Assistant Vice President, Portfolio Management
Assistant Vice President, Portfolio Management
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Job Description
Job Title:
Assistant Vice President Portfolio ManagementLocation:
West SaharaWhat youll do:
As a Portfolio Managerl you will be responsible for collaborating with multiple business lines on behalf of the Private Client Group to generate both purchase and refinance residential mortgage loans for WAB clients and prospects. You will initiate partnerships with all business lines and their leadership ensuring they are well informed about our Private Mortgage offerings while identifying opportunities for WAB to expand the personal and business relationships of our clients. Youll also work directly with third-party referral sources (Realtors Builders CPAs Financial Advisors etc.) to generate both purchase and refinance loans for clients and will refer acquired clients to the Private Client Group or other WAB bankers to expand the relationship with deposits and loans. Building rapport and analyzing clients financial situations are essential components of this role as is determining the most suitable loan products to meet their goals. Our commitment to delivering an exceptional customer experience is paramount and candidates for this position are expected to possess best in-class customer service skills.Be the go-to person for the borrower throughout the loan application process.
Ensure a seamless and smooth process for the client by building a strong partnership with the operations team.
Utilize technology and applications to multitask and manage various milestones throughout the Home Borrower Journey. You will collaborate with AmeriHome Mortgage colleagues to facilitate transactions for a smooth home borrower journey.
Assist borrowers with purchase transactions by working with the Private Client Group and WAB business units and by utilizing your centers of influence.
Work with the Head of Private Client Mortgage to interface with clients in-person over the phone and email to assess their credit needs and determine the best structure and items needed for analysis.
Work with the Head of Private Client Mortgage to gather and analyze necessary information to present a mortgage loan request to AmeriHome for approval.
Coordinate processing of approved loans; ensure loans are processed according to agreement customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems related to processing and servicing of loans within the WAB originated residential mortgage portfolio.
Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
Manage various other underwriting portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing WAB originated residential mortgage portfolio.
What youll need:
2 years of related experience in Portfolio Management and Residential Mortgage sales or similar field.
Bachelors degree or equivalent experience required.
Entry level to intermediate knowledge of general banking operations including deposit operations loan administration treasury management and/or other commercial banking products and services.
Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations rules and regulations industry standards and practices.
Entry level to intermediate knowledge of commercial credit and loan structuring and pricing dynamics. Credit analyst training completed.
Intermediate speaking and writing communication skills.
Benefits youll love:
We offer all the important things youd want like competitive salaries an ownership stake in the company medical and dental insurance time off a great 401k matching program tuition assistance program an employee volunteer program and a wellness program. In addition youll have the opportunity to bolster your business knowledge learning the ins and outs of how successful companies operate and manage their finances giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona Alliance Association Bank Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race sex color religion age nation origin marital status disability protected veteran status sexual orientation gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying please email or call . When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Required Experience:
Chief
Employment Type
Full-Time
