Investment Portfolio Manager, Sr. jobs in Santa Cruz, 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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Loan Portfolio Manager
  • Santa Cruz County Bank
  • Watsonville, CA FULL_TIME
  • 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:

    • Good Times Best of Santa Cruz, Best Bank – 11 consecutive years
    • Santa Cruz Sentinel Reader’s Choice, #1 Best Bank – 8 years
    • Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021
    • Press Banner’s Best of Scotts Valley, Best Bank 
    • Register Pajaronian’s Best of Pajaro Valley, Best Bank
    • Second Harvest Food Bank, Big Step and Platinum Awards for Holiday Food and Fund Drive
    • Farm Bureau of Santa Cruz County and Agri-Culture, Al Smith Friend of Agriculture Award

      

    Duties of the position are performed in person and include:

    • Maintain and develop existing loan portfolio and client relationships to create referral sources and contacts to generate new business. Consult with Chief Lending Officer and Chief Credit Officer when credit proposals are developed and presented to client.
    • Provide information and make detailed presentations to prospects specifying product availability, applying creative solutions to client problems/issues. Gather historical and financial data and develop, or assist in developing, program agreements.
    • May consult with and provide guidance to Chief Lending Officer during due diligence process, as information is gathered on client’s financial status, lending needs, etc.
    • Identify specific business needs of client and determine loan limits by analyzing financial data.
    • Participate in sales events, or industry specific seminars as required.
    • Ensure that all loans within assigned portfolio are performing as expected and any issues are addressed in a timely manner.

    Requirements

      

    Preferred Prior Experience:

    • Solid sales experience in a banking environment, generally gained through a minimum of 7 years previous experience.
    • Proven success in generating new business.
    • Thorough understanding of  local market and solid base of contacts required.
    • May require a thorough knowledge of specialty business depending on assignment.

    Preferred Education:

    • BA Business Administration

    Requisite Skills:

    • Good computer skills.
    • Excellent written and verbal communication skills.
    • Thorough knowledge of Bank products and software
    • Strong understanding of financial statements.
    • Ability to analyze complex financial results.
    • Strong interpersonal skills ability to build and maintain client relationships.

    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:

    • Medical, dental, and vision plans
    • Vacation, sick leave, paid Holidays
    • Paid volunteer time
    • Employer paid life insurance
    • 401(k) with employer matching
    • Ongoing training, professional development and career advancement opportunities
    • Commission pay



    Supervisory Responsibilities: 

    • None 
  • 16 Days Ago

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Loan Portfolio Manager
  • Santa Cruz County Bank
  • Santa Cruz, CA FULL_TIME
  • DescriptionAbout 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 loa...
  • 16 Days Ago

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Sr. Facilities Project Manager
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING This position is being filled at either the Facilities Project Manager (Job ID: 64952) or Sr. Facilities Project Manager (Job ID: 64971). Applicants are encouraged to apply for the positio...
  • 1 Month Ago

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Sr Academic Personnel Analyst
  • University of California
  • Santa Cruz, CA FULL_TIME
  • Job Details Job Title Sr Academic Personnel Analyst Job ID 66581 Location Santa Cruz Full/Part Time Full Time Favorite Job JOB POSTING HOW TO APPLY For full consideration, applicants should attach the...
  • 1 Day Ago

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Sr. Employee Relations Analyst
  • University of California - Santa Cruz
  • Scotts, CA FULL_TIME
  • JOB POSTING HOW TO APPLYFor full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are ex...
  • 3 Days Ago

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Sr Academic Personnel Analyst
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING HOW TO APPLYFor full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are ex...
  • 3 Days Ago

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

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Financial Advisor
  • Johanson & Yau
  • Campbell, CA
  • About Us Johanson & Yau is a leading accounting and financial services firm dedicated to providing personalized tax driv...
  • 3/29/2024 12:00:00 AM

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Real Estate Acquisitions Associate Multifamily (Semi-Remote)
  • Advice Personnel
  • San Jose, 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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Sr. IT Business Financial Analyst
  • Western Digital
  • San Jose, CA
  • Company Description At Western Digital, our vision is to power global innovation and push the boundaries of technology t...
  • 3/29/2024 12:00:00 AM

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Senior Financial Analyst - Corporate Functions (B4)
  • Applied Materials, Inc.
  • Santa Clara, CA
  • About Applied Materials & the job: Applied Materials is the leader in materials engineering solutions used to produce vi...
  • 3/28/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • San Jose, CA
  • Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's ...
  • 3/28/2024 12:00:00 AM

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Financial Director
  • TRIO Heating & Air
  • San Jose, CA
  • Leadership Opportunity: Director of Finance - TRIO Heating & Air Architecting Financial Excellence in a Premier HVAC Ope...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Grassi Investment Management
  • Santa Clara, CA
  • Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking f...
  • 3/25/2024 12:00:00 AM

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

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$160,328 to $266,246
Santa Cruz, California area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
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Investment Portfolio Manager, Sr. in Abilene, TX
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Investment Portfolio Manager, Sr. in San Diego, CA
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