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Risk Manager jobs at Western Alliance Bank - 7769 jobs

  • First Line Risk & Control Office Associate Director

    Western Alliance Bancorporation 4.9company rating

    Risk manager job at Western Alliance Bank

    Job Title: First Line Risk & Control Office Associate Director What you'll do: First Line Risk & Control Associate Director- This role is a first line of defense risk professional responsible for support and/or execution of various risk programs and Business Unit (BU) risk activities in adherence with the Company's Risk Appetite and Corporate Strategy. This role is responsible for engaging with the BU in management of risks and controls across all risk types, monitoring execution of risk policies, procedures and/or program requirements, to effectively manage risks, and serving as an effective communication channel between the Risk Management Department and business units. * Actively identifying, quantifying, and reporting risk across Western Alliance Bank highlighting key risks to enable risk-based decisions, and actions by business leadership. * Lead a team in performing Risk & Control Assessment walk-throughs and provides consultation on existing and new processes and, where appropriate, facilitate documentation thereof to include the identification of business risks and controls. * Support the Business to develop/enhance controls to mitigate legal, regulatory, and other applicable business risks and Where control gaps exist, provide consultation on the design of controls and monitors until execution. * Champion a strong risk culture for the company by elevating the risk knowledge base of associates and leaders and deploying risk management best practices across the organization. * Foster effective partnerships across the firm with risk subject matter experts to implement risk programs commensurate with the risk profile, i.e. Digital Risk, Operational Risk, Strategic Risk, Legal and Compliance, etc. * Continue to develop and share deep knowledge and understanding of the broader industry, risk management best practices and discipline, and emerging risks to the financial services industry. * Ensure accuracy and timeliness for operational risk event reporting. * Provide relevant risk training to meet current and evolving organizational requirements and/or business needs. * Provide consultation on change management initiatives. Identify and lead initiatives to improve internal processes as well as develop and support the team to ensure they are equipped and empowered to execute the assigned functions. * Participate in forums with business stakeholders to ensure ongoing risk coverage and oversight. What you'll need: * 10+ years of related experience or similar field. * Bachelor's degree in related field required. Previous leadership experience required. * Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. * Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. * Intermediate to advanced experience in Compliance, Operations Management, Audit, Risk Management, or a related field with an additional 5 years of experience in lieu of a degree. * 3+ years of experience in People Management with proven ability to consult, build, and maintain solid working relationships in and outside of immediate departments. * Intermediate to advanced knowledge and understanding of Control Programs including Risk and Control Self-Assessment (RCSA). * Leadership experience to guide risk officers and specialists with experience with process management including process mapping. * Experience in the development and implementation of new controls, action plans, and root cause analysis. * Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals. Advanced speaking and writing communication skills. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation
    $144k-204k yearly est. Auto-Apply 34d ago
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  • Senior Risk Analyst

    Social Finance, Inc. (SoFi 4.5company rating

    San Francisco, CA jobs

    Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Social Finance, LLC seeks Senior Risk Analyst in San Francisco, CA: Job Duties Lead the design and construction of multi-digital contact channels, digital strategies, and self-service payment solutions that minimize losses and maximize member experience. Optimize the Recovery Channel to provide the best ROI across different segments of post charge-off accounts. Develop and optimize strategies that balance effectiveness and efficiency through a combination of impact analysis, testing and collaboration with stakeholders. Independently lead the entire project lifecycle for complex data analysis, strategies, and models. Utilize predictive analytics, data science methodologies and custom scoring in the development of outreach strategies through the most appropriate communication channel. Evaluate the effectiveness of current loss mitigation policies, draw conclusions, and exert influence at all levels of the organization. Work with Operations and Technology partners to identify gaps in system/operations process flows to ensure alignment of strategy/intent, execution, policies, state legalities and regulatory guidelines as it relates to contacting delinquent customers. Full-time telecommuting is an option. Minimum Requirements Master's degree (or its foreign degree equivalent) in Management Information Systems, Business Analytics, or a related quantitative discipline, and three (3) years of experience in the job offered or in any occupation in related field. Special Skill Requirements (1) SQL; (2) Snowflake; (3) MS-Excel and Word; (4) Tableau; (5) Python; (6) JIRA; (7) Sigma; (8) SAS; (9) Credit Risk; (10) Collections and Recovery Analytics; (11) Predictive modeling; (12) Quick Base; (13) Google suite; (14) Statistical analysis; (15) Project Management; and (16) Third party collections agency management. Any suitable combination of education, training and/or experience is acceptable. Full-time telecommuting is an option. Salary $164,403.00 - $180,843.00 per annum. Application Deadline 1/30/2026 Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Equal Employment Opportunity SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. #J-18808-Ljbffr
    $164.4k-180.8k yearly 1d ago
  • Senior Risk Analyst - Remote & Data-Driven Leader

