- Review underwriting from loan officers or portfolio managers
- Joint prospect calls with BDO's/RM's to help add value and to learn more about the priorities of the prospects and how to mitigate the inherent risks.
- Investigate and follow-up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary; assist in the organization of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; and recommending suitable streamlining and cost reduction and/or income generation approaches for the division.
- Managing and expanding buy-side and sell-side relationships within the middle market syndicated loan space (generally, syndicated loans from companies with EBITDA from $20 million to $100 million)
- Lead the process for lead managed sell side middle market syndications, including helping to develop CIMs, gathering data and populating data sites, building a list of partner banks and helping all groups within CBG to finalize a club syndication transaction.
- Leading efforts to drive lead bank deals, including advising on proper fees, building and maintaining a sell side bank list, marketing to banks, generate and maintain data sites, and helping RM's close on lead deals with bank partners.
- Providing bi-weekly middle market bank syndication list to CBG.
- Regular marketing to buy and sell side banks for middle market lending opportunities. Requires quarterly travel to maintain relationships.
- Provide and track historical and forward middle market deal lists.
- Finalize and maintain middle market sell side policies and procedures.
- Conduct monthly (or more) meetings with CBG to review middle market lending activities and to maintain proper communication channels.
- Identify and help RM's execute on primary and secondary market opportunities within the middle market syndicated loan space
- Providing insight into credit and portfolio risk and market levels and trends within the middle market syndicated loan space
- Build out the middle market syndicated lending group
- Providing portfolio updates to management, the Board of Directors, and when needed, bank regulators
- Provide training and mentoring to lending staff
- Ensure implementation and compliance to meet lending and other applicable banking requirements.
- Comply with the Bank's security program, including but not limited to:
- Review and comply with the End-User Computing Agreement
- Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions.
- Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.
- Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer.
Job Qualifications/Requirements
- Required: Minimum seven years of experience in banking and three years in a management position.
- Required: Ability to analyze and organize financial information and perform complex financial calculations.
- Required: Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements.
- Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
- Required: Ability to respond effectively to the most sensitive inquiries or customer complaints.
- Required: Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, employees, regulators, or board members.
- Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
- Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- Required: Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
- Required: Organizational ability with strong supervisory and management skills.
- Required: Ability to remain flexible in order to adapt to changes in the work environment.
- Required: Ability to study and apply new information.
- Required: Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
- Required: Ability to work accurately with close attention to detail.
- Required: Ability to maintain confidentiality of sensitive information.
- Required: Ability to work with co-workers, customers, and outside agencies professionally and tactfully.
- Required: Possess a work ethic that includes neatness, punctuality, and accuracy.
- Required: Exhibit a professional, businesslike appearance and demeanor.
- Required: Supervise and monitor staff for successful operations and proper customer service.
- Required: All managers and supervisors are responsible to comply with and enforce the End-user Computing Agreement. They are also responsible for establishing controls that incorporate:
- Segregation of duties and appropriate supervision
- Transaction reconciliation
- Review and clearing of exception items and conditions
- Review of regularly occurring functions and reports
- Reporting of discrepancies or differences in operating functions or generated reports
- Protection and security of equipment, software and confidential data
- Maintaining adequate environmental controls
- Monitoring and maintaining control over the use of laptop computers
- Required: They are also responsible for:
- Adequate staff training on the appropriate use of systems, handling of diskettes and media, security policies and protection of confidential information.
- Periodic review of adherence to established security controls
- Reporting security deficiencies to the Information Security Officer
- Protection of confidential information and records
- Ensuring that all critical data is saved on the default server drives assigned to each user for automated backup
The salary range for this full-time position is $250,000.00/annually - $275,000.00/annually + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
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