Commercial Portfolio Manager- Midvale, UT
for each section if content exists.
We must not repeat job title as heading. No Job ID. Remove boilerplate (cookie, navigation, legal, EEO, etc). The text includes some company intro; we can treat as "About the role" maybe? Actually "About the role" could be the introductory paragraph describing the role and team. Then "Responsibilities" list bullet points from "Ideal candidates will have the skills and experience necessary to:" then list of duties. Then "Requirements" or "Qualifications" for "What you need to bring to the table:" bullet list. Then "Benefits" section from "Benefits:" list. Then maybe "Location" or "Work Environment" but we only have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose appropriate ones. Pay not mentioned, so omit. Schedule not mentioned (though location says fully in office 5 days a week, that could be schedule? It's about work location, not schedule. Could treat as Schedule? The instruction: include section ONLY when posting has real, specific content for it. It says location: fully in office (5 days a week) at Zions Technology Center. That is schedule info (5 days a week). Could be considered Schedule. But they gave Schedule as possible heading. Might include Schedule section with that detail. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state location and 5 days a week, which is schedule. So we can include Schedule.
Benefits definitely present.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points exactly as given, maybe rephrase? Must preserve info, not necessarily exact wording but cannot lose detail. We'll copy the bullet points.
Let's extract sections.
Intro paragraph: "Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Zions Bank has just opened an opportunity for a Commercial Portfolio Manager in the Specialty Loan Servicing group located in the Zions Technology Center campus in Midvale, UT. Come join a team where you can collaborate and consult directly with clients as they manage their business operations. If you’re ready for the next step in your career, this may be your opportunity!"
That's about the role and company. We'll put under
About the role
with containing that.
Responsibilities: list from "Ideal candidates will have the skills and experience necessary to:" then bullet points:
- Underwrite and service a portfolio of commercial loan relationships.
- Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations.
- Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
- Provide customer service through clear communication skills, approachability, and working knowledge of all processes.
- Manage existing client relationships.
- Assist Relationship Managers and Branch Managers with credit requests.
- Collaborate and communicate with internal and external clients at a high level regarding sensitive matters, as well as routine matters.
- Expand, build and maintain relationships, with a resulting high degree of customer satisfaction.
- Remain flexible and support other responsibilities as needed for the business.
We'll put under
Responsibilities
with - each.
Qualifications/Requirements: "What you need to bring to the table:" then bullet points:
- Typically requires a Bachelor’s degree and 2 - 4+ years credit associated lending or 5+ years related experience.
- An equivalent combination of education and experience may meet qualifications.
- Comprehensive understanding of underwriting.
- Advanced knowledge of commercial and/or related lending required.
- Deep knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc.
- Experience with bank loan and deposit systems preferred: Credit Lead Tax Analysis Moody’s
- Excellent writing and verbal communication skills and confidence in working with internal and external senior level individuals.
- Advanced level expertise with MS Office – most particularly with Excel.
We could split into Requirements and Qualifications but we have both headings available. Could put under
Qualifications
(or Requirements). Since they said prefer few substantive sections over many thin ones, we could combine into one section maybe "Qualifications". But we have both headings; we can choose one. Let's use Qualifications
for that list.
Benefits: list from "Benefits:" then bullet points:
- 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 12 Paid Federal Holidays, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
We'll put under Benefits
with - .
Schedule: location info: "Location: This position is fully in office (5 days a week) at the Zions Technology Center The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company’s primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu. Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials."
We need to include schedule section maybe with heading
Schedule
and include the location details? But schedule heading is for schedule, not location. However we could treat location as part of schedule? Might be better to create a section "Location" but not in allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No Location. So we must either drop location info or incorporate into Schedule (maybe as "Work Schedule/Location"). The instruction: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". It does not forbid adding extra info under Schedule beyond schedule. So we can put location details under Schedule heading. That would be acceptable.
Thus Schedule section: Schedule
with containing the location paragraph.