    Social Finance, Inc. (SoFi 4.5company rating

    San Francisco, CA jobs

    A next-generation financial services company is seeking a Senior Risk Analyst in San Francisco, CA. The candidate will optimize recovery channels, lead projects on complex data analysis, and leverage predictive analytics. Required qualifications include a Master's degree and three years in a related role. This full-time position offers potential telecommuting options and a competitive salary range of $164,403 to $180,843 annually. #J-18808-Ljbffr
    $164.4k-180.8k yearly 1d ago
  • Portfolio Manager III - Middle Market

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle Market Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise *Middle Market Credit WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 2d ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Boston, MA jobs

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 5d ago
  • Mortgage Risk Analyst I, Full-Time, Hybrid MA

    Digital Federal Credit Union 4.6company rating

    Marlborough, MA jobs

    Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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
    $30-33.7 hourly 2d ago
  • Strategic Director, Enterprise Risk Management

    Capital One 4.7company rating

    McLean, VA jobs

    A leading financial services company in McLean, VA, is seeking a Senior Director of Risk Management. This role involves providing risk management consultation, developing senior-level reporting, and maintaining policies and procedures. The ideal candidate will possess a Bachelor's degree, have at least 5 years of experience in Project Management, and 2 years in Compliance. A Master's degree and CRCM certification are preferred. This position offers a competitive salary ranging between $238,700 and $272,400, along with performance-based compensation. #J-18808-Ljbffr
    $238.7k-272.4k yearly 3d ago
  • Chief Growth and Member Experience Officer

    Kentucky Society of Association Executives Inc. 3.5company rating

    Chicago, IL jobs

    We're IREM We're IREM (Institute of Real Estate Management), an international institute for property and asset managers, providing complete knowledge to take on real estate management's most dynamic challenges. That means knowledge prepared for the day-to-day and the one-of-a-kind: from solving the latest tenant crisis to analyzing market conditions. For over 90 years, our members have made us the world's strongest voice for all things real estate management. Today, almost 20,000 leaders in commercial and residential management call this home for learning, certifications, and networking. Join our team We have an exciting opportunity to join us in a newly created position that'll play a key role on our executive team. As our Chief Growth and Member Experience Officer, you'll drive organizational growth, focus on expanding and diversifying revenue streams, and ensure an exceptional, consistent member experience. You'll be a trusted leader, inspiring our teams in membership, customer and member services, certifications, and chapters and regions, for both U.S. and international. Some specific responsibilities include: Directing organizational strategic direction in collaboration with the CEO, Board of Directors, HQ Executive Team, and HQ Director Team; leading metric development and implementation in support of strategic plan. Overseeing chapter volunteer leadership development and training; supporting and enhancing the performance and impact of IREM chapters, ensuring alignment with HQ standards and priorities. Collaborating across departments to identify and pursue new products, services, and markets to grow and diversify non-dues revenue; expanding credentialing programs and exploring new international and domestic offerings; partnering with our marketing and finance teams to assess ROI of growth initiatives and develop scalable business models. Strengthening international member value and its footprint through tailored strategies and partnerships. Collaborating with HQ Executive Team in providing general oversight of IREM, including resource allocation, annual operating plan and budget, operational and organizational policies and procedures, and strategic execution. Analyzing and making decisions on programs and opportunities; gathering, analyzing, and synthesizing data and information. Overseeing budget management Serving as a senior liaison to committees, task forces, workgroups, and volunteer leaders. Providing guidance and oversight to direct HQ liaisons. Let your skills and experience shine This role requires a visionary leader who can connect strategic insight with execution, empowering cross-functional teams and identifying opportunities for scalable impact. You should also have a strong understanding of member behavior and market trends that'll enable you to champion an agile, data-informed, and human-centered approach to serving and growing IREM's membership base. We'd also like you to possess: Bachelor's degree or equivalent experience, master's degree preferred. Minimum of ten years of experience in an association, with a preferred focus on leadership, strategy, and international membership Minimum of five years of supervisory experience. Strong critical thinking, analytical, and project management skills. Strong interpersonal, presentation, oral and written skills. Ability to manage multiple priorities. Strong financial acumen - budgeting, forecasting, analyzing, reporting. We also anticipate that you'll travel approximately four times a year, approximately fifteen days per year. What we can offer you If you'd like to be part of an organization that is far more than just a place to work, then IREM is the place for you. We're committed to providing our team members with a space where they can show up and bring their best authentic self. We genuinely care about our team members as individuals, and it shows. We're committed to providing a culture that embraces gratitude, authenticity, and flexibility. If you'd like to devote your talents and skills to making a difference in the lives and careers of the people we serve, then consider joining our team. We offer our team members a wide variety of benefits that include: BCBSIL medical coverage--we have six plans to choose from Metlife dental, vision, life insurance, and disability plans Flexible Spending and Health Savings Accounts 401(k) plan with quarterly matching up to 4% plus a 3% safe harbor non elective contribution PTO that's earned at 7.18 hours/pay period (24 in a year) for your first year with us. Annual paid volunteer day Flexible 37.5-hour work week schedule Our hybrid work schedule allows team members to balance their personal and professional lives. We come into the office 1 - 2 days per week to connect and collaborate. For this reason, we can only consider candidates who reside in the Chicagoland area. If you'd like to take on the opportunities and challenges of this key role in an amazing organization, then please apply today! #J-18808-Ljbffr
    $83k-127k yearly est. 4d ago
  • Portfolio Manager III-AFFORDABLE HOUSING

