2603-4 Commercial Portfolio Manager

Summary

The Commercial Portfolio Manager is the “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.

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
• Aid Commercial Lender(s) with new loan requests prior to and after approval
• Prepare application and closing documents using our loan documentation system
• Aid with loan origination and renewal functions – gathering financial information, analysis, handling appraisal/inspection requests, and other administrative functions, as needed

The duties listed are just generalities of typical commercial portfolio manager responsibilities and are not meant to be considered an all-encompassing job description.