We must not include Skills section because no specific skills list separate from qualifications. Could we extract skills? The qualifications already include skills. We'll omit Skills.
Now produce HTML fragment.
Check we didn't repeat job title. No Job ID. No boilerplate. Ensure we preserve all substantive info: we included intro paragraph, responsibilities bullets, qualifications bullets, benefits bullets, schedule/location paragraph.
Make sure we didn't miss any details: The intro includes "Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base..." etc. We included that.
Check responsibilities: we included all bullet points.
Check qualifications: we included all bullet points.
Check benefits: we included all bullet points.
Check schedule: we included location paragraph.
Now output HTML.
We'll wrap each section in appropriate tags.
Example:
About the role
...
Responsibilities
- ...
...
Qualifications
- ...
...
Benefits
- ...
...
Schedule
...
Make sure no extra whitespace issues.
Let's craft the paragraphs exactly as in text, preserving punctuation.
Intro paragraph: Let's copy:
"Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Zions Bank has just opened an opportunity for a Commercial Portfolio Manager in the Specialty Loan Servicing group located in the Zions Technology Center campus in Midvale, UT. Come join a team where you can collaborate and consult directly with clients as they manage their business operations. If you’re ready for the next step in your career, this may be your opportunity!"
Note there is a stray quote after Top Workplaces. We'll keep as is.
Now responsibilities bullets: copy each exactly.
- Underwrite and service a portfolio of commercial loan relationships.
- Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations.
- Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
- Provide customer service through clear communication skills, approachability, and working knowledge of all processes.
- Manage existing client relationships.
- Assist Relationship Managers and Branch Managers with credit requests.
- Collaborate and communicate with internal and external clients at a high level regarding sensitive matters, as well as routine matters.
- Expand, build and maintain relationships, with a resulting high degree of customer satisfaction.
- Remain flexible and support other responsibilities as needed for the business.
Qualifications bullets:
- Typically requires a Bachelor’s degree and 2 - 4+ years credit associated lending or 5+ years related experience.
- An equivalent combination of education and experience may meet qualifications.
- Comprehensive understanding of underwriting.
- Advanced knowledge of commercial and/or related lending required.
- Deep knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc.
- Experience with bank loan and deposit systems preferred: Credit Lead Tax Analysis Moody’s
- Excellent writing and verbal communication skills and confidence in working with internal and external senior level individuals.
- Advanced level expertise with MS Office – most particularly with Excel.
Benefits bullets:
- 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 12 Paid Federal Holidays, and any applicable state holidays
for prose. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points exactly as given, maybe rephrase? Must preserve info, not necessarily exact wording but cannot lose detail. We'll copy the bullet points. Let's extract sections. Intro paragraph: "Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Zions Bank has just opened an opportunity for a Commercial Portfolio Manager in the Specialty Loan Servicing group located in the Zions Technology Center campus in Midvale, UT. Come join a team where you can collaborate and consult directly with clients as they manage their business operations. If you’re ready for the next step in your career, this may be your opportunity!" That's about the role and company. We'll put under
About the role
withcontaining that. Responsibilities: list from "Ideal candidates will have the skills and experience necessary to:" then bullet points: - Underwrite and service a portfolio of commercial loan relationships. - Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations. - Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. - Provide customer service through clear communication skills, approachability, and working knowledge of all processes. - Manage existing client relationships. - Assist Relationship Managers and Branch Managers with credit requests. - Collaborate and communicate with internal and external clients at a high level regarding sensitive matters, as well as routine matters. - Expand, build and maintain relationships, with a resulting high degree of customer satisfaction. - Remain flexible and support other responsibilities as needed for the business. We'll put under
Responsibilities
with- each.
Qualifications/Requirements: "What you need to bring to the table:" then bullet points:
- Typically requires a Bachelor’s degree and 2 - 4+ years credit associated lending or 5+ years related experience.
- An equivalent combination of education and experience may meet qualifications.
- Comprehensive understanding of underwriting.
