SVP, C&I Portfolio Management

$175,000 - $225,000/Yr

Axos Bank - San Diego, CA

Full-time - Senior

San Diego, CA

Credit Intermediation and Related Activities

About the position

The SVP, C&I Portfolio Management role is responsible for managing and overseeing the Portfolio Management team, focusing on the continuous monitoring of the Bank's commercial loan portfolio. This includes ensuring compliance with processes, policies, and concentration limits, as well as overseeing the development of mid-level and junior staff. The position requires collaboration with various teams to ensure strong client service and effective loan administration, while also monitoring credit quality and preparing reports for review.

Responsibilities

• Establish department wide processes and policies, collaborating with project management and technology teams for implementation.
• Manage the engagement and workflow of product level and department audits, including internal and regulatory audits.
• Collaborate with relationship management, underwriting, operations, servicing, and special assets teams to ensure strong client service and loan administration.
• Review and approve or make recommendations for loan reviews and modifications.
• Monitor the credit quality of assigned portfolios, developing strategies for addressing changes in performance.
• Ensure strong loan file maintenance and monitor payments, collections, payoffs, and associated projections.
• Ensure accurate and timely document and covenant tickler monitoring and testing, utilizing dashboard reporting.
• Analyze data and prepare monthly and quarterly reports for review.
• Lead a high performing organization by engaging associates, setting expectations, holding teams accountable, and recognizing great work.

Requirements

• Bachelor's degree.
• 10+ years' asset-based lending and cash flow experience.
• Global C&I experience.
• Strong leadership skills.

Benefits

• Medical, Dental, Vision, and Life Insurance.
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year).
• HSA or FSA account and other voluntary benefits.
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan.
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading.