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)
Description
About the Role:
The Loan Portfolio Manager is responsible for managing an existing loan portfolio and client relationships; originating and servicing all types of business and individual loans and lines of credit, both secured and unsecured. Through calling on potential or existing clients, will develop new business and increase or retain existing business relationships. Accepts new client referrals from internal and external sources and works to bring over their full banking relationship. Keeps informed as to the status of loans in their portfolio. Provides subordinate officers with guidance; provides financial counsel to current and prospective clients. Handles the more complex accounts and makes credit decisions independently. Travel will be required to client offices and other sites.
Who We Are & What We Do:
If you’re looking for an exciting career opportunity, you’re in the right place. Santa Cruz County Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We engage in impactful volunteering and support the greater economic vitality within our tri-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable, and success-oriented employees.
We’ve been recognized with numerous community leadership awards and our team gives 2000 hours of volunteer service each year. A few honors we’ve received locally, include:
Duties of the position are performed in person and include:
Requirements
Preferred Prior Experience:
Preferred Education:
Requisite Skills:
Physical Demands:
Work is performed in a bank office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to stand, walk and sit; talk or hear, both in person and by telephone; use hands to finger, handle or feel objects or controls; reach with hands and arms. Regularly required to stoop, kneel, bend, crouch or lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus. Use of personal vehicle for business travel as necessary.
Benefits:
Supervisory Responsibilities:
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