Talent.com
Portfolio Relationship Manager
Portfolio Relationship ManagerGBC International Bank • Seattle, WA, US
Portfolio Relationship Manager

Portfolio Relationship Manager

GBC International Bank • Seattle, WA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description


Job Summary

The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers.


Essential Job Functions

  • Responsible for the credit and monitoring of portfolio risks
  • Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers.
  • Conducts preliminary evaluation and underwriting of loan proposals terms sheets.
  • Contribute to the Team’s overall meeting and/or exceeding the assigned volume/production goals
  • Identify and recommend changes and enhancements to the Bank’s lending policies and procedures to best serve the current market needs
  • Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business.
  • Requests all third party appraisals, environmental reports, and ensures all are within compliance.
  • Identify areas of concern pertaining to a loan and discuss with Account officers
  • Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposal and facilitate the loan approval.
  • Primary contact for coordinating information between client and internal departments in the loan process.
  • Responsible for communication and finalizing loan closing.
  • Responsible for overseeing renewals, document tickler and covenant tracking of loans.
  • Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner.
  • Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner.
  • Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities.
  • Troubleshoot, report, and manage activity on delinquent accounts at the various intervals
  • Generate and provide requested reports as necessary on Team’s loan portfolio
  • Participate in team sales calls and attend external events and activities in a business development role.

Qualifications/Requirements

  • Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required.
  • Prior working experience with loan underwriting is required.
  • Formal credit training is required.
  • Ability to analyze financial and project statement, corporate and personal tax returns.
  • Understanding of basic loan structure processes and regulations associated with lending
  • Strong understanding of loan documentation criteria
  • Excellent verbal and written communication skills;
  • Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)
  • Excellent interpersonal, customer relations and sales skills
  • Ability to demonstrate being a self-starter, well-organized, detail-oriented
  • Strong team work ethics is required
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data
  • Ability to work well independently and in a fast-paced environment
  • Travel within the local market may be necessary
[job_alerts.create_a_job]

Portfolio Relationship Manager • Seattle, WA, US

[internal_linking.similar_jobs]

Senior CRE Relationship Manager

Columbia Bank (WA, OR & ID)Kirkland, WA, United States
[job_card.permanent]

Commercial Real Estate Lending Relationship Manager.Responsible for sourcing and developing full banking relationships with professional developers and sophisticated Commercial Real Estate (CRE) in...[internal_linking.show_more]

 • [job_card.promoted]

Business Relationship Manager

East West BankSeattle, WA, United States
[job_card.full_time]

Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West.Our teams of experienced, mult...[internal_linking.show_more]

 • [job_card.promoted]

Commercial Relationship Manager

Key BankTacoma, WA, United States
[job_card.full_time]

Pacific Avenue, Tacoma Washington.The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients.The Relationship Manager is accountable for ha...[internal_linking.show_more]

 • [job_card.promoted]

Mortgage Loan Originator

Global Credit UnionRenton, WA, United States
[job_card.full_time]

Originate mortgage loans and promote related programs within the real estate profession and through personal networks.Market mortgage loan programs to the real estate sales industry and to personal...[internal_linking.show_more]

 • [job_card.promoted]

SBA Relationship Manager - WA (Seattle)

CivicMinds, IncShoreline, WA, United States
[job_card.full_time]

The SBA Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all t...[internal_linking.show_more]

 • [job_card.promoted]

Portfolio Manager

Arboreal ManagementSeattle, Washington, US
[job_card.full_time]
[filters_job_card.quick_apply]

We deliver below market, affordable rents for our residents and above market returns for our investors.Portfolio Manager – In Person (Seattle, WA) .Arboreal Management is a mission-driven property ...[internal_linking.show_more]

Director, Principal Relationship Manager, Commercial (Emerging Middle Market)

Bank of MontrealSeattle, WA, United States
[job_card.part_time]

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.We are driven by a single purpose: to Boldly Grow the Good in business a...[internal_linking.show_more]

 • [job_card.promoted]

Mortgage Loan Officer

Key BankDes Moines, WA, United States
[job_card.full_time]

Marine View Drive S - Des Moines, Washington 98188.The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to cur...[internal_linking.show_more]

 • [job_card.promoted]

Business Relationship Manager

UnavailableBellevue, WA, United States
[job_card.full_time]

Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West.Our teams of experienced, mult...[internal_linking.show_more]

 • [job_card.promoted]

Commercial Banking Relationship Manager Associate

U.S. BankSeattle, WA, United States
[job_card.full_time]

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[internal_linking.show_more]

 • [job_card.promoted]

Analyst, Portfolio Valuation

KrollSeattle, WA, United States
[job_card.full_time]

Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic field of Portfolio Valuation.We are seeking motivated and detail-oriented individuals to contribute as new j...[internal_linking.show_more]

 • [job_card.promoted]

Portfolio Relationship Manager

GBC International BankFederal Way, WA, United States
[job_card.full_time]

Portfolio Relationship Manager.The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, a...[internal_linking.show_more]

 • [job_card.promoted]

WMAS Relationship Manager III/IV

Washington Trust BankSeattle, Washington, United States
[job_card.full_time]

As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, tru...[internal_linking.show_more]

 • [job_card.promoted]

Portfolio Manager III

Bank of AmericaSeattle, WA, United States
[job_card.full_time]

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for o...[internal_linking.show_more]

 • [job_card.promoted]

Senior Portfolio Manager

International Search ConsultantsSeattle, 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, ...[internal_linking.show_more]

 • [job_card.promoted]

Assistant Portfolio Manager

Premera Blue CrossMountlake Terrace, WA, United States
[job_card.full_time]

Our purpose, to improve customers' lives by making healthcare work better, is far from ordinary.Working at Premera means you have the opportunity to drive real change by transforming healthcare.Pre...[internal_linking.show_more]

 • [job_card.promoted]

Sr. Client Portfolio Manager

Washington Trust BankBellevue, WA, United States
[job_card.full_time]

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client invest...[internal_linking.show_more]

 • [job_card.promoted]

Mortgage Loan Officer

Generations Home LoansSeattle, WA, US
[job_card.full_time]

Generations Home Loans is seeking experienced, licensed Mortgage Loan Officers with a demonstrated history of building strong agent partnerships to join our purchase-driven team in partnership with...[internal_linking.show_more]