Business Banking Portfolio Manager

Summit Logo; Oak Creek (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Summit Logo seeks a Business Portfolio Manager to support commercial lending in the Cedarburg/Greater Milwaukee area. You will assist in information gathering, monitor loan performance, underwrite and document loans, and partner with BRMs to implement the origination strategy for optimal financing structures.

You will manage assigned portfolios and ensure accurate processing and strong member service. Ideal candidates have a Bachelor’s degree in Business/Finance and 3+ years in banking or credit

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Three or more years of experience in business services/banking as credit analyst, portfolio manager, or relationship manager; or combination of applicable work experience and education.
• Professional, well‑developed interpersonal skills essential for interacting with credit union staff and members.
• Well‑developed mathematical skills.
• Ability to work accurately with figures and perform detailed work with an extremely high degree of precision.
• Knowledge of business loan processing and servicing.
• Knowledge of laws and regulations that govern member business lending.
• Ability to interpret and follow written policies.
• Ability to work under pressure and multi‑task, while maintaining professionalism and courtesy.
• Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.

Responsibilities

• Provide portfolio support to the Business Relationship Managers by assisting in gathering critical information and monitoring loan performance.
• Underwrite and document business loans assigned by VP Market Manager.
• Collaborate with market's BRMs to execute commercial loan origination strategy with prospects and COIs.
• Manage portfolio credit risk, capacity to repay, collateral adequacy, and loan covenants.
• Handle inquiries, resolve issues with deposits and loans, and ensure excellent member service.

Skills

Interpersonal skills

Mathematical skills

Attention to detail

Multitasking

Microsoft Word

Outlook

Excel

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Word

Outlook

Excel

Job description

Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive.

Current opportunity:
*Cedarburg, *
Greater Milwaukee/Racine
Provide portfolio support to the Business Relationship Managers by assisting in the gathering of critical information, monitoring loan/relationship performance, underwriting and documenting business loans assigned by VP Market Manager. The Business Portfolio Manager partners closely with assigned market’s Business Relationship Managers to execute on the commercial loan origination strategy by working directly with prospects, members and centers of influence (COI’s) to develop optimal financing structures to address borrowing needs. Responsible for the management of an assigned lending portfolio, including evaluation of ongoing credit risk, capacity to repay, adequacy of collateral, and loan conditions and covenants. Responsible for handling portfolio member inquiries, resolving issues with business deposit and loan accounts, delivering exceptional member service, and ensuring that all processes, procedures, letters, and documentation within areas of responsibility are contributing to a positive member experience.

Expected Outcomes

• Members receive outstanding accurate and timely service.
• Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
• Proactive relationship management results in minimal administrative delinquent loans.
• Business Services is well represented at community events and local non‑profits.
• Performance metrics demonstrate the attainment of key business objectives, including portfolio quality.
• Member experience and profitability are strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

Capability Requirements

• Bachelor's Degree in Business, Finance, or related field.
• Three or more years of experience in business services/banking as credit analyst, portfolio manager, or relationship manager; or combination of applicable work experience and education.
• Professional, well‑developed interpersonal skills essential for interacting with credit union staff and
• Well‑developed mathematical skills.
• Ability to work accurately with figures and perform detailed work with an extremely high degree of precision.
• Knowledge of business loan processing and servicing.
• Knowledge of laws and regulations that govern member business lending.
• Ability to interpret and follow written policies.
• Ability to work under pressure and multi‑task, while maintaining professionalism and courtesy.
• Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.