Portfolio Manager

  • Cannabis Jobs
  • Santa Clara, CA, USA
  • 06 Mar, 2021

Job Description

For more than 45 years, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With total assets over $52.2 billion, we’re ranked among the top 25 largest banks by asset size in the United States. And since 2010, we have been recognized by Forbes magazine as one of “America’s Best Banks.” With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Responsible for credit underwriting and portfolio management of both existing and new relationships in the Cannabis related opportunities within the Emerging Markets Group; this candidate will also assist with cross-selling banking products/services to new and existing banking relationships. Primary performance responsibilities to working closely with the Lead RM and Bank's Compliance team to assist with prescreening, on-boarding/on-going monitoring/management of existing/new business relationship. Further, the candidate will also be responsible for helping the RM with managing the portfolio which include analyzing financial data to determine the merits of loan requests, recommending structure and underwriting of any/all credit related actions. + Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines. + As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship + Responsible for credit risk and quality of the portfolio. + Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate. + Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio. + Make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits. + Performs other duties as assigned. + 5-10 years of relevant experience, to include progressive cross-selling opportunities. + Good understanding of financial institution departments and activities. + Demonstrate great customer service via phone and email + High energy level and ability to sell to customers' needs. + Ability to close, prospect and have sales planning + Good communication and organizational skills. Requisition ID: 2021-8172 Street: 2350 Mission College Blvd., Suite 988