COMMERCIAL PORTFOLIO MANAGER
Summary:
The Commercial Portfolio Manager is the proverbial “nerve center” of our branch’s commercial lending team. Their primary responsibility is to oversee and assist in the underwriting, structuring, documenting, and monitoring of an assigned portfolio of clients, sharing responsibility for growing customer loan portfolios, and developing team solutions for credit, deposit, and non-credit products/services. A customer-centric “can do” attitude is essential to this role.
The ideal candidate will have a minimum of 10 years’ experience in portfolio management, commercial lending, credit analysis, lending support or a combination thereof. A Bachelor’s degree in accounting, finance, business or economics is preferred – other degrees considered with relevant work experience.
Skills:
- Proven track record of managing and developing commercial loan portfolios
- Exceptional financial analysis abilities and solid credit administration skills
- Excellent communication and sales presentation
- Strong understanding of general accounting principles with an emphasis on Cash Flow Analysis
Duties:
- Maintain client relations and loan portfolios with a high degree of professionalism, accuracy and efficiency
- Assist Commercial Lender(s) with new loan requests prior to and after approval
- Prepare application and closing documents using our loan documentation system
- Assist with loan origination and renewal functions – gathering financial information, analysis, handling appraisal/inspection requests, and other administrative functions, as needed