AVP, Commercial Portfolio Manager - Grow Relationships & Credit

Associated Bank; Milwaukee (WI); On-site; USD 72,000 - 124,000; Full time

Job summary

Associated Bank in Milwaukee seeks a Portfolio Manager, AVP, to support Middle Market and Corporate Banking through underwriting, credit oversight, and portfolio management. You will analyze credit opportunities, monitor performance, and collaborate with Relationship Managers to deepen client relationships.

The role emphasizes strong credit quality, handling complex credits, and contributing to growth across Wisconsin and surrounding markets.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field or equivalent.
• 2+ years in Commercial, Corporate, or Specialized Banking.
• Strong experience in financial statement analysis, underwriting, credit analysis, and portfolio management.
• Preferred CFA designation and formal credit training.

Responsibilities

• Analyze financial statements, credit requests, and borrower performance to evaluate lending opportunities.
• Monitor portfolio performance and credit quality, identifying risks and repayment capacity.
• Ensure portfolio administration complies with credit policies and regulatory requirements.
• Partner with Relationship Managers to support client relationships, renewals, and banking solutions.
• Assist with due diligence and analysis for new client opportunities and credit recommendations.
• Present credit recommendations and participate in approval processes.
• Identify opportunities to expand client relationships through referrals and cross-selling.
• Represent the bank in business and community activities to support market presence.

Skills

Financial statement analysis

Underwriting

Credit analysis

Portfolio management

Sales experience

Formal credit training

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

CFA designation

Formal credit training

Job description

Associated Bank in Milwaukee seeks a Portfolio Manager, AVP, to support Middle Market and Corporate Banking through underwriting, credit oversight, and portfolio management. You will analyze credit opportunities, monitor performance, and collaborate with Relationship Managers to deepen client relationships.

The role emphasizes strong credit quality, handling complex credits, and contributing to growth across Wisconsin and surrounding markets.