Los Angeles – Private Banker / Portfolio Manager (106538)

Yvette has been a private banking portfolio manager and underwriter for eight years and enjoys all elements of portfolio management, credit analysis and underwriting.

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

Yvette’s career skills as a portfolio manager include:

  • $70MM portfolio includes Commercial & Residential Real Estate, C&I, Unsecured Loans, Consumer Loans for high net worth individuals from various industries.
  • Underwrites new/existing commercial deals (C&I and CRE loans, $1MM – $40MM exposure.
  • Strong interpersonal skill: build and develop good relationships with others (internal and external).
  • Mentor to junior portfolio managers and credit analysts in developing underwriting skills.
  • Quickly accumulated knowledge on Private Banking and doubled managed portfolio size in one year.
  • Involved in structuring deals from start (prescreen) to finish (loan boarding)

Yvette is asking for a base salary minimum of $130K.

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

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