California Senior Portfolio Manager

Job Summary

Leading financial research and underwriting efforts, the remote California Senior Portfolio Manager will oversee complex commercial portfolio management, ensuring timely risk assessments and collaboration with team members to meet project deliverables.

Key responsibilities

• Participate in client meetings alongside the Commercial Lender to assess financial needs and project risks
• Monitor ongoing risk exposure and maintain accurate risk assessments for credit facilities
• Compile and present action reports to senior management, providing insights on compliance and financial performance

Required qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a quantitative field preferred
• Minimum of five years of experience in commercial portfolio management within a financial institution
• Advanced knowledge of compliance requirements and enterprise risk management
• Strong analytical skills with the ability to produce professional reports on financial data
• Demonstrated ability to work collaboratively and cultivate partnerships across the organization