Portfolio Manager I
Company: United Business Bank
Location: Walnut Creek
Posted on: May 3, 2025
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Job Description:
Job DetailsLevel ExperiencedJob Location Walnut Creek 1 - Walnut
Creek, CASecondary Job Location(s) Los Angeles 23 - Los Angeles,
CA; Stockton 5 - Stockton, CAPosition Type Full Time -Salary Range
$90000.00 - $100000.00 Salary Description Join a winning team at
United Business Bank and enjoy a friendly and collaborative work
environment where opportunities for advancement are encouraged and
supported. We pride ourselves on the team that we have in place,
and we proudly state that our success is due largely to our team
and their commitment to our client base. Thank you for considering
United Business Bank as your next step in your career path, we look
forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets
and 35 offices in 5 states. We have an entrepreneurial spirit and
focus on the community by specializing in small to medium sized
business clients. Our single point of contact model delivers
outstanding customer service. United Business Bank's comprehensive
benefit package includes medical, dental, vision, 401K, long and
short term disability insurance, flexible spending account, a
generous vacation and sick policy.
About the Position...
The Portfolio Manager I is an onsite position and does not have
remote opportunities.
The Portfolio Manager I (PM I) is responsible for managing an
existing book of loans/relationships by performing a variety of
tasks such as monthly calls to all existing clients, annual site
inspections, analysis of client's financial statements, staying on
top of approaching maturities to ensure that renewals are submitted
timely to avoid unnecessary extensions, ensuring that loan files
are complete and in accordance with Bank policy, and for actively
managing technical exceptions. The PM I is also responsible for
providing service to those client relationships by identifying
their financial needs and filling those needs with the wide range
of products and services offered by United Business Bank. These
products and services may include extensions of commercial and/or
real estate credits, demand, cash management, savings or time
deposit account products or other services offered. They are
responsible for analyzing loan requests and determining whether a
loan is within an acceptable risk within the framework of the
Bank's policy and for preparing the required documents and
submitting it for approval. The PM I is equally responsible for
monitoring economic conditions applicable to the client's financial
condition as it may relate to increased risk to the Bank. The PM I
will support the Regional Team Lead - Portfolio Management, the
Chief Lending Officer and the Lending team with other duties as
assigned. In addition, the PM I will perform all duties accurately,
timely, efficiently and according to Bank policies, procedures and
regulatory guidelines, as well as the SBA SOP, if appropriate.
Qualifications About You...
You are a self-starter with an entrepreneurial spirit who thrives
in a team environment. You also have the following:
Education/Certification: Bachelors Degree in Business or related
field, preferred.
Required Knowledge: Knowledge of banking and lending operations and
procedures, as well as the various regulations and standard banking
practices.
Experience Required: Minimum of 3 years' experience in the
financial services industry.
Skills/Abilities:
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, or veteran status.
Keywords: United Business Bank, Vallejo , Portfolio Manager I, Executive , Walnut Creek, California
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