Director of Portfolio Management
Director of Portfolio Management
Posted on :
28-09-2025
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1 Vacancy
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Job Description
SUMMARY
The Director Portfolio Management is responsible for the banks enterprise portfolio management process including workflows underwriting standards annual reviews etc. This position is required to work closely with the Chief Banking Officer as well as the Chief Credit Officer.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage and lead a team of local Portfolio Managers with dotted line responsibilities over the enterprise portfolio management group.
- Work closely with the Chief Banking Officer to assess and allocate workload and relationship assignments.
- Serves as a senior level liaison between line of business and credit administration to ensure appropriate portfolio quality reporting and compliance with banks risk appetite
- Provide employees with timely candid and constructive performance feedback; ensure professional development of team; provide challenging opportunities that enhance career growth recognize and reward employees for accomplishments.
- Coach and develop direct reports to contribute to the overall profitability of the portfolio through revenue generation and identifying opportunities to expand existing relationships.
- Routinely gathers feedback from the Sales team to ensure the support staff is exceeding expectations and focused on execution and delivery.
- Monitor and periodically review work samples of direct reports to provide actionable and constructive feedback
- Enhance or develop processes that reduce turnaround time or improve on existing SLAs.
- Delegate and monitor the market portfolio and coordinate with credit to complete all renewals or annual reviews within defined deadlines.
- Monitor incoming volume and balance pipelines and assignments. Participate in the underwriting workflow as needed.
- Collaborate with Analyst Management Team to create an environment of empowerment trust and support.
- Responsible for the acquisition retention and development of analyst talent. Formally manages guides mentors and coaches Analysts in both technical and professional skills.
- Drive key production metrics in the areas of service level agreements development and operational improvements.
- Cultivate strong and positive working relationships with cross functional and adjacent teams: Sales Closing Executive Loan Committee Loan Servicing Product etc.
- Proactively monitor and manage teams performance to ensure quality credit and avert any potential signs of default. Including the analysis/utilization of management reports audits referral reviews quality check-ins and performance reviews etc.
- Support continuous improvement ideas suggestions and initiatives to increase productivity and streamline processes.
ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management
- Demonstrates high level of quality work attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACT-Identity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
- This position does have supervisory responsibilities
MINIMUM QUALIFICATIONS
- 4yearsof Management experience.
- 5 years of underwriting experience with or understanding of credit/lending.
- BA/BS required with concentration in business or finance preferred or equivalent experience.
- Excellent communicator both written and verbally; communicates frequently in a clear concise manner; able to communicate at all levels of the organization.
- Effective leader and solution-based problem solver who anticipates issues who seeks out and evaluates information collaboratively across impacted areas to develop proactive solutions.
- Highly developed organizational skills with the ability to prioritize and control work environment.
- Self-motivated and independent with the ability to make sound decisions both in the management of the team and when approaching technical underwriting scenarios.
- Relentless internal and external customer service focus. Ability to develop and maintain positive working relationships with partners and stakeholders.
- Demonstrated ability to lead and motivate a team. Looks for ways to drive engagement and create development opportunities for the team.
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing walking and squatting less than fifty percent of the work shift
Required to lift move and carry up to 40 pounds
Ability to read count and write to accurately complete all documentation and reports
Must be able to see hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.)
X Light: Office work some lifting bending stooping or kneeling walking
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
The work space is clean orderly properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computer-based web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Required Experience:
Director
Employment Type
Full Time
Key Skills
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