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Portfolio Manager

Company: Mechanics Bank
Location: Walnut Creek
Posted on: April 19, 2019

Job Description:

Requisition Number

Post Date

Portfolio Manager

Part Time

Walnut Creek



It is an exciting time to join Mechanics Bank as we are experiencing growth. We are currently searching for a Portfolio Manager for our Commercial Banking, Real Estate group based at our corporate headquarters in Walnut Creek. Responsible for managing and servicing a portfolio of commercial real estate loan relationships. Responsible for all aspects of commercial lending portfolio management, referrals, and cross selling Bank products and services in support of client retention and portfolio growth.

* Monitors reporting and commercial client portfolios to assess ongoing credit quality, timely address past due and maturing loans, address documentation and collateral exceptions, ensure financial performance updates, assess portfolio profitability, and review and address other key portfolio performance and compliance factors.

* Identifies potential for new lending niches and products targeted at small businesses taking into consideration our current market penetration, opportunities, Bank s risk appetite and desired portfolio mix

* Maintains and promotes existing client relationships and portfolio growth. Maintains a solid understanding of client s current and potential needs and market opportunities.

* Maintains product knowledge of all relevant Bank products, and the established processes and procedures necessary to successfully deliver them to clients.

* Collaborates with and assists RMs and branch staff in cultivating cross-sell opportunities and credit requests.

* Analyzes portfolio for trends. Manages to pre-determined metrics for loan/deposit ratios by identifying opportunities for selling products.

* Identifies potential for new lending niches and products targeted at small businesses.

* May participate in face-to-face client calls as part of the Commercial Banking team.

* Maintains up to date leads, opportunities, external mailings and contract consistency.

* Participates in industry, civic, and community events to build a network of referral sources and to generate business leads.

* Other duties as assigned.


* Extensive knowledge of commercial real estate credit analysis, spreading and analyzing financial statements, credit scoring, and loan documentation.

* Excellent analytical and critical thinking skills.

* Excellent verbal and written communication skills.

* Excellent organization skills and attention to detail skills.

* Excellent ability to effectively and accurately define problems, collect data, establish facts, and draw valid conclusions.

* Excellent negotiation skills.

* Solid working knowledge of commercial and real estate lending and types of loans secured by various types of collateral.

* Solid working knowledge of business and banking terminology.

* Ability to work effectively under pressure in a fast-paced environment.

* Proficient with Windows suite and the ability to use data base programs and other banking specific programs and to access reports. Ability to use software documentation and help features.

* Bachelor s degree, in a related discipline preferred; or solid directly related lending experience.

* Solid experience as a commercial underwriter or equivalent lending experience that includes working directly with clients preferred.

* Successful completion of a formal commercial credit training.

* Experience with bank loan and deposit systems preferred.

* Completion of a formal sales training program preferred.


* Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

Keywords: Mechanics Bank, San Francisco , Portfolio Manager, Executive , Walnut Creek, California

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