Senior Corporate Portfolio Manager - On Site

Coast One Mortgage; California; Hybrid; USD 100,000 - 130,000; Full time

Job summary

Genesis Capital in Sherman Oaks, CA, is seeking a Portfolio Manager for corporate channel responsibilities with a focus on oversight of a large loan portfolio and covenant compliance. The role interacts with Lending Team Managers, Relationship Managers, and Credit teams to ensure timely escalations and effective portfolio management.

The ideal candidate will have a Bachelor’s degree in business, 4+ years in portfolio analysis, and expert knowledge in complex commercial lending and credit

Qualifications

• Bachelor’s degree in business or related field is required.
• 4+ years in portfolio analysis or associate level.
• Expert knowledge in complex commercial lending and financial deal structuring.
• Expert knowledge of credit underwriting policies, procedures, and documentation.
• Advanced proficiency in Excel, Word, PowerPoint, and database applications.

Responsibilities

• Establish and maintain quarterly reporting, monitoring, and risk review processes for relationships with commitments over $20MM.
• Partner with technology and reporting teams to develop automated monitoring capabilities.
• Conduct quarterly portfolio review meetings with Lending Team Managers to discuss performance and risks.
• Identify adverse trends and propose mitigation strategies.
• Oversee covenant testing and compliance monitoring (DSCR, occupancy, and other covenants).
• Monitor delinquency and support resolution efforts across the portfolio.

Skills

Portfolio analysis

Credit underwriting

Financial deal structuring

Excel proficiency

PowerPoint

Database applications

Education

Bachelor’s degree in business or related field

Tools

Excel

Word

PowerPoint

Database applications

Job description

Genesis Capital in Sherman Oaks, CA, is seeking a Portfolio Manager for corporate channel responsibilities with a focus on oversight of a large loan portfolio and covenant compliance. The role interacts with Lending Team Managers, Relationship Managers, and Credit teams to ensure timely escalations and effective portfolio management.

The ideal candidate will have a Bachelor’s degree in business, 4+ years in portfolio analysis, and expert knowledge in complex commercial lending and credit