- Advanced knowledge of commercial and/or related lending required.
- Deep knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc.
- Experience with bank loan and deposit systems preferred: Credit Lead Tax Analysis Moody’s
- Excellent writing and verbal communication skills and confidence in working with internal and external senior level individuals.
- Advanced level expertise with MS Office – most particularly with Excel.
We could split into Requirements and Qualifications but we have both headings available. Could put under
Qualifications
(or Requirements). Since they said prefer few substantive sections over many thin ones, we could combine into one section maybe "Qualifications". But we have both headings; we can choose one. Let's useQualifications
for that list. Benefits: list from "Benefits:" then bullet points: - 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 12 Paid Federal Holidays, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire We'll put underBenefits
with- .
Schedule: location info: "Location: This position is fully in office (5 days a week) at the Zions Technology Center The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company’s primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu. Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials."
We need to include schedule section maybe with heading
Schedule
and include the location details? But schedule heading is for schedule, not location. However we could treat location as part of schedule? Might be better to create a section "Location" but not in allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No Location. So we must either drop location info or incorporate into Schedule (maybe as "Work Schedule/Location"). The instruction: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". It does not forbid adding extra info under Schedule beyond schedule. So we can put location details under Schedule heading. That would be acceptable. Thus Schedule section:Schedule
withcontaining the location paragraph. We must not include Skills section because no specific skills list separate from qualifications. Could we extract skills? The qualifications already include skills. We'll omit Skills. Now produce HTML fragment. Check we didn't repeat job title. No Job ID. No boilerplate. Ensure we preserve all substantive info: we included intro paragraph, responsibilities bullets, qualifications bullets, benefits bullets, schedule/location paragraph. Make sure we didn't miss any details: The intro includes "Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base..." etc. We included that. Check responsibilities: we included all bullet points. Check qualifications: we included all bullet points. Check benefits: we included all bullet points. Check schedule: we included location paragraph. Now output HTML. We'll wrap each section in appropriate tags. Example:
About the role
...
Responsibilities
- ... ...
Qualifications
- ... ...
Benefits
- ... ...
Schedule
...
Make sure no extra whitespace issues. Let's craft the paragraphs exactly as in text, preserving punctuation. Intro paragraph: Let's copy: "Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Zions Bank has just opened an opportunity for a Commercial Portfolio Manager in the Specialty Loan Servicing group located in the Zions Technology Center campus in Midvale, UT. Come join a team where you can collaborate and consult directly with clients as they manage their business operations. If you’re ready for the next step in your career, this may be your opportunity!" Note there is a stray quote after Top Workplaces. We'll keep as is. Now responsibilities bullets: copy each exactly. - Underwrite and service a portfolio of commercial loan relationships. - Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations. - Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. - Provide customer service through clear communication skills, approachability, and working knowledge of all processes. - Manage existing client relationships. - Assist Relationship Managers and Branch Managers with credit requests. - Collaborate and communicate with internal and external clients at a high level regarding sensitive matters, as well as routine matters. - Expand, build and maintain relationships, with a resulting high degree of customer satisfaction. - Remain flexible and support other responsibilities as needed for the business. Qualifications bullets: - Typically requires a Bachelor’s degree and 2 - 4+ years credit associated lending or 5+ years related experience. - An equivalent combination of education and experience may meet qualifications. - Comprehensive understanding of underwriting. - Advanced knowledge of commercial and/or related lending required. - Deep knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc. - Experience with bank loan and deposit systems preferred: Credit Lead Tax Analysis Moody’s - Excellent writing and verbal communication skills and confidence in working with internal and external senior level individuals. - Advanced level expertise with MS Office – most particularly with Excel. Benefits bullets: - 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 12 Paid Federal Holidays, and any applicable state holidays
- .
Schedule: location info: "Location: This position is fully in office (5 days a week) at the Zions Technology Center The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company’s primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu. Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials."
We need to include schedule section maybe with heading