Vice President, Portfolio Manager, Juris Banking

Company: Disability Solutions
Location: San Diego
Posted on: April 17, 2024

Job Description:

Job Title:Vice President, Portfolio Manager, Juris BankingLocation:CA - San Diego, B StreetWhat you'll do:The Portfolio Manager position is responsible for analyzing, structuring, underwriting and coordinating the closing of loans to law firms and related businesses in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Relationship Manager to manage loans to ensure the credit risks are responsibly monitored and identified. This position will assist in attaining established division's goals through active participation in underwriting and closing desirable credits with the Relationship Manager. The Portfolio Manager is responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.What we are looking for:

• Work closely with the Relationship Manager to develop new and or maintain existing client relationships while ensuring a timely credit process from start to finish.
• Along with the Relationship Manager, interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
• Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
• Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
• Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
• Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.Qualifications
  • Bachelor's degree (BA) from a four (4) year college or university, and minimum of eight (8 years or more related experience and/or training; or the equivalent combination of education and experience.
    • Work related experience should consist of an in-depth background in financial statement analysis.
    • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
    • Ability to spread large, complex financial statements and tax returns and complete cash flow forecasting.
    • Ability to make pertinent comments relating to the current credit risk as reflected by the spread.
    • Demonstrate strong analytical and project management skills for a variety of tasks or projects.
    • Ability to deal with difficult problems involving multiple facets, variables in non-standardized situations.
    • Ability to work well with others in a collaborative team environment.
    • Self-starter, entrepreneurial attitude, and an upbeat positive outlook.Compensation: Salary range for new hires is generally $116,065.00 - $143,475.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.Benefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.-- Western Alliance Bancorporation

Keywords: Disability Solutions, Escondido , Vice President, Portfolio Manager, Juris Banking, Executive , San Diego, California