Talent.com
AVP/VP, Portfolio Manager
AVP/VP, Portfolio ManagerCathay Bank - Headquarters • Bellevue, WA, United States
AVP / VP, Portfolio Manager

AVP / VP, Portfolio Manager

Cathay Bank - Headquarters • Bellevue, WA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying :

Video Clip 1

Video Clip 2

Video Clip 3

Learn more about us at cathaybank.com

GENERAL SUMMARY

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide "best-in-class" service to these loan clients while following established Bank's policies and procedures.

DIRECT REPORTS

This incumbent has no direct reports.

ESSENTIAL FUNCTIONS

  • PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
  • Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
  • Maintain and grow existing client relationships, cross-sell Bank's other products and services.
  • Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
  • Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR")
  • Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
  • Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client.

QUALIFICATIONS

Education :

  • U.S. College graduate with major in related fields, strongly preferred
  • Experience :

  • 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both.
  • Thorough knowledge of lending regulations and credit / underwriting practices.
  • Must have strong loan portfolio management experience.
  • Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
  • Must possess previous underwriting experience in the requisite area of commercial lending.
  • Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing.
  • Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products.
  • Skills / Ability :

  • PC proficient.
  • Excellent verbal and written communication skills. Bilingual (English / Mandarin or Cantonese) a plus but not required.
  • Ability to work well independently to restructure loans and / or lines of credits.
  • Must be organized and detail oriented and able to multi-task.
  • Ability to work effectively in a fast paced, high production and team environment.
  • Excellent time management skills and be accustomed to working with deadlines.
  • Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.
  • OTHER DETAILS

    AVP : $80K - $110K / year

    VP : $110K - $125K / year

    Pay determined based on job-related knowledge, skills, experience, and location.

    This position may be eligible for a discretionary bonus.

    Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

    Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .

    Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

    Click here to view the "Know Your Rights : Workplace Discrimination is Illegal" Poster :

    Poster- English

    Poster- Spanish

    Poster- Chinese Traditional

    Poster- Chinese Simplified

    Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

    [job_alerts.create_a_job]

    Portfolio Manager • Bellevue, WA, United States

    [internal_linking.related_jobs]
    Senior Finance & Strategy Manager, FP&A

    Senior Finance & Strategy Manager, FP&A

    Coinbase • Seattle, Washington, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Finance Analyst - ERP Implementation

    Senior Finance Analyst - ERP Implementation

    City of Renton Washington • Renton, WA, United States
    [job_card.full_time] +1
    Applications are only accepted via.Senior Finance Analyst - ERP Implementation | Job Details tab | Career Pages (governmentjobs. The City of Renton has an exciting, limited term full-time opportunit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President of Customer Support

    Vice President of Customer Support

    VirtualVocations • Renton, Washington, United States
    [job_card.full_time]
    A company is looking for a Vice President of Customer Support.Key Responsibilities Define and execute the global support strategy to enhance customer experience and platform reliability Oversee ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AR Specialist

    AR Specialist

    Creative Financial Staffing • Everett, WA, US
    [job_card.full_time]
    Accounts Receivable (AR) Specialist.Our client, a recognized industry leader known for innovation, reliability, and award-winning service, is seeking an experienced AR Specialist to join their grow...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote VP, Renewables IB — Lead Deals & Teams

    Remote VP, Renewables IB — Lead Deals & Teams

    Agentis Capital • Seattle, WA, United States
    [filters.remote]
    [job_card.full_time]
    A leading financial advisory firm is seeking a Vice President, Investment Banking - Renewables.This executive position involves leading the North American financial advisory practice, managing comp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Manager In Training

    Manager In Training

    AutoZone • Everett, WA, US
    [job_card.full_time]
    AutoZone’s Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Ple...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PWM Senior Portfolio Manager

    PWM Senior Portfolio Manager

    U.S. Bank • Seattle, WA, United States
    [job_card.full_time]
    PWM Senior Portfolio Manager page is loaded## PWM Senior Portfolio Managerlocations : Seattle, WAtime type : Full timeposted on : Posted 17 Days Agotime left to apply : End Date : November 28, 2...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    AVP, Vendor Management - REMOTE

    AVP, Vendor Management - REMOTE

    USA Jobs • Everett, WA, US
    [filters.remote]
    [job_card.full_time]
    Provides strategy and leadership to teams responsible for enterprise-wide vendor management activities - ensuring comprehensive operational efficiency, functional leadership engagement, sustainable...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Territory Manager

    Territory Manager

    G-A-P Supply Corp Johnstone Portland • Everett, WA, US
    [job_card.full_time]
    Johnstone Supply - The Founder's Group!.Johnstone Supply - The Founders Group is a 3rd generation family-owned wholesale distributor for heating, cooling, and refrigeration supplies and equipme...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Representative

    Field Representative

    RDSolutions formerly RetailData • Everett, WA, US
    [job_card.part_time]
    The retail industry continues to see unprecedented dynamics as it pivots to a true omni-channel shopping experience.Informed retailers are succeeding, and RDSolutions is providing them with the con...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Tacoma, WA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Marysville, Washington
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Portfolio Manager

    Senior Portfolio Manager

    International Search Consultants • Seattle, WA, United States
    [job_card.full_time]
    A distinguished independent wealth management firm is seeking a.Vice President, Portfolio Manager.The ideal candidate brings over a decade of experience managing global portfolios across equities, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Treasurer

    VP, Treasurer

    Zones • Auburn, WA, US
    [job_card.full_time]
    When it comes to IT solution providers, there are a lot of choices.But when it comes to providers with innovative and differentiating end-to-end service offerings, there’s really only one : Zones – ...[show_more]
    [last_updated.last_updated_30]
    Regional Vice President, Retirement - St. Louis / Kansas City - Bank / Wire Channel

    Regional Vice President, Retirement - St. Louis / Kansas City - Bank / Wire Channel

    Symetra • Bellevue, WA, United States
    [job_card.full_time]
    Symetra has an exciting opportunity for an annuity wholesaler based in either.The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives their annual Incentive Comp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Marysville, Washington, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Principal (Vice President), Consulting

    Senior Principal (Vice President), Consulting

    PG Forsta • Seattle, WA, United States
    [job_card.full_time]
    PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understan...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    AVP / VP, Portfolio Manager

    AVP / VP, Portfolio Manager

    Cathay Bank • Bellevue, WA, United States
    [job_card.full_time]
    Posted Friday, October 3, 2025 at 7 : 00 AM.Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture th...[show_more]
    [last_updated.last_updated_30] • [promoted]