Los Angeles – Portfolio Manager – C&I & CRE (107059)

Adam has been a Portfolio Manager for 13 years and enjoys all elements of credit analysis and portfolio management.

He is seeking an opportunity with a Los Angeles area bank.

Adam’s career skills as a Portfolio Manager include:

  • Reviews credit approval documents for new loans, amendments, renewals and annual reviews.
  • CRE/ C&I average deal size – $2MM to $5MM 
  • Very Strong knowledge of SBA 504 and 7a
  • Handles entire portfolio of $100MM Credit for three lenders
  • Strong experience with CRE (owner occupied)
  • Supervises the Bank’s Credit Department, actively participating in the training and mentoring of the Bank’s Credit Analysts.
  • Analyzes individual, company and industry performance; in assessing the creditworthiness of clients and prospects.
  • Provides independent, in-depth analysis of financial statements, projections and business plans to identify and mitigate key risks.
  • Completes timely ongoing portfolio analysis, including historical financial performance, projection analysis, covenant compliance and any other credit risk related analyses.
  • Actively manages financial reporting requirements, past dues and documentation exceptions.
  • Ensures compliance with internal bank commercial loan policy and external regulatory requirements.
  • Created patent pending portfolio management software.

Adam is asking for a base salary minimum of $85K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.

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