Portfolio Manager jobs at Regions Bank - 4289 jobs
Investment Portfolio Manager - CFA, CFP, CIMA
Regions Bank 4.1
Portfolio manager job at Regions Bank
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Asset ManagementPortfolioManager serves as a PortfolioManager for assigned managed accounts.
**Primary Responsibilities**
+ Manages a book of either Private Wealth or Institutional Clients by serving as the PortfolioManager
+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
+ Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
+ Effectively Implement PortfolioManagement Group Strategic Initiatives
+ Leverage resources to maintain efficiency to focus on clients at an effective level
+ Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports.
+ Learn the Regions Client Experience and execute at a competent level
+ Initiates and monitors required actions related to modeling and trading of client accounts.
+ Works with all appropriate partners at an effective level to retain and grow revenue from existing client relationships
+ Participates in the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
+ Keeps abreast of trends and development in the economy and markets to ensure effective communication to clients and partners
+ Participates in group projects as assigned by management
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree or International Equivalent
+ Three (3) years applicable knowledge or experience in investment/portfoliomanagement, brokerage, finance, or equivalent
**Preferences**
+ Bachelor's degree in Business Administration, Finance or Economics
+ Technical Training in financial and economic markets
+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
**Skills and Competencies**
+ Analytical, organization and presentation skills
+ Knowledgeable about sales techniques and possess sales aptitude
+ Skilled in applicable computer software programs
+ Verbal and written communication skills
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$85,234.60 USD
**_Median:_**
$108,000.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
***********************************************
**Location Details**
Regions Center
**Location:**
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$85.2k-108k yearly 60d+ ago
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Portfolio Manager - Project Finance
East West Bank 4.7
New York, NY jobs
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
Overview
The Project Finance PortfolioManager will be responsible for assisting the Project Finance PortfolioManagement team in underwriting, credit monitoring and portfoliomanagement of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar).
Responsibilities:
Assist PortfolioManagers in underwriting certain aspects of proposed and existing transactions and assist in managing transactions according to the Bank's established guidelines and policies.
Assist in evaluating numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models.
Develop and manage financial models analyzing the economics and risks associated with project financing structures.
Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries.
Ongoing monitoring of credit/covenant compliance.
Manage the renewal process by working with the PortfolioManagers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants.
Ensure compliance with EWB regulatory and credit requirements.
Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines.
Assist in the review of legal documentation for accuracy, and compliance with Credit approval requirements.
Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the PortfolioManagers.
Develop and maintain knowledge of market conditions.
Qualifications:
Strong understanding of project finance (power/energy/renewables/solar).
Ability to understand and advise on complex financial proposals.
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Strong Excel skills.
Education and Experience:
Bachelor's degree in Accounting, Finance, or Economics required; MBA preferred.
5-10 years of experience in project finance.
Compensation
The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
$150k-225k yearly 2d ago
BD & Investment Manager, AI + Game Tech
Tencent 4.5
San Jose, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
$100.3k-233.2k yearly 1d ago
BD & Investment Manager, AI + Game Tech
Tencent 4.5
Santa Rosa, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
$100.3k-233.2k yearly 1d ago
BD & Investment Manager, AI + Game Tech
Tencent 4.5
San Francisco, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
A financial institution in El Monte, CA, is seeking a PortfolioManager to oversee and maintain their commercial loan portfolio. The ideal candidate will have 7-10 years of experience in loan account management, strong underwriting skills, and the ability to grow client relationships. This full-time position offers a competitive salary of $130K-$170K annually, alongside a comprehensive benefits package.
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$130k-170k yearly 2d ago
Insurance Portfolio Growth Lead
Voya Financial, Inc. 4.8
Atlanta, GA jobs
A prominent financial services company in Atlanta is seeking an experienced Insurance PortfolioManager to manage investment mandates and collaborate with insurance company clients. This role involves designing customized investment solutions, coordinating internal expertise, and supporting client needs. The ideal candidate has a minimum of 7-10 years of experience and an MBA with a focus on finance. Competitive compensation is offered, along with comprehensive benefits.
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$88k-128k yearly est. 2d ago
Senior Commercial Lending Portfolio Manager
Cathay Bank 4.4
Los Angeles, CA jobs
A financial institution in Los Angeles seeks a PortfolioManager to manage and monitor commercial loan portfolios and enhance client relationships. This full-time role requires 5-7 years of relevant experience, strong underwriting knowledge, and excellent communication skills. With an annual salary range of $95K to $135K, the role offers a competitive benefits package that includes medical and retirement plans.
