Director of Portfolio Management

Director of Portfolio Management - Beverly Hills, CA

At Cal Private Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It’s our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you’re driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, Cal Private Bank may be the place for you.

Your Opportunity:
Director of Portfolio Management

The Director of Portfolio Management plays a pivotal role in credit risk management, administration, and operational excellence leading the team of Portfolio Managers to ensure credit risk is identified, measured, monitored, reported, and controlled. This individual ensures proper scoping, scheduling, and completion of internal loan reviews, accurate risk ratings, and prudent credit administration and collections reinforcing the Board’s and Chief Credit Officer’s (CCO) vision for exceptional credit quality, strategic growth, and operational efficiency.

The Director of Portfolio Management acts as a mentor, technical expert, and solutionist, helping teams execute effectively, manage risk, and efficiently monitor the commercial and SBA loan portfolios. This position also serves as a bridge between the Market Leaders, Relationship Managers, Client Service teammates and ensure alignment, communication, and progress toward the Bank’s strategic goals. This role would work to prepare for, respond to, and generally manage all third-party loan reviews and internal audits testing controls within the credit department.

What You’ll Do

Commercial and SBA Loan Portfolio Management

• Lead active management of the Bank’s loan portfolio across CRE, C&I, and SBA segments to ensure credit quality, compliance, and performance objectives are met.
• Facilitate the bank’s internal loan review program and manage the portfolio manager staff to ensure accurate risk ratings and compliance with loan document requirements
• Ensure loan reviews scheduling is dynamic, risk based, and reports detailing progress results are prepared timely and submitted to executive management and the Board’s Director Loan Committee.
• Partner with the nCino product management team to leverage the platform for tracking and reporting annual loan reviews, financial ticklers, and covenant compliance across both the commercial and SBA loan portfolios.
• Collaborate with Special Assets on problem loan identification, workout strategies, restructures, and loss mitigation plans.
• Collaborate with other department leaders with compiling recurring reports to monitor overall credit quality and development of the quarterly CECL calculation and supporting documentation.
• Partner with Client Services department to manage, monitor, and ensure timely payments, collections, and management of maturing loans.

Technology & Process Optimization

• Champion the use of technology (including nCino, CoStar, IBISWorld, portfolio analytics, and workflow tools) to increase efficiency, accuracy, and scalability.
• Partner with internal and third party technological and product teams for development and continuous improvement of portfolio management processes, credit workflows, and risk monitoring systems.
• Implement automation, reporting enhancements, and data-driven decision tools to support real-time portfolio insights.
• Ensure departmental procedures, templates, procedures, and processes are well documented, refreshed as needed, and changes communicated to all applicable parties with training delivered as needed.

Leadership, Development, and Accountability

• Deliver structured onboarding, working with new hires to guide them through Cal Private systems, processes, and forms, fostering confidence and consistency.
• Provide structured coaching and personalized feedback to reinforce accountability,…