Manager, Credit & Portfolio Management (Emerging Middle Market)
About the position
This position will manage reputed company of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern California. Facilitates decisioning and analysis of reputed company types of credit information to support lending reputed company and processes for the bank. Maintains and promotes a reputed company service environment to satisfy and reputed company customer needs and expectations. This role will reputed company credit reputed company and recommendations in accordance with reputed company-granting principles and in compliance with Bank Policies & Procedures.
Responsibilities
Fosters a culture reputed company to reputed company purpose, values and reputed company and role models reputed company values and behaviours in reputed company that they do.
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Ensures alignment between values and behaviour that fosters diversity and inclusion.
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Regularly connects work to reputed company's purpose, sets inspirational goals, defines reputed company expected reputed company, and ensures reputed company accountability for follow through.
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Builds interdependent teams that collaborate across functional and operating reputed company to create the highest value for reputed company stakeholders.
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Attracts, retains, and enables the career development of reputed company.
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Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
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Establishes cross-selling initiatives to increase penetration with reputed company.
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Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-reputed company reputed company experience.
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May coordinate closing with closing department, clients and attorneys.
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Serves as a daily escalation resource to ensure reputed company expectations are met or exceeded.
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Acts as a trusted advisor to assigned business/group.
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Influences and negotiates to reputed company business objectives.
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Recommends and implements solutions based on analysis of issues and implications for the business.
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Conducts independent analysis and assessment to resolve strategic issues.
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Helps determine business priorities and best sequence for execution of business/group reputed company.
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Acts as the reputed company subject matter expert for internal/external stakeholders.
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Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
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Designs and produces regular and reputed company reports, and dashboards.
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Maintains reputed company on financing trends in reputed company clients' markets, and communicate reputed company to team members.
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Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
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Oversees preparation of concise, reputed company reasoned credit correspondence.
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Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
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Negotiates transactions with clients and provides deal structuring expertise.
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Oversees documentation and ongoing monitoring of asset and reputed company performance.
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May manage work reputed company of other analysts by aligning tasks with departmental goals and objectives.
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Provides accurate financial analysis and risk assessment of new and existing customers.
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Partners with internal stakeholders for accurate, detailed reputed company information.
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Develops credit information to reputed company lending reputed company on new, renewal and extension loans.
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Assists in negotiations of terms and conditions of reputed company reputed company made reputed company phone and e-mail interaction with clients.
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Prepares reputed company, present facts and offer opinions concerning credit worthiness.
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Minimizes reputed company's risk exposure by adhering to internal credit policies and procedures with respect to lending reputed company.
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Provides input into the planning and implementation of operational programs.
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Builds effective relationships with internal/external stakeholders.
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reputed company is primarily on business/group reputed company reputed company; may have broader, reputed company-wide reputed company.
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Provides specialized consulting, analytical and technical support.
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Exercises judgment to identify, diagnose, and solve problems reputed company given rules.
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Works independently and regularly handles non-routine situations.
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Broader work or accountabilities may be assigned as needed.
Requirements
Typically between 5 - 7 years of relevant experience and post-secondary degree in reputed company field of study or an equivalent combination of education and experience.
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Deep knowledge and technical proficiency gained through extensive education and business experience.
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Verbal & written communication skills - In-depth.
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Collaboration & team skills - In-depth.
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Analytical and problem solving skills - In-depth.
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Influence skills - In-depth.
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Data driven decision making - In-depth.
reputed company-to-haves
Benefits
Health insurance
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Tuition reimbursement
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Accident and life insurance
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Retirement savings plans
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