Investment Portfolio Manager, Sr. jobs in Corona, CA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Sr Portfolio Manager/Underwriter - C&I
  • Pacific Premier Bank
  • Riverside, CA FULL_TIME
  • Description

    The Sr. Portfolio Manager/Underwriter - C&I will be responsible conducting risk management reviews and monitoring the accuracy of client portfolios to establish compliance with loan approval conditions. The incumbent in this position will demonstrate sound underwriting capacity, depth of experience in a wide variety of loan types and complexities, and the ability to manage a portfolio with limited supervision.

    RESPONSIBILITIES

    • Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations.
    • Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy.
    • Monitor credit risk by periodically evaluating financial trends, credit bureau reports, pay habits, covenant compliance and other sources of information of the borrower and guarantor(s); report any adverse situations and make appropriate recommendations.
    • Collect updated borrower financial information in accordance with periodic reporting requirements and complete scheduled loan reviews.
    • Grade loans based on periodic review of financial or other information or data that may prompt a risk grade change.
    • Ensure, by working with the Relationship Managers and the Borrowers, that all correspondence and updated information is maintained in credit files (i.e. approvals, financials reporting and documentation related to renewals, modifications, forbearances and waivers, etc.).
    • Collaborate with Relationship Managers on the assigned loan portfolio. * Coordinate with Borrowers on payoffs, line of credit advances, loan draws, etc.
    • Authorizes approval up to a specific amount for new loans, renewals and modifications.
    • Responsible for performing all job functions with a sense of urgency and in a timely manner.
    • Maintain and cultivate an effective working relationship with Internal (loan production staff, branches, and credit administration) and External clients (borrowers, brokers, etc.).
    • Responsible for maintaining a positive and professional relationship with customers and business partners (which include third party lenders, attorneys and other external parties) by responding promptly for any and all requests in a responsive, consistent and accurate manner.

    QUALIFICATIONS

    • Minimum 5 years of experience in the banking industry
    • 5-7 years of experience in portfolio management; depth of experience in a wide variety of loan types and complexities.
    • Relevant work experience in commercial lending function (commercial real estate, construction, small business lending, etc.) preferably within the banking industry

    A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $105,467 to $158,201. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit

    #LI-Hybrid

    #c&i #LI-SG1



    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

     

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Sr Portfolio Manager/Underwriter - C&I
  • Opportunities
  • Riverside, CA FULL_TIME
  • The Sr. Portfolio Manager/Underwriter - C&I will be responsible conducting risk management reviews and monitoring the accuracy of client portfolios to establish compliance with loan approval condition...
  • 1 Day Ago

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Portfolio Manager/Underwriter
  • Pacific Premier Bank
  • Riverside, CA FULL_TIME
  • DescriptionThe Portfolio Manager-Commercial is responsible for conducting risk management reviews and monitoring the accuracy of client portfolios to establish compliance with loan approval conditions...
  • 5 Days Ago

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Portfolio Manager/Underwriter
  • Opportunities
  • Riverside, CA FULL_TIME
  • The Portfolio Manager-Commercial is responsible for conducting risk management reviews and monitoring the accuracy of client portfolios to establish compliance with loan approval conditions. RESPONSIB...
  • 6 Days Ago

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Commercial Loan Portfolio Manager
  • Golden State Bank
  • Upland, CA TEMPORARY
  • Job SummaryThe Commercial Loan Portfolio Manager is responsible for reviewing and analyzing current credit data and financial statements to identify and assess credit risk. This position will assist i...
  • 17 Days Ago

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Portfolio Manager-Toronto
  • Capgemini
  • Ontario, CA FULL_TIME
  • Job description: The Project Portfolio Manager is expected to possess robust communication and leadership skills to effectively oversee a portfolio of projects, ensuring the achievement of organizatio...
  • 1 Month Ago

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0 Investment Portfolio Manager, Sr. jobs found in Corona, CA area

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Real Estate Acquisitions Associate Multifamily (Semi-Remote)
  • Advice Personnel
  • Irvine, CA
  • Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
  • 3/29/2024 12:00:00 AM

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Real Estate Acquisitions Associate Multifamily (Semi-Remote)
  • Advice Personnel
  • Irvine, CA
  • Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
  • 3/29/2024 12:00:00 AM

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Wealth Advisor - CFP
  • Judson Group
  • Pasadena, CA
  • Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual...
  • 3/29/2024 12:00:00 AM

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Financial Analyst
  • CapRock Partners
  • Newport Beach, CA
  • Position CapRock Partners is seeking a Financial Analyst who will assist the Vice President of Portfolio Management in u...
  • 3/28/2024 12:00:00 AM

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Client Advisor / Fiduciary Advisor, Vice President (S. Pasadena)
  • International Search Consultants
  • Pasadena, CA
  • Client Advisor/Fiduciary Advisor South Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters ar...
  • 3/27/2024 12:00:00 AM

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Corporate Finance Manager
  • Frontier Communities
  • Ontario, CA
  • Job Description Job Description The salary range displayed represents the typical salary range of candidates hired. Fact...
  • 3/26/2024 12:00:00 AM

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Wealth Advisor
  • Tarbox Family Office, Inc.
  • Newport Beach, CA
  • CFP® - Wealth Planner Smart investing is the centerpiece of what we do at Tarbox Family Office, but the real magic is in...
  • 3/26/2024 12:00:00 AM

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Real Estate Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Irvine, CA
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 3/25/2024 12:00:00 AM

Corona is a city in Riverside County, California, United States. As of the 2010 census, the city had a population of 152,374, up from 124,966 at the 2000 census. The cities of Norco and Riverside lie to the north and northeast, respectively, Chino Hills and Yorba Linda to the northwest, and the Cleveland National Forest and the Santa Ana Mountains to the southwest, and unincorporated areas of Riverside County line all of its other borders. Corona lies approximately 48 miles (77 km) southeast of Los Angeles and 95 miles (153 km) north-northwest of San Diego....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$154,860 to $257,167
Corona, California area prices
were up 3.0% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020