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$95k-135k yearly 2d ago
BD & Investment Manager, AI + Game Tech
Tencent 4.5
Fremont, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
A financial institution in New York is seeking a PortfolioManager to manage and monitor commercial loan portfolios. This role requires strong relationship management, negotiation skills, and compliance with banking regulations. The ideal candidate will have 5-7 years of experience in loan account management and possess a U.S. college degree. Competitive salary range is between $90K and $110K, with potential bonuses.
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A leading financial institution in El Monte, California, is seeking a motivated individual for credit analysis and loan management. Key responsibilities include evaluating borrowers, monitoring credit quality, and enhancing client relationships. Ideal candidates will have a Bachelor's degree, 3-5 years of relevant experience, and skills in banking products and sales. A competitive compensation package with benefits is offered, emphasizing growth and team support.
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$88k-128k yearly est. 3d ago
Senior Loan Portfolio Manager
Cathay Bank In 4.4
El Monte, CA jobs
A leading financial institution located in El Monte, California is seeking an AVP, Loan Portfolio Officer. This role requires managing a commercial loan portfolio, collaborating with Relationship Managers to enhance client relations, and providing best-in-class service while adhering to banking policies. The ideal candidate should have 3-5 years of experience in corporate or commercial lending, strong analytical skills, and effective written and oral communication abilities. A comprehensive benefits package and a competitive salary ranging from $70K to $95K per year are offered.
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$70k-95k yearly 20h ago
VP, Portfolio Manager
Cathay Bank 4.4
Los Angeles, CA jobs
Posted Thursday, September 11, 2025 at 7:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
PortfolioManager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Senior Relationship Manager (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
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”).
Review clients' 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: U.S. College graduate with major in related fields, strongly preferred.
Experience:
5-7 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 portfoliomanagement 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 proficiency. 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
$95K - $135K / year
Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affluent Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$95k-135k yearly 2d ago
VP, Portfolio Manager
Cathay Bank 4.4
New York, NY jobs
Posted Monday, October 27, 2025 at 7:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
PortfolioManager (“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: U.S. College graduate with major in related fields, strongly preferred.
Experience:
5-7 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 portfoliomanagement 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
$90K - $110K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full‑time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affiative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Contact: Mickey Hsu, FVP, Employee Relations Manager, ************** or *************************.
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$90k-110k yearly 2d ago
AVP/VP Portfolio Manager
Cathay Bank 4.4
El Monte, CA jobs
Posted Tuesday, December 30, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Under direct supervision, responsible for the credit/loan analysis and portfoliomanagement to assigned portfolio and provide underwriting in support of the Commercial Banking lending and relationship management teams. Analyze loan transactions and credit worthiness of existing and prospective borrowers. Prepare a detailed and accurate credit analysis and provide recommendations regarding an existing or prospective Credit/Borrower and potential risks and risk mitigation solutions. Ensure all due diligence and background evaluations on a loan request are complete and thorough. Participate in client visits, discussions and meetings. May contact Borrowers directly, as appropriate, with the direction of and/or in concert with the Relationship Manager.
ESSENTIAL FUNCTIONS
Work closely with SRM(s) and Team Managers on the assigned loan portfolio.
Monitor and manage the credit quality of the assigned loan portfolio. Review and monitor closely of financial and operation performance to ensure each credit is properly risk rated. Identify, evaluate, and determine the appropriate course of action on potential credit quality issues to maximize credit quality and minimize risk and potential loss to the Bank.
Maintain and grow existing client relationships, and cross-sell Bank's other products and services.
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in‑class customer service.
Review existing loan exposure and proposed extensions of credit and financial information
Evaluate credit structure and terms to determine sources and uses of funds
Analyze industry data, competitive factors, historical performance, and projected results
Assess risks and recommend the appropriate risk rating
Determine any policy exceptions and mitigating factors
Recommend credit alternatives and creative ways to structure credits ensuring that transactions are within portfolio risk standards
Complete Credit Reports that incorporates all the analysis noted above by using critical thinking standards
Analyze loan transactions and credit worthiness of existing and prospective borrowers
Prepare a detailed and accurate credit analysis and providing opinions/recommendations regarding an existing or prospective Credit/Borrower, including potential risks and how to mitigate such risks.
Ensure all due diligence and background evaluations on a loan request are complete and thorough, so credit approval can be considered.
Participate, under direct supervision, in client visits, discussions, and meetings
QUALIFICATIONS
Education:
Minimum Bachelors' degree in Business or Finance preferred
Experience:
3-5 years of experience in banking related product sales, service, and advising required
Skills/Ability:
In depth knowledge of banking products and services (deposit, lending, consumer and commercial experience preferred).
