Job Description

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About The Organization

SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.

About The Organization

SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.

The anticipated salary range for this role is between $148,000.00 and $165,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Our mission is to be the bank of choice for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.

To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.

Specialties

Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services

Job Summary

As part of the Diversified Industries vertical, the Sr. Portfolio Manager will play a crucial role in the execution of credit facilities for new and existing customers across a broad range of industries (C&I lending). Responsible for the evaluation, structuring, preparation, and review of credit memos for proposed and existing credit facilities, generally in the amount of $5,000,000 to $25,000,000. Position requires an advanced working knowledge of the technical/analytical aspects of commercial loan underwriting including the evaluation of (i) cash flow, income statement and balance sheet financial analysis, collateral quality, enterprise valuation, (ii) financial analysis of and management capacity of individual and corporate guarantors, (iii) market/industry trends & risk, and (iv) knowledge of loan participation/syndications. Work with Relationship Managers and in developing, maintaining, and growing recommending, implementing, and monitoring the loan portfolio, and manage risk consistent with the Banks underwriting standards. Prior experience in cash flow lending including leveraged, sponsor-backed, acquisition financing, EV-reliant, etc. strongly preferred.

Principal Duties & Responsibilities

• Responsible for the ongoing maintenance and monitoring of their assigned portfolio, as well as underwriting new transactions.
• Ensure timely modification, extension, renewals, and annual reviews are completed as necessary.
• Preparation or review of Pre-Screen reports of prospective borrowers and guarantors.
• Preparation of Credit Approval Reports for submission to Credit Administration, including loan summary, credit analysis, and applicable backup data. Ensure that underwriting is complete and consistent with credit policies, procedures, and methodologies.
• Deal presentation on loan approval committee meetings when required.
• Prepare other written reports as required as part of the loan relationship management.
• Manage the process, as required, to ensure timely loan closings.
• Develop and maintain good relationships with Division Head, Relationship Managers, Credit Analysts & customers.
• Maintain current knowledge of the Banks loan policies and Risk Rating System.
• Provide assistance and training of junior loan officers within the department in coordination with the Portfolio Manager Team Lead.
• Perform duties/special projects, as necessary, and other related duties of which the above are representative.

Position Specifications

• Education: BA/MBA in business, accounting, and/or finance, or equivalent experience.
• Experience: Thorough knowledge of commercial lending in the Middle Market and/or Mid-Corporate space, generally acquired through a minimum of 10 years related experience. Leveraged cash flow lending experience strongly preferred.
• Skills/ Qualifications: Knowledge of all technical aspects of commercial loan underwriting, attention to details, superior time management and prioritization skills, and proficient oral and written communication skills.

EOE STATEMENT

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

CCPA DISCLOSURE

Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at . Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Financial Services, and IT Services and IT Consulting

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Job Tags

Full time, Local area,

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