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California Bank & Trust

Portfolio Manager - Portland, OR

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What they do

An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

$169,841 / year median in Oregon

+10% projected growth

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Job Description

Portfolio Manager - Portland, OR 🔍 Portland, Oregon, United States New 📁 Commercial Lending 💼 The Commerce Bank Northwest 📅    071486 Requisition # Apply for Job Share this Job Sign Up for Job Alerts At the Commerce Bank Northwest, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit, and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships. We are looking for a Portfolio Manager in Portland, OR. Step into a key role where you will cultivate and expand valuable client relationships, using your financial expertise to shape and grow a successful loan portfolio.
Essential Functions:
Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships with a high degree of resultant customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance, and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Other duties as assigned.
Qualifications:
Requires a bachelor's degree in Finance, Business or other related field and 4+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Working knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Strong credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires strong customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have strong communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $89,000 - $119,000 depending on job-related factors such as level of experience.