Understand cause of the covenant default as well as Borrower's action plan to cure/remedy default, and prevent it from happening going forward and RM's action plan regarding the default (i.e waive, waive and extend, enter into a forbearance period etc).
Strong sales, marketing, and business development skills required
Ability to manage situations of varying degrees of complexity with customers (excellent problem resolution skills)
Team oriented, able to influence others and lead colleagues toward common goals
Must have high standard of integrity and work ethics
Ability to work in a fast paced, demanding environment
Fluency in English and Chinese (Mandarin or Cantonese) preferred
OTHER DETAILS
AVP: $70K - $95K / year
VP: $95K - $130K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affitative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster‑ English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of your website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$95k-130k yearly 3d ago
AVP/VP, Portfolio Manager
Cathay Bank 4.4
El Monte, CA jobs
Posted Tuesday, November 4, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
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: U.S. College graduate with major in related fields, strongly preferred.
Experience:
5-7 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 portfoliomanagement 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
AVP - $70K - $95K / year
VP - $95K- $130K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affimative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$95k-130k yearly 2d ago
Portfolio Manager
Renasant Bank 4.3
Homewood, AL jobs
Job ID 2025-14688
The PortfolioManager will be responsible for managing a developed and extensive commercial loan portfolio for Corporate Commercial Real Estate lending. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The PortfolioManager will support lenders in all aspects of the relationship.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
Otherwise assist in all aspects of managing Lender's portfolio
Obtain and retain product knowledge
Support the collection of past due loans
Support the clearing of financial statement and documentation exceptions
Direct financial information to credit analysts for spreading and analysis
Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
Maintain working knowledge of loan documentation and bank terminology
Assist in preparation of various reports and submissions to credit administration and loan review
Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
Ability to deal tactfully and effectively with customers as well as fellow employees
Assume ownership of assigned loans with little or no direct supervision
Perform other related duties as assigned
Qualifications
Minimum:
A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
1 year previous lending experience or 3 years job related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Financial and analytical skills
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Customer service orientation
Preferred:
Knowledge of Federal laws and regulations involving loans
Ability to analyze a credit application for completeness and for documents needed on loans
Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$77k-135k yearly est. 4d ago
AVP, Portfolio Manager
Cathay Bank In 4.4
El Monte, CA jobs
Posted Friday, January 2, 2026 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
AVP, Loan Portfolio Officer ("LPO") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Relationship Manager who owns the relationship of these accounts. LPO 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. LPO is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
ESSENTIAL FUNCTIONS
LPO is to work closely with Relationship Manager 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: Bachelor's degree in accounting, business, or related discipline preferred but not required.
Experience: 3-5 years corporate and/or commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices.
Skills/Ability: PC proficient. Good verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus. Organized and detail oriented. Good credit
knowledge of Bank's credit underwriting policies and approval process for assignedloan. Ability to work effectively in a fast paced, high production environment.
Strong financial analysis and accounting skills.
OTHER DETAILS
$70K - $95K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .
Cathay Bank is an Equal Opportunity and Affnitive Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$70k-95k yearly 20h ago
AVP, Portfolio Manager
Cathay Bank 4.4
El Monte, CA jobs
Posted Tuesday, November 4, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
PortfolioManager (PM)
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
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: U.S. College graduate with major in related fields, strongly preferred.
Experience: 3-5 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 portfoliomanagement experience; strong loan negotiation (rates, terms, collateral requirements) experience; 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
$70K - $95K / year
Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .
Cathay Bank is an Equal Opportunity and Affiantative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$70k-95k yearly 2d ago
Credit Products Commercial Portfolio Manager
Regions Bank 4.1
Portfolio manager job at Regions Bank
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Credit Products Commercial PortfolioManager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. The PortfolioManager partners closely with Regions' relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs.
Primary Responsibilities
Executes on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs
Underwrites, structures, and documents prospect and client transactions above a designated threshold, generally the most complex and largest of client relationships and circumstances
Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation and underwriting on a timely basis
Ensures all credit process metrics are within prescribed tolerances
Maintains accountability for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects
Reviews interim new money requests for relationships managed up to a defined limit
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree in Finance, Accounting or a related field
Three (3) years of experience in commercial underwriting
Subject Matter Expert-level understanding of accounting and finance, financial statement and cash flow analysis
Preferences
Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)
Skills and Competencies
Ability to work collaboratively with multiple stakeholders
Strong analytical and problem solving skills
Strong verbal and written communication skills
Well organized, detail-oriented, and ability to multi-task
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$75,005.70 USD
Median:
$95,690.00 USD
Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsRegions CenterLocation:Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.