Commercial Portfolio Manager - Biltmore/Phoenix (AZ)
National Bank of Arizona · Phoenix, AZ · 2 wk ago
On-siteFinanceFull-time
About the role
National Bank of Arizona is seeking a Commercial Portfolio Manager to join our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans.
Responsibilities
- Manage and service a portfolio of existing loan relationships.
- Expand and build relationships resulting in excellent customer satisfaction.
- Ensure financial statements are spread and analyzed, address industry risks, monitor collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance, and assist with loan presentations.
- Handle reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
- Keep informed of financial and market trends in the portfolio and analyze those trends for the effect they will have on the portfolio.
- Assist bankers with new and existing loan requests and other special projects.
- May manage Analysts and Loan Specialists.
Qualifications
- Bachelor's degree in Finance, Business, or other related field and 2+ years of banking, relationship management, underwriting, and credit experience.
- Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
- Knowledge of banking products, services, policies, procedures, and regulations.
- Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy.
- Solid customer service, relationship, organizational, analytical, and creative problem-solving skills.
- Ability to meet deadlines.
- Solid communications skills, both verbal and written.
- Knowledge of various software applications including word processing and spreadsheets.
Benefits
- Medical, Dental, and Vision Insurance - Start Day One!
- Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.