Vice President, Portfolio Management - Juris Banking

Davita Inc.; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading financial services company seeks a Vice President for Portfolio Management to oversee loan requests and structuring. The ideal candidate will have extensive experience in commercial underwriting, manage key relationships, and ensure compliance with regulations while providing excellent customer service.

Benefits

Competitive Salaries

Health Insurance

401k Matching

Tuition Assistance

Wellness Programs

Qualifications

• Minimum 7 years of commercial underwriting experience with strong credit knowledge.
• Advanced skills in financial statement and tax return analysis.
• Ability to handle multiple credit requests simultaneously.

Responsibilities

• Analyze and structure loan requests.
• Work with Relationship Manager to manage loans.
• Ensure compliance with banking regulations.

Skills

Credit Analysis

Portfolio Management

Customer Service

Communication

Financial Analysis

Education

Bachelor's Degree in Finance or Accounting

Job description

Job Title:

Vice President, Portfolio Management - Juris Banking

Location:

CA - San Diego, 450 B St

What you'll do:

Our Juris Banking team is seeking a Commercial Underwriter responsible for analyzing, structuring, underwriting, and coordinating the closing of new loan requests and renewals for various lending products to law firms and related businesses. The Underwriter will work with the Relationship Manager to manage loans, ensuring credit risks are responsibly monitored and identified. Key responsibilities include reviewing loan structures, financial spreads, entity structures, collateral, market data, and reports to understand inherent risks and prepare credit actions. The Underwriter must ensure compliance with all applicable banking regulations.

• Work closely with the Relationship Manager to develop or maintain client relationships and ensure a timely credit process.

• Interface with clients to assess their credit needs and determine analysis requirements.

• Gather and analyze information to present financing requests for approval.

• Coordinate processing of approved loans, ensuring compliance with policies and customer needs.

• Provide excellent customer service and follow-through with customers and employees.

• Handle underwriting, portfolio management, and related tasks for new and existing loans.

What you'll need:

• Bachelor's Degree in Finance or Accounting preferred.

• Minimum 7 years of commercial underwriting experience, with strong credit knowledge in Commercial & Industrial lending.

• Advanced skills in financial statement and tax return analysis.

• Strong portfolio management skills and excellent communication skills.

• Ability to work collaboratively and handle multiple credit requests simultaneously.

• Self-starter with an entrepreneurial attitude and positive outlook.

Compensation varies by location, with salary ranges provided for San Diego, CA, and other locations. The role may be eligible for bonuses and stock options.

Benefits you'll love:

Competitive salaries, ownership stake, health insurance, time off, 401k matching, tuition assistance, volunteer programs, wellness programs, and career growth opportunities.

About the company:

Western Alliance Bank, a subsidiary of Western Alliance Bancorporation, offers various banking services. We are committed to equal employment and provide accommodations for individuals with disabilities. For accommodations, contact HR at [e-mail] or call 602-386-2488.