Portfolio Manager I
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$28-$34/hour
Benefits
Paid Vacation
Job Description
JOB SUMMARY
The Portfolio Manager I is responsible for assisting the commercial lending team with consistent, timely and accurate support to achieve department goals and adhere to policy and procedure. This position requires an extreme sense of urgency and a faster than average work pace is necessary. They may participate in client calls/meetings and prospecting efforts. This position will work closely with Commercial Lenders and Portfolio Managers to achieve outstanding customer experience, while upholding company standards, and adhering to policies and regulations. Change is an ongoing occurrence of this position and must be approached conservatively and with the support and guidance of management.ESSENTIAL FUNCTIONS
- Supports the commercial lending team by actively participating and assisting in all aspects of the loan process.
- Assists commercial lenders with preparation of prospect review memos, ALCO requests and term sheets/LOIs, and may attend sales meetings/calls and serve as additional contact for commercial bank clients.
- Builds customer profiles in the bank’s loan origination software and assists in application generation/intake process for loan originations, renewals and other credit actions. This includes initiating workflows for portfolio management practices.
- Works closely with Commercial Lenders and Portfolio Managers (II, III and IV) to assist in obtaining necessary financial documentation and other documentation needed for the application and loan file.
- Is actively involved in QA (quality assurance), involving understanding the loan documentation components and reviewing for accuracy, as well as understanding and participating in the loan closing process.
- Assists Commercial Lenders and Portfolio Managers (II, III and IV) with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
- Identifies additional opportunities to meet client needs and expand relationships with new and existing clients. May assist lenders in their prospecting efforts.
- Manage client tickler system for timely collection of borrower and guarantor financial information.
- Support Commercial Lenders and Portfolio Managers (II, III and IV) with timely initiation and management of the loan renewal process.
- May assist in completing spreads for financial reviews and or credit actions on non-complex relationships within the portfolio assigned.
- Assists the Commercial Lending Team in maintaining and properly documenting loan files.
- Ability to work independently and be a self-starter.
- Work efficiently and respectfully with all departments within the organization.
- Maintain and apply sufficient knowledge of regulatory compliance and complete with passing scores on-line compliance training according to established schedules.
- Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.
- Demonstrates knowledge of and adherence to the Bank’s anti-harassment policy, shows respect and sensitivity for cultural differences, promotes a working environment free of harassment of any type.
- Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations, and adheres to Bank Secrecy Act (BSA) and HIPAA responsibilities that are specific to the position.
- Completes administrative tasks correctly and on time, supports the Bank’s goals and values, and benefits the Bank through outside activities.
EDUCATOIN AND EXPERIENCE
- Associate degree and/or a combination of education and experience in business, accounting, finance or related field.
- Bachelor’s degree in business, accounting, finance or related field preferred.
- One to three years of lending or equivalent experience is required. Business lending experience is preferred with emphasis on the lending needs of the small business sector. Proficient knowledge of general office practices and personal computer operations including work processing, spreadsheet, and email software programs. Critical thinking skills are a must.
There are many reasons to work for Plumas Bank. Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason! Plumas Bank offers competitive benefits. Salary range $28.00 - $34.00 per hour.
Plumas Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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FAQs About Portfolio Manager I Jobs at Plumas Bank
What is the work location for this position at Plumas Bank?
This job at Plumas Bank is located in Carson City, NV, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Plumas Bank?
Candidates can expect a pay range of $28–$34 per hour for this role.
What employment applies to this position at Plumas Bank?
Plumas Bank lists this role as a Full-time position.
What experience level is required for this role at Plumas Bank?
Plumas Bank is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Plumas Bank for this role?
Plumas Bank offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Plumas Bank?
You can apply for this role at Plumas Bank either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.