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    PORTFOLIO MANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. CRE portfolio includes a variety of loan products secured or supported by varying asset types. This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives. Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 2d ago
  • Portfolio Manager II - Fund Finance, i.e., Capital Call/Subscription Facilities

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm. Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs. Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree in Finance, Business, or related field Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Intermediate analytical skills, with the ability to interpret complex data and make informed decisions Fund Finance knowledge and expertise WHAT'S IN IT FOR YOU? Compensation - *Hourly Position Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JO1 #GD-JO #CA-JO
    $48.7-82.9 hourly 2d ago
  • Senior Assurance Manager, Professional Practice Group

    Aprio 4.3company rating

    Los Angeles, CA jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $136k-220k yearly 2d ago
  • Senior Assurance Manager, Professional Practice Group

    Aprio 4.3company rating

    Denver, CO jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $75k-96k yearly est. 2d ago
  • VP, Portfolio Manager

    Cathay Bank 4.4company rating

    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. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: 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 portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $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 *************************. #J-18808-Ljbffr
    $90k-110k yearly 1d ago
  • VP, Portfolio Manager

    Cathay Bank 4.4company rating

    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. Portfolio Manager (“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 portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements, and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC 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. #J-18808-Ljbffr
    $95k-135k yearly 1d ago
  • AVP/VP Portfolio Manager

    Cathay Bank 4.4company rating

    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 portfolio management 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. #J-18808-Ljbffr
    $95k-130k yearly 2d ago
  • AVP, Portfolio Manager

    Cathay Bank In 4.4company rating

    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. #J-18808-Ljbffr
    $70k-95k yearly 4d ago
  • AVP, Portfolio Manager

    Cathay Bank 4.4company rating

    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. Portfolio Manager (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 portfolio management 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. #J-18808-Ljbffr
    $70k-95k yearly 1d ago
  • Enterprise Risk Analyst

