Franchise Finance - Specialty Banking Portfolio Manager III

About the role

The Specialty Banking Portfolio Manager III position is responsible for managing specialized work efficiently, with confidence and competence. This role requires above average attention to details, a strong sense of duty, and a disciplined approach to work.

Responsibilities

• Support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis;
• Coordinate calling efforts on identified prospects with Bank team partners;
• Effectively support the management of profitable client relationships;
• Work with other areas in the Bank including Credit, Loan Operations and Executive Management;
• Cross-sell the Bank’s lending, depository and Treasury Management products to new and existing bank clients;
• Assist in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals;
• Lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients;
• Manage an existing portfolio of clients and monitor their operating performance, including reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards;
• Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups;
• Build a great rapport with clients and fellow associates and treat 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.

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, associate banking perks. For more information about the benefits offered click here.