Portfolio Manager
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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

Qualifications/Experience:


  • 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
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Portfolio Manager


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