Overview: ABOUT US
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
PORTFOLIO MANAGER SR - Asset-Based Lending
The Porfolio Manager/Underwriter position focuses on credit underwriting and review of prospects and/or existing client relationships for City National Bank asset-based lending group.
Beverly Hills, CA30+ days ago
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
p>Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Additional Qualifications Basic experience in credit management and lending operations with a strong understanding of risk management principles Desire to build leadership and coaching skills with the ability to train and develop talent Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise. Portfolio Management Owns and manages an assigned credit portfolio ensuring alignment with organizational goals and risk management practices including underwriting all types of credit exposures, managing credit risk and responding to prospective client inquiries.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team with a focus on the music sector.
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $122,535 - $208,715 per year.
WHAT IS THE OPPORTUNITY?
The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team.
This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $157,943 - $293,299 per year.
The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. Allied Universal SkillBridge Program Allied Universal partners with the U.S. Department of Defense (DoD) SkillBridge Program to support transitioning service members with up to 180 days of on-the-job training during their final months of active duty, while they continue to receive full DoD pay and benefits.
div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT IS THE OPPORTUNITY?
The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s).
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
li>Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include:
- Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Additional Qualifications: • Intermediate experience in credit management and lending operations with a strong understanding of risk management principles • Desire to build leadership and coaching skills with the ability to train and develop talent • Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams • Intermediate analytical skills with the ability to interpret complex data and make informed decisions • Industry-specific knowledge and expertise. Portfolio Management: Owns and manages an assigned credit portfolio ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
p>Additional Qualifications: • Intermediate experience in credit management and lending operations with a strong understanding of risk management principles • Desire to build leadership and coaching skills with the ability to train and develop talent • Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams • Intermediate analytical skills with the ability to interpret complex data and make informed decisions • Industry-specific knowledge and expertise.
Portfolio Management Owns and manages an assigned credit portfolio ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
p>• Bachelors Degree or equivalent in Finance, Business, or related field • Minimum 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries • Additional Qualifications: • Advanced experience in credit management and lending operations with a strong understanding of risk management principles • Desire to build leadership and coaching skills with the ability to train and develop talent • Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams • Advanced analytical skills with the ability to interpret complex data and make informed decisions • Industry-specific knowledge and expertise. Portfolio Management Owns and manages an assigned credit portfolio ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
El Segundo, CA30+ days ago
Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. In this role, you will manage and deepen a portfolio of established loan relationships across a national footprint, partnering closely with clients and internal teams to drive performance, identify new opportunities, and support continued growth in a dynamic sector.
strong>Job Description: The Portfolio Manager leads a high-performing team of Program and Project Managers to ensure the successful delivery of complex, high-impact client programs that drive strategic business outcomes at scale. Beyond portfolio leadership, this role serves as a force multiplier — elevating the capabilities of Strategic Program Managers through active mentorship, coaching, and the cultivation of a delivery culture rooted in collaboration, accountability, and continuous improvement.