Middle Market Banking - Portfolio Management Manager

About the role

The Commercial and Specialty Banking Portfolio Management Manager is responsible for leading a team in supporting the management of profitable client relationships, coordinating calling efforts, and managing an existing portfolio of clients.

Responsibilities

• Supports the management of profitable client relationships
• Works with other areas in the Bank including Credit, Loan Operations, and Executive Management
• Cross-sells the Bank’s lending, depository, and Treasury Management products to new and existing bank clients
• Assists in the review and structuring of large complex transactions, presents deals to credit officers, negotiates credit terms, and legal documentation with clients and referrals
• Manages 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 and establishes referral contacts within the community

Requirements

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

Qualifications

• Desired qualifications include an MBA or certification in the field, 10+ years of relevant experience in commercial banking, previous leadership or supervisory experience, agribusiness credit background, Moody’s Risk Analyst experience, and completion of formal credit training programs
• 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

Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to 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. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel – estimated at 25% of the time.