Portfolio AssociateEast West Bancorp • Pasadena, CA, US

Portfolio Associate

East West Bancorp • Pasadena, CA, US

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Portfolio Associate

EWB Fund Finance was founded in 2012 and has grown its loan portfolio to over $3.5 billion; it now banks over 400 individual client entities. The group has clients in every major pocket of capital the U.S., ranging in size from $100MM in AUM to over $100 billion. Fund Finance is the largest specialized industry group in the Bank.

We are currently seeking a Portfolio Associate in our Fund Finance banking group. The Portfolio Associate will work with and provide support to the team's Relationship Managers and Portfolio Managers to process transactions and to monitor and maintain the Fund Finance loan portfolio. Primary responsibilities include the review and processing of loan advances, the collection and tracking the receipt of required financial reporting, loan payment collection and processing, and assisting in the set up and maintenance of depository services.

Responsibilities

Monitor and process loan advances
Assist with portfolio management by monitoring reporting and compliance with established guidelines
Monitor and process loan payments
Provide account maintenance, research, work with BSA / Compliance on approval as needed
Coordinate with internal departments to assist clients with problem-solving requests as needed
Provide support for the set up and execution of cash management services and other related Bank products with the client
Perform other administrative duties required for the maintenance of a portfolio of clients
Perform other duties and special projects as needed

Qualifications

1-2 years' experience in banking and / or Fund Finance is a plus

Ability to work within set timelines while maintaining quality and attention to detail

Flexible and adaptable to a dynamic work environment

Demonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasks

Excellent verbal and written communication skills

Strong client service skills and strong sense of urgency

Strong time management skills

Knowledge of BSA / AML / OFAC Laws / Regulations is a plus

Proficient in the use of Microsoft Office (Outlook, Word, Excel, and PowerPoint)

Compensation

The base pay range for this position is USD $24.00 / Hr. - USD $35.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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Associate Portfolio • Pasadena, CA, US