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 advancesAssist with portfolio management by monitoring reporting and compliance with established guidelinesMonitor and process loan paymentsProvide account maintenance, research, work with BSA/Compliance on approval as neededCoordinate with internal departments to assist clients with problem-solving requests as neededProvide support for the set up and execution of cash management services and other related Bank products with the clientPerform other administrative duties required for the maintenance of a portfolio of clientsPerform other duties and special projects as needed Qualifications 1-2 years’ experience in banking and/or Fund Finance is a plusAbility to work within set timelines while maintaining quality and attention to detailFlexible and adaptable to a dynamic work environmentDemonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasksExcellent verbal and written communication skillsStrong client service skills and strong sense of urgencyStrong time management skillsKnowledge of BSA/AML/OFAC Laws/Regulations is a plusProficient 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. Options Apply for this job onlineApplyShareEmail this job to a friendRefer <p style="margin: 0px;"><span style="color: #54585a;">Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.</span></p> Share on your newsfeedEast West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law. Application FAQs
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