Business Banking Portfolio Manager

UMB Financial Corporation; Dallas (TX); On-site; USD 98,000 - 145,000; Full time

Job summary

UMB Financial Corporation in Dallas, TX is seeking a Business Banking Client Manager to oversee a large portfolio of commercial clients generating revenues from $1MM-$20MM. You will expand relationships within existing portfolios and spearhead selective new business development by leveraging client contacts.

In this role you will coordinate across product lines, identify cross-sell opportunities, monitor credit quality, prepare credit documentation with underwriting, and maintain key client

Qualifications

• Bachelor's degree or equivalent experience in related field.
• Three years of banking experience including credit analysis and client management.
• Strong knowledge of credit underwriting and ability to interpret loan documents.
• Excellent communication and analytical skills; proficient in Word, Excel & PowerPoint.

Responsibilities

• Manage a large portfolio of Business Banking clients; expand relationships within existing portfolio and acquire new business.
• Match client needs with appropriate products; identify cross-sell opportunities across bank lines.
• Monitor credit quality and prepare credit memoranda and supporting documentation with underwriting for approval.
• Maintain client service standards; timely reporting, documentation tracking, and issue resolution.

Skills

Client management

Credit analysis

Analytical skills

Communication skills

Networking

MS Office

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

UMB Financial Corporation in Dallas, TX is seeking a Business Banking Client Manager to oversee a large portfolio of commercial clients generating revenues from $1MM-$20MM. You will expand relationships within existing portfolios and spearhead selective new business development by leveraging client contacts.

In this role you will coordinate across product lines, identify cross-sell opportunities, monitor credit quality, prepare credit documentation with underwriting, and maintain key client