

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

The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment. When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life! How You'll Make a Difference The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives. Assists in the preparation and approval process of property operating budgets. Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners. Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts. Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance. Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc). Special projects relating to increasing revenues and reducing expenses across the portfolio. Assists in the due diligence and underwriting of potential acquisitions. Helps ensure articulation and consistency of company image and position within all internal and external communications. Serves as point of contact with capital partners and owners regarding performance of assets. Coordinates with CapEx team regarding project budgets and return on investment analyses. Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments. Coordinates with BizDev team regarding projecting operating expenses for management proformas. Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets. Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform. What Makes this Opportunity Awesome $70,000-$80,000 per year + Bonus Make a difference and have a positive impact. Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities. Contribute creatively to the organization's success by generating new and useful ideas. About You Education: BA/BS in related field preferred or equivalent experience Experience: 2-5 years of real estate asset management experience preferred Excellent communication skills (verbal and written) including active listening Relationship skills : ability to develop and sustain cooperative working relationships - both internal and external. Organizational skills/Multi-tasking : Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level. Proven skills in contributing to the development of company objectives and achieving desired goals. Strong accountability combined with strong work ethic and enthusiasm for teamwork Energetic self-starter with an ability to thrive in a fast pace environment. Intrapersonal: A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious. Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications, Zoom, Gmail, Microsoft Teams The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us! Additional Perks for eligible employees: WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities. The William Warren Group and StorQuest say NO to drugs Equal Employment Opportunity WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status. To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers

A leading public accounting firm in Torrance, CA, seeks an Audit Senior Manager to lead assurance engagements and manage teams. This role involves mentoring staff, delivering high-quality audits, and serving as a key advisor to clients. The ideal candidate holds a CPA license, has 8+ years of experience in public accounting, and possesses strong technical and leadership skills. A collaborative culture and opportunities for career advancement are offered. Apply now to take your career to the next level. #J-18808-Ljbffr

Select how often (in days) to receive an alert: At Hyundai, we've rethought our business and created cars that combine performance, quality, design and innovation into a complete package. It's time you rethink what you expect from an employer. At Hyundai, we understand you're not just building a career - you're building a life. We believe in our people and realize that our success is a direct result of our commitment in offering you great opportunities for your career. If you would enjoy working in a dynamic environment and are looking for a chance to become part of a stellar team of professionals, we invite you to apply online today. WORK MODEL #LI-OnSite WHAT YOU WILL DO Lead federal tax compliance and reporting, oversee tax system administration, advise on strategic tax planning initiatives, and champion process enhancements through the adoption of modern productivity tools. As the Federal Tax Manager, you will play a critical leadership role in ensuring full compliance with U.S. federal tax regulations while driving operational excellence across tax reporting and research functions. This position oversees the preparation of federal income tax returns, manages specialized tax systems, and provides strategic guidance on emerging tax laws. You will collaborate with global stakeholders, represent the organization in dealings with tax authorities, and lead a high-performing team to deliver accurate, timely, and compliant tax solutions that support the company's financial integrity and growth. HOW YOU WILL MAKE AN IMPACT Oversee U.S. Federal Tax Compliance: Direct the accurate and timely preparation of federal income tax returns, ensuring full compliance with domestic and international tax regulations. Collaborate with affiliates and operating departments to meet all reporting deadlines. Provide Expert Tax Guidance: Conduct in-depth U.S. federal tax research, stay current on technical developments, and advise management on the financial and operational implications of new tax laws. Manage Tax Technology Systems: Serve as System Administrator for specialized tax software, including OneSource and Sage Fixed Assets, ensuring optimal functionality and data integrity. Coordinate Global Reporting: Prepare responses to information requests from the Korean parent company and manage outsourced U.S. tax reporting for Korean staff on U.S. assignments. Lead and Develop the Team: Mentor and guide the federal tax team, fostering a high-performance culture and supporting continuous professional growth. Oversee Procurement Activities: Authorize and initiate procurement processes, including purchase orders, NSRs, Logon, and GCSC requests. Represent the Organization: Handle correspondence with federal and state tax authorities regarding filings and account matters, ensuring compliance and resolution. Collaborate with External Partners: Lead communications and negotiations with external consultants to support tax-related initiatives and strategic projects. WHAT YOU WILL BRING TO THE ROLE Must be a high school graduate. Bachelor's degree, Accounting or Finance preferred. Eight or more years of experience of which at least five years of directly related experience in tax. Two or more years of supervisory experience desired. Financial institution and/or Big 4 CPA experience preferred. Proficiency with SAP preferred. CPA preferred. WHAT HYUNDAI CAN OFFER YOU Monthly Hyundai/Genesis vehicle lease allowance (including insurance and maintenance) Holiday Pay - the company shuts down with pay between Christmas and New Years. Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts 401(k) retirement plan with Employer Match Additional 401(K) Employer Enhanced Contribution program - eligible after 1 year of employment, in addition to the regular employer matching contribution Vacation and sick time off Employer-paid basic life and disability coverage, including Paid-Family Leave. Mental health, wellbeing, and employee assistance program Health advocate (support) Education Reimbursement program: Up to $5,250 per year for employees seeking higher education degrees. External Training and Development Programs Compensation Range: $107,800 - $154,000 annual base salary WHAT HAPPENS NEXT Express your interest by submitting an application. Once your application is received, our recruiting team will review your application to see if you meet the basic and preferred qualifications listed on the job description. For more information on our hiring process please visit our How We Hire page. OTHER DETAILS Our Company adheres to the equal employment opportunity guidelines set forth by federal, state and local laws. The information requested on this form is sought in good faith and will not be used to discriminate against the applicant based on race, religion or creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic characteristics, marital status, sex or gender (which includes pregnancy, childbirth, or related circumstances), gender identity, gender expression, age, citizenship, sexual orientation, family care or medical leave status, military and veteran status, political affiliation, or any other characteristic protected by federal, state and local laws. #J-18808-Ljbffr

