Los Angeles – Portfolio Manager / Credit Analyst (107144)

Jason has been a Portfolio Manager / Credit Analyst for two years with 11 years of related banking experience.

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

Jason’s career skills as a Commercial Portfolio Manager / Credit Analyst include:

  • Structure C&I loans as well as analyze business & personal financial statements to obtain cash flow and determine credit worthiness.
  • Manage a $100MM+ portfolio
  • Underwrite annual loan review through obtaining updated financial information from borrowers
  • Perform loan covenant monitoring, make adjustments to risk rating, and audit preparation
  • Financial Statement Analysis – income statement and cash flow
  • Underwriting, maintenance, and monitoring of C&I, equipment and other lines between $50M – $2MM
  • Prepared financial spread on CASH Insight
  • Prepared impairment analysis on a monthly basis
  • Monitored existing and new borrowers financial reporting requirements via tickler and covenant report
  • Perform cash flow analysis to track overall business health and recommend corrective action for under-performing businesses.
  • Monitored performance of portfolio, providing monthly update to Senior Management on the outlook pertaining to each credit file
  • Credit Memo Review – reviewed each credit memo and new credit requests to determine validity of the credit, request, borrower, collateral, and all other pertaining to the specific credit request.
  • ALSO – (Previously with same bank)
    • Generated new business through online prospecting, cold calling, face to face meetings and networking.
    • As a BDM, ranked #1 in the department for 2015 by averaging 2-5 loans per month with an average loan volume of $1.2MM

Jason is asking for a base salary minimum of $75K (flexible).

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

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