Jobs · Finance · Wisconsin

Portfolio Manager - AVP

Associated Bank · Green Bay, Wisconsin Metropolitan Area · Today
Finance$63k–$108k/yrFull-time

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

About the role

As a Portfolio Manager, AVP, you’ll help manage and grow a portfolio of Commercial Real Estate relationships by delivering thoughtful credit analysis and proactive portfolio management. You’ll partner with Relationship Managers and internal teams to support sound lending decisions, manage risk, and deliver an exceptional client experience. This role offers opportunities to deepen your commercial banking expertise while building strong client and business partnerships.

Responsibilities

  • Analyze financial statements, borrower information, and market data to evaluate new and existing Commercial Real Estate loan opportunities.
  • Prepare clear, comprehensive credit presentations to support sound lending decisions.
  • Monitor portfolio performance, loan repayment activity, and risk ratings to identify and address emerging credit concerns.
  • Partner with Relationship Managers to strengthen client relationships and support portfolio growth.
  • Manage annual reviews, covenant compliance, reporting requirements, and portfolio exceptions to maintain a high-quality portfolio.
  • Collaborate with Credit, Operations, and other business partners to deliver timely and effective client solutions.
  • Participate in loan approval discussions, client due diligence, and special projects that support business objectives.
  • Represent Associated Bank in community and professional organizations to build relationships and strengthen the bank's presence.

Requirements

  • Bachelor's degree in Finance, Accounting, or a related field, or an equivalent combination of education and experience.
  • 3+ years of Commercial Real Estate lending or credit approval experience.
  • Strong financial analysis, underwriting, and portfolio management skills.
  • Reliable transportation and the ability to lawfully drive, if required.

Preferred Qualifications

  • 3+ years of experience managing complex commercial credit relationships.
  • Previous sales or relationship management experience.
  • Formal commercial credit training.

Benefits

  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Pay

$63,000.00 - $108,000.00 per year

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