Senior Tax Manager - Strong Real Estate Partnership Experience 10+ years of experience Compensation: Base pay of $140-190k, plus overtime pay. The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our office daily, and have experience using CCH Axcess Tax or CCH ProSystems as well as CCH Engagement. Experience with the following: Partnership Minimum Gain Recourse vs Nonrecourse Debt Allocations Interest Expense on Debt-Financed Distributions Form 8308 Sale or Exchange Reporting Section 754 Election, Section 743 Adjustments Section 163(j) Election Out Disguised Sale Rule Waterfall Allocations Targeted Capital Account Allocations Passive Activity Loss Rules Real Estate Professional Rules PTE Elective Tax Payments Qualified Business Income Rules QBIA with Step Ups via Inheritance CA Foreign Tax Withholding Superseding Returns Administrative Adjustment Requests QOFs Cost Seg Studies #J-18808-Ljbffr

A leading tax consultancy firm in California is seeking an experienced Senior Tax Manager to lead client relationships and manage tax department workflow. This role involves overseeing tax engagements, mentoring staff, and delivering high-quality tax services while ensuring compliance with U.S. tax laws. The ideal candidate will possess a Bachelor's degree in Accounting, CPA certification, and extensive experience in tax services. Competitive compensation between $180,000 and $260,000 is offered. #J-18808-Ljbffr

Job Description 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 **************************.

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.

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.

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.

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.

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. • Must have experience in project finance, structured finance, or commercial real estate finance. • 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.

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

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

Our SelectLeaders client is a U.S.-based commercial bank that offers a broad range of financial services, with a particular strength in international trade and small business lending. They provide products such as export-import financing, commercial real estate loans, business and personal checking and savings accounts, and digital banking solutions and are seeking a Portfolio Manager to support their team. The Portfolio Manager is a key member of the banking team and is responsible for managing an assigned portfolio's underwriting quality, portfolio administration, and credit quality. This role involves ensuring the portfolio's health and compliance with regulatory standards and identifying and executing opportunities to enhance customer relationships by offering tailored financial products and services.Responsibilities Responsible for the credit and monitoring of portfolio risks Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers. Conducts preliminary evaluation and underwriting of loan proposals terms sheets. Contribute to the Team's overall meeting and/or exceeding the assigned volume/production goals Identify and recommend changes and enhancements to the Bank's lending policies and procedures to best serve the current market needs Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business. Requests all third party appraisals, environmental reports, and ensures all are within compliance. Identify areas of concern pertaining to a loan and discuss with Account officers Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposals and facilitate the loan approval. Primary contact for coordinating information between client and internal departments in the loan process. Responsible for communication and finalizing loan closing. Responsible for overseeing renewals, document tickler and covenant tracking of loans. Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner. Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner. Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities. Troubleshoot, report, and manage activity on delinquent accounts at the various intervals Generate and provide requested reports as necessary on Team's loan portfolio Participate in team sales calls and attend external events and activities in a business development role. Qualifications Bachelor's degree in Business, Finance or related field or equivalent experience Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required. Prior working experience with loan underwriting is required. Formal credit training is required. Ability to analyze financial and project statements, corporate and personal tax returns. Understanding of basic loan structure processes and regulations associated with lending Strong understanding of loan documentation criteria Excellent verbal and written communication skills; Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint) Excellent interpersonal, customer relations and sales skills Strong team work ethics is required Ability to converse and exchange information with all levels of staff within organization. Ability to observe, perceive, identify, and translate data Ability to work well independently and in a fast-paced environment Travel within the local market may be necessary Benefits Base compensation range for this role is $100,000-$120,000 per year, with biannual bonus structure Medical insurance with 100% covered premium paid for employees Dental Insurance Vision Insurance 401k with company match Continued Education support and culture invested in professional development Paid time off