Portfolio Mgr II-SAMG

About the role

The Portfolio Manager II-SAMG is responsible for assisting Strategic Asset Management (SAM) lenders with closely monitoring collateral position and financial performance, including comparisons to budget/plans, as well as monitoring covenants.

Responsibilities

• Assist with the write-ups of credit requests
• Keep loan documentation files updated as information is obtained
• Assist with engaging field exams and appraisals as needed
• Manage onboarding of new credit facilities to SAM
• Assist with updating Loan Ranking Worksheets
• Assist with the clearing of tickler exceptions
• Upload documents into Capital Stream
• Assist SAM Lenders in the creation of spreadsheets and other reports
• Maintain strong professional relationship(s) with originating loan officers and staff associated with the credits
• Work with other UMB groups as required & needed (i.e. Bankcard, Treasury, Capital Corp, Operations, etc.)
• Attend loan committee meetings as needed
• Assigned to manage smaller deals with assistance from Loan Officer and / or Manager
• Assist with the preparations of impairment analysis
• Other duties as assigned

Qualifications

• 4-year business-related college degree with at least 6 hours of accounting and/or relevant experience
• 2+ Years of commercial banking experience including credit underwriting
• Demonstrates comprehension and application of strong financial analysis skills
• Demonstrates ability to be a self-starter and show initiative
• Demonstrates strong level of understanding of credit underwriting
• Demonstrates ability to interpret policies / procedures, loan contracts, and understanding of credit reports, financial statements, and loan documents
• Demonstrates proficiency in Microsoft Word, Excel, Windows, FIS, Net Image and Capital Stream
• Demonstrates ability to work with diverse teams that encompass all levels of associates from various areas of the Bank, by phone and in person
• Demonstrates strong written & verbal communication skills, including difficult conversations with distressed borrowers
• Demonstrates knowledge of commercial lending transaction documentation, including legal documentation, collateral perfection, legal and regulatory requirements, and policy exceptions

Preferred qualifications

• 1+ Years of cash flow and asset-based lending experience, identification or risk and satisfactory underwriting of same

Pay

Compensation range: $67,869 - $99,836

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

Benefit offerings and eligibility requirements vary.