Franchise Finance - Specialty Banking Portfolio Manager I

About the role

The Specialty Banking Portfolio Manager I position involves supporting the management and senior Portfolio Managers with profitable client relationships. Key responsibilities include identifying prospects, coordinating marketing efforts, assisting in the review and structuring of large complex transactions, and underwriting on pre-screen memos and loan presentations.

Responsibilities

• Supporting the management and senior Portfolio Managers with profitable client relationships
• Coordinating marketing efforts on identified prospects with Bank team partners
• Aiding in the review and structuring of large complex transactions
• Presenting deals to credit officers and negotiating credit terms
• Assisting Managing Directors and Senior Portfolio Managers in ensuring the overall success and growth of an assigned portfolio
• Maintaining and monitoring the operating performance of an existing portfolio of clients, including reviewing financial statements, completing renewals, and monitoring compliance with credit standards
• Participating in community and business functions to enhance the bank's image within the regions' marketplace and industry-specific groups
• Building and maintaining a positive rapport with clients and colleagues, treating everyone with respect and consideration

Requirements

• Bachelor’s degree in related field or equivalent combination of education and experience
• 2-3+ years of relevant experience in specialty or commercial banking
• Related specialty banking or finance experience

Desired Qualifications

• MBA or certification in the field
• 3-5+ years of relevant experience in specialty or commercial banking
• Industry specific credit background
• Moody’s Risk Analyst experience
• Completed formal credit training program
• Strong communication, writing, and sales skills

Skills and Abilities

• Proficient in Microsoft PowerPoint, Word, and Excel
• Identify key relationships to achieve strategic goals and provide credit knowledge
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades internal partners or existing clients
• Well developed and proven organizational skills with ability to utilize time efficiently
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results

Work Environment

The position is office-based with traditional hours, requiring a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours), work overtime to the extent necessary, work additional hours outside routine business hours to the extent necessary, travel (estimated at 15% of the time), and maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, and associate banking perks. For more information about the benefits offered, please click here.