Portfolio Manager (in-office) - CA or NV
- 📁
- Wealth Management
- 💼
- Enterprise Services
- 📅
- 068646 Requisition #
Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career. This is an in-office role with the office being located at 750 E. Warm Springs Road, Las Vegas, NV 89119 or 11622 El Camino Real #200, San Diego, CA 92130.
The ideal candidate for the Portfolio Manager position will have the skills and experience necessary to fulfill the following responsibilities and qualifications:
· Manage and service a portfolio of existing loan relationships.
· Expand and build relationships with a high degree of resultant customer satisfaction.
· Ensure financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, underwriting, monitoring credit performance and assisting with loan presentations.
· Handle reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
· Assist bankers with new and existing loan request and other special projects.
· Perform other duties as assigned.
Qualifications:
· Requires a bachelor’s degree and 8+ years of banking, relationship management, lending, underwriting, and credit experience ot other directly related experience.
· An equivalent combination of education and experience may meet qualifications
· Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
· Advanced knowledge of banking products, services, policies, procedures, and regulations.
· Excellent credit skills in underwriting, financial modeling, valuations, and adherence to policy.
· Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills.
· Ability to meet deadlines.
· Must have excellent communications skills, both verbal and written.
· Knowledge of various software applications including word processing and spreadsheets.
Benefits:
· Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
· Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
· Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
· 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
· Salary Range: NV - $100,013-$166,688; CA - $104,775 - $174,625 depending on experience
· Mental health benefits including coaching and therapy sessions
· Tuition Reimbursement for qualifying employees
· Employee Ambassador preferred banking products
· Employees may, at the company’s discretion, be eligible to receive a cash bonus award
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
If you have any technical issues while completing the application, please first try these troubleshooting steps. If you continue to have issues, please reach out to us at careers@zionsbancorp.com.