Franchise Finance - Specialty Banking Portfolio Manager III

About the role

The position of Specialty Banking Portfolio Manager III is responsible for managing specialized work efficiently, with confidence and competence. Key responsibilities include supporting the management of profitable client relationships, cross-selling Bank’s lending, depository, and Treasury Management products, and leading underwriting on loan presentations.

Responsibilities

• Supports the management of profitable client relationships
• Cross-sells Bank’s lending, depository, and Treasury Management products to new and existing bank clients
• Assists in the review and structuring of large complex transactions, present deals to credit officers, and negotiate credit terms and legal documentation with clients and referrals
• Leads underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio
• Deepens relationships of existing clients and acquires new clients
• Maintains an existing portfolio of clients and monitors their operating performance
• Reviews monthly/quarterly financial statements, completes renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitors client relationship for compliance with credit standards
• Participates in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups
• Builds a great rapport with clients and fellow associates and treats others with respect and consideration regardless of their status or position

Requirements

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

Desired Qualifications

• MBA or certification in the field
• 10+ 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 strong credit knowledge
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades 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 requires a fast-paced environment with occasional overtime and travel. Must be able to work at a rapid pace for long periods of time, push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. Must be able to work overtime to the extent necessary, additional hours outside routine business hours to the extent necessary, and travel – estimated at 25% of the time.

Benefits

The Bank offers a comprehensive benefits package including insurance, 401k, an associate stock purchase program, paid time off, associate banking perks, and reasonable accommodation for qualified applicants and associates.