• Portfolio Manager - Equipment Finance

    Location US-NY-New York
    Job ID
    Position Type
  • Introduction

    For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi - cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, high-tech and aviation help build sustainable businesses and expand our employees' potential for career advancement. 


    Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $41 billion, we've ranked among the 30 largest banks in the United States. And since 2010, we have been recognized by Forbes as one of the top 15 best banks in America. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.


    East West Bank is currently seeking an Equipment Finance Portfolio Manager in New York City. The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management of Equipment Finance relationships. Primary responsibilities include analyzing financial data to determine the merits of credit requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.


    • Underwrite and manage EWEF credits and prepare a comprehensive Commercial Credit Reports (CCR) and Concept Memos in conformance with the bank policies and procedures
    • Works closely with EWEF Team Members assisting with external calls, developing/structuring Credit Concept Memos, Term Sheets, and Commercial Credit Reports, and ensuring the high quality and fast turn-around of each.
    • Timely and accurate preparation of financial spread analysis for existing EWEF customers and for prospective EWEF customers.
    • Ongoing monitoring of credit/Covenant Compliance
    • Analyze and create financial loan write-ups to generate new loans.
    • Ensure compliance with EWB regulatory and credit requirements.
    • Assist in accurately risk rating loans/credits.
    • Develop problem loan credit solutions.
    • Assist with industry research, equipment management, and portfolio management.
    • As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship
    • Responsible for credit risk and quality of the portfolio.
    • Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
    • As appropriate with experience, assist in the development of junior bankers, credit analysts, and relationship associates.
    • May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
    • Perform other administrative duties required for the maintenance of a portfolio of clients.
    • Perform other duties and special projects as needed


    • Bachelor's degree is required.  Accounting background is preferred
    • 5 plus years of experience as a Credit Analyst / Underwriter for a bank or commercial finance company with direct Equipment Finance portfolio management experience.
    • Demonstrates strong underwriting and projection skills.
    • Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
    • Has strong knowledge in equipment finance transactions
    • Strong analytical, writing and modeling skills.
    • Excellent interpersonal skills with focus on quality and integrity.
    • Flexible and adaptable to dynamic environment


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