Portfolio Manager

Job Description

East West Bank is currently seeking a Porfolio Manager.  This Portfolio Manager will be responsible for managing and servicing a portfolio of commercial loan relationships.

Duties (not limited to):

  • Perform personal and business financial statement spreadsheets and credit risk analysis
  • Conduct credit verification for new loan applications
  • Set up credit files and document files for approved loans
  • Setup records for denied loan applications
  • Responsible for file maintenance and updating
  • Assist Relationship Managers and Branch Managers with credit requests
  • Responsible for expanding, building, and maintaining existing customer relationships
  • Follow up on past due payments and mature loans, help customers establish a habit of on-time payments
  • Process and review loan payments, loan documents, loan disbursements, loan payoffs, collateral requirements, loan structuring, and pricing and credit rating
  • Preparing various reports and coordinate with Loan Service Department for booking new/renewed loans, making advances under existing lines of credit (including construction loan disbursement and log)
  • Coordinate and communicate with Documentation and Loan Services Department, title companies, appraisers, and/or other lending institutions to ensure that new loans are booked properly and that existing loans are monitored and payments are processed properly
  • Follow up and update title and insurance policies along with other documents
  • Perform other duties as assigned.

Job Requirements


  • Experience with credit analysis and spreading, credit risk analysis, loan documentation and filing, good communication skills, computer skills and interpersonal skills
  • Must be able to prepare financial spreads and short memos
  • Trade finance experience, accounting/finance major preferred
  • Bilingual Chinese Mandarin/Cantonese highly preferred


East West Bank is an Equal Opportunity Employer

Job Snapshot

Employment Type Full-Time
Job Type Banking
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Relocation No
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 2567BR
CareerBuilder Tip:
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder.com you are agreeing to comply with and be subject to the CareerBuilder.com Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

Portfolio Manager

Enter notes about this job: