Senior Portfolio Manager

🕒 Yesterday

🏄 California – Remote

🏄 California – Remote

💵 $119.3k - $121k / year

⏰ Full Time

🟠 Senior

👔 Manager

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Golden 1 Credit Union

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1933

🏦 Banking

💸 Finance

Banking • Finance

Golden 1 Credit Union is a member-owned credit union headquartered in Sacramento, California. It provides retail and business banking and a wide range of consumer financial services, including multiple checking and savings options, term certificates and IRAs, mortgages and home equity products, auto and personal loans, credit cards, investing and wealth services, and insurance and protection options. The credit union emphasizes online and mobile banking tools, member rewards and cashback programs, financial education, community grants and scholarships, and partnerships (for example with the Golden 1 Center/Sacramento Kings).

📋 Description

• Participate with the Commercial Lender in meetings with the client or prospects. • Interviews applicants to obtain sufficient information concerning their specific projects, financial needs, and goals to make acceptable risk determinations for existing portfolio. • Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be reviewed for risk migration in a timely manner. • Monitors ongoing risk of the exposure, including periodic reviews of the borrower and related entities. • Works closely with credit administrators, credit Analysts, Loan Processers, and other staff to assure high level of quality was previously completed in each credit application. • Ensures current risk assessment of each credit facility is accurate and escalates credits for which they have identified increased risk. • Maintain tickler, tracking, monitoring, and reporting systems such as pending loan and collateral documentation, ongoing operational and financial documentation, completion status of annual loan reviews, and covenant tracking and reporting. • Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values. • Provide fundamental and technical advice to members of the management team regarding recommendations to favorably position the Credit Union. • Maintain knowledge in all applicable laws, regulations, policies, and economic influences and keep senior management informed of any changes. • Review call report schedules and other regulatory reporting. • Compile and present information action reports to senior management as required. • Performs other duties as assigned.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a quantitative field preferred. • A minimum of five years or more experience in commercial portfolio management for financial institution and broad financial analytics in the banking and financial services industry. • Advanced knowledge of the Credit Union’s business procedures and objectives; excellent demonstrated analytical, communications, organizational, and decision-making skills. • A mastery of oral and written communications skills. Ability to think and implement strategically. • Broad and deep understanding of data and methods of data management and analysis. • Strong understanding of compliance requirements, enterprise risk management and a broad and detailed understanding of the financial services industry. • Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization. • Strong business acumen and financial management skills. • Ability to take conceptual information and/or emerging trends and write management-ready, professional reports. • Solid understanding of technology and its utilization as a competitive enabler in financial services. • Strong inter-personal skills.