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Credit Portfolio Manager

Company: First Republic Bank
Location: San Francisco
Posted on: November 22, 2021

Job Description:

: At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. Youll always feel empowered and valued here. Incredible teams doing exceptional work, every day The Credit Approval & Administration team provides education, guidance, and best practices related to First Republics credit culture and policy. Our team includes members of the Executive Loan Committee and Credit Administration who approve and monitor loans in accordance with our credit culture and policy. : Provide primary support to the Deputy Head of Credit Administration (DHCA) within the Credit Administration group (Credit Admin). As a team, the Credit Portfolio Manager and DHCA will work to assure that the Credit Administration group has the tools, processes, and procedures to manage the Private EquityE/Venture Capital (PE/VC) lending portfolios performance, monitoring, and reporting effectively and efficiently. With the help of the DHCA, the Credit Portfolio Manager will develop domain expertise for PE/VC lending, manage the reporting and analysis of the portfolio and individual credit, organize and participate in Portfolio Reviews and Analytics, participate in User Accepted Testing (UATs) for new portfolio monitoring tools, ensure policies and procedures for the portfolio are appropriate, well understood and consistently followed, and proactively escalate key risks related to the Banks PE/VC lending activities. The Credit Portfolio Manager will also partner with DHCA, Head of Credit Administration, Chief Credit Officer, and credit associates to support Credit Administrations FDIC, Internal Audit, Third Party Loan Reviewer and Auditor efforts related to the PE/VC lending practice. What youll do as a Credit Portfolio Manager:

  • Manage the credit quality of the PE/VC lending portfolio. This is including, but is not limited to,
    • Monitor and report high-risk credits/obligors on monthly/quarterly basis,
    • Escalate key risks related to PE/VC lending activities and individual credits to the DHCA, Head of Credit Administration, and Chief Credit Officer,
    • Monitor and report key risk indicates and lending limits and ensure adherence to PE/VC lending risk appetite,
    • Maintain and continuously improve a comprehensive portfolio of monitoring tools,
    • Partner with Credit Approval and Administration experts to ensure PE/VC lending policies and procedures are appropriate, well understood, andconsistently followed,
    • Participate in the UATs for PE/VC portfolio monitoring tools.
    • Responsible for industry analysis and domain expertise for PE/VC lending portfolio management including developing, preparing, and presenting on market conditions, Bank PE/VC processes, and portfolio insights.
    • Support Credit Administrations FDIC, Internal Audit, Third Party Loan Reviewer and Auditor efforts by partnering with Regulatory Affairs, Credit Administration Leadership, and Credit Approval Leadership to administer regulatory exams involving the PE/VC portfolio. : You could be a great fit if you have:
      • 5+ years of experience in one or a combination of the following: underwriting, credit, or portfolio management
      • Ability to thoroughly analyze credits on an independent basis and communicate finding in a concise manner
      • Exceptional verbal, written, and interpersonal communication skills
      • Strong analytical skills with high attention to detail and accuracy
      • The ability to work independently and as a part of a team
      • Extremely detail oriented and able to manage multiple complex tasks concurrently
      • Discretion with confidential information.
      • Systems & Tools:
        • Microsoft Office (Excel VBA strongly preferred, PowerPoint, Word, Outlook)
        • SQL database is a plus Job Demands:
          • Must be able to review and analyze data reports and manuals; must be computer proficient.
          • Must be able to communicate effectively via telephone and in person.
          • Must be able to travel as position requires. Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. Youll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stabilitythats the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Keywords: First Republic Bank, San Francisco , Credit Portfolio Manager, Executive , San Francisco, California

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