    Washington Trust Bank 4.7company rating

    Spokane, WA jobs

    The Enterprise Risk Analyst is responsible for identifying, assessing, monitoring, and reporting risks across the organization. This role supports the development and implementation of risk management frameworks, ensuring compliance with regulatory requirements and alignment with organizational objectives. The analyst collaborates with business units to evaluate risk exposure and recommend mitigation strategies. ESSENTIAL FUNCTIONS Coordinate risk assessments across operational, financial, strategic, credit and compliance areas. Analyze emerging risks and trends impacting the organization. Maintain risk registers and ensure accurate documentation of risk events. Develop and maintain dashboards and reports for senior management and regulatory bodies. Track key risk indicators (KRIs) and escalate issues as needed. Support internal audits and regulatory examinations by providing risk-related data. Assist in implementing enterprise risk management (ERM) frameworks and policies. Ensure adherence to risk governance standards and regulatory guidelines. Participate in risk committees and provide analytical insights. Work with business units to integrate risk management into decision-making processes. Provide guidance on risk mitigation strategies and control enhancements. Support training and awareness programs on risk management practices. Utilize risk management software and data analytics tools to assess risk exposure. Perform scenario analysis and stress testing for critical risk areas. Participates in special projects or duties as assigned. Performs compliance and risk management duties as required or assigned. Regular, reliable attendance is required. QUALIFICATIONS Bachelor's degree in Finance, Business, Risk Management, or related field (Master's preferred). 6 or more years of experience in risk management, compliance, or audit. Strong analytical and problem-solving skills. Familiarity with regulatory frameworks (e.g., Basel, COSO, ISO 31000). Proficiency in risk management tools and data visualization software. Strong detail orientation with high level of organizational skills and ability to multi-task, managing interruptions with multiple projects. Demonstrated self-motivation and initiative; ability to work well both independently and with others. Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to clients in a deadline driven environment under the direction of management. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict and negotiating for results when needed. Strong verbal and written communication skills, including ability to communicate and collaborate effectively with technical and non-technical people. Preferred experience working in the financial services industry. Ability to work additional hours as required by operational and production work loads. COMPENSATION $74,806 - $112,209 annually The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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.
    $74.8k-112.2k yearly 3d ago
  • Insurance Portfolio Growth Lead

    Voya Financial, Inc. 4.8company rating

    Atlanta, GA jobs

    A prominent financial services company in Atlanta is seeking an experienced Insurance Portfolio Manager 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. #J-18808-Ljbffr
    $88k-128k yearly est. 1d ago
  • Model Risk Governance Analyst

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA jobs

    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. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The Model Risk Governance Analyst is responsible for the execution of key model governance activities, a vital component of the Bank's model risk program. The position requires developing, maintaining and operating a GRC Tool in support of required model governance activates including model inventory maintenance, validation finding workflows, model owner attestations, and model risk reporting. The Model Risk Governance Analyst will also be responsible for ensuring business processes related to models are followed; documenting and presenting observations to the Model Risk Manager, tracking remediation progress; coordinating model validations projects, and preparing reporting dashboards. ESSENTIAL FUNCTIONS Take overall responsibility for a GRC tool (ModelEdge) implementation and maintenance, a cornerstone of the Bank's model risk management program. ModelEdge houses the Bank's centralized inventory of models and User Defined Applications (UDAs) along with associated information and supports the execution of Banks model risk management program. Provide Model Edge user support, enabling model owners to maintain and access current information on their models, documentation, model findings and performance monitoring metrics. Develop and produce reports in support of the execution of the Bank's model risk management program and reporting to executives and Board committees. Support the execution of the model control framework including model identification, model risk rating, finding issuance and remediation, and ongoing model monitoring. Lead the quarterly model attestation process with model owners, a process designed to ensure model inventory data is kept current, ensure coordination with model owners, and support model risk assessments. Manage workflows associated with model validation findings including issuance, recording, reporting and remediation. Track model performance KRIs and prepare appropriate dashboard and risk reporting. Lead and maintain User Developed Application identification and ongoing monitoring process. Manage third parties that conduct model validations on the Bank's behalf. Responsibilities include writing RFPs, specification of SOWs consistent with Bank's needs, vendor selection, coordination with internal model owners and the review and acceptance of work products. QUALIFICATIONS Education: Bachelor's degree in Business, Economics, Finance, Accounting, or related field required. Experience: Prefer 2 years' experience in Finance, Risk, Accounting. Experience with Model Risk Management programs a plus. Experience maintaining large data sets and Risk Reporting. Experience with GRC tools (ModelEdge, Archer, Service Now, or SharePoint is a plus. Skills/Ability: Strong data manipulation and management skills (Excel, SQL). General knowledge of banking products. Strong analytical and reasoning skills. Good verbal and written communication skills. OTHER DETAILS $80K - $100K / 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 Affirmative 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 Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** 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.
    $80k-100k yearly 3d ago

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