SVP, Client Manager - Fund Finance
San Francisco, CA, USA | Pacific Western Bank
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Industry:
Banking / Investment Banking
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Position Type:
Full-Time
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Functions:
Business Development
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Experience:
10-12 years
Job Description:
91 people have viewed this jobThe 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.
RESPONSIBILITIES
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)
POSITION REQUIREMENTS
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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