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SVP, Client Manager - Fund Finance

San Francisco, CA, USA | PacWest Bancorp

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Financial Services Professional
    General Management
  • Experience:
    10-12 years
Job Description:
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The SVP, Client Manager is a player / coach role managing a team of more junior client managers responsible for managing portfolio accounts as well as carrying a small number of more complex accounts.The SVP, Client Manager monitors the overall performance of the loan portfolio, identifies deviations and trends, and facilitates the overall management process, with the primary objective of identifying and mitigating credit losses.The SVP, Client Manager is involved with the quality control function for the integrity of our borrower’s financial and other data, to include financial reporting, and the timely application of company established risk rating policies and procedures. This position requires an ability to work independently with limited day-to-day supervision.


Manage a small group of client managers

Maintain and monitor a small portfolio of accounts

Facilitate and oversee the timely and accurate input of all data, specifically as it relates to borrower financial data. Communicate frequently with assigned clients to obtain information needed to evaluate changes in the asset value and operational / financial performance

Identify deviations from agreed upon performance and negotiate remedial action; obtain internal approval for action and document accordingly

Actively participate in portfolio review sessions with senior management

Collaborate with origination team on new transactions to ensure efficient documentation and funding

Provide guidance on process improvements, as well as provide oversight to junior members of the portfolio team

Travel to client visits and other meetings up to 25% of time (1 – 5 days per month)


Bachelor's degree in Finance or Accounting

CPA and/or MBA degree preferred

10+ years lending/credit experience

Proficient with Word and Excel

Strong interpersonal skills

Ability to multi-task

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