Vice President, Portfolio Manager - Innovation/Tech ABL

Western Alliance Bank; San Francisco (CA); On-site; USD 139,095 - 171,821; Full time

Benefits offered by this job

Medical and dental insurance

401k matching program

Tuition assistance program

Employee volunteer program

Wellness program

Job summary

A leading financial institution in San Francisco is seeking a Vice President, Portfolio Manager to oversee complex loans and support venture-backed technology companies. You will analyze applications, structure loans, and manage client relationships to optimize credit risks. The ideal candidate has over 6 years in portfolio management and excellent communication skills. Competitive salary with benefits and additional incentives offered.

Qualifications

• 6+ years of related experience in Portfolio Management or similar field.
• Intermediate to advanced knowledge of general banking operations.
• Completed credit analyst training.

Responsibilities

• Analyze, structure, and underwrite complex loans.
• Coordinate processing of approved loans and customer needs.
• Assess client credit needs and structure financing requests.

Skills

Portfolio Management

Credit Analysis

Customer Service

Communication Skills

Education

Bachelor's degree or equivalent experience

Job description

Join to apply for the Vice President, Portfolio Manager - Innovation/Tech ABL role at Western Alliance Bank

Job Title: Vice President, Portfolio Manager - Innovation/Tech ABL
Location: CA - San Francisco

What You'll Do: As Portfolio Manager III you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker.

The ideal candidate will have an interest in working with venture-backed technology companies.

Responsibilities:

• Interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
• Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
• Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
• Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
• Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

What You'll Need:

• 6+ years of related experience in Portfolio Management or similar field.
• Bachelor's degree or equivalent experience required.
• Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
• Advanced speaking and writing communication skills.

Compensation: Salary range for new hires is generally $139,095.00 - $171,821.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits You’ll Love: We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.

About The Company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities.