Commercial Banking Portfolio Manager: Risk, Renewal & Growth

Johnson Financial Group; Appleton (WI); Presencial; USD 90.000 - 120.000; Tempo integral

Resumo da vaga

Johnson Financial Group is seeking a Portfolio Manager to ensure timely reviews and renewals of commercial loans. The role includes interim monitoring of covenants and supporting business development calls with Relationship Managers. Strong analytical and communication skills are essential.

The position emphasizes adherence to loan policies, financial analysis, and collaboration with RMs to deliver exceptional client service and maintain JFG as a trusted financial partner.

Qualificações

• 2–4 years credit analysis or underwriting experience required.
• Working knowledge of lending policies and procedures, principles, and philosophy.

Responsabilidades

• Demonstrates full understanding of JFG loan policies and procedures.
• Provides accurate financial and statistical analysis and sound risk assessment of customers.
• Ensures annual loan maturities and renewals are completed to avoid past due loans.
• Performs periodic reviews for clients requiring more frequent monitoring.
• Researches and resolves loan structure changes due to borrower/market/industry shifts.
• Performs due diligence and review of loan documentation.
• Manages tickler reports for the portfolio and RMs.
• Collaborates with RMs to enhance customer experience and position JFG as a trusted financial partner.

Conhecimentos

Credit analysis

Cash flow analysis

Risk assessment

Communication skills

Formação

Bachelor's degree preferred

Ferramentas

MS Office

Descrição da vaga

Johnson Financial Group is seeking a Portfolio Manager to ensure timely reviews and renewals of commercial loans. The role includes interim monitoring of covenants and supporting business development calls with Relationship Managers. Strong analytical and communication skills are essential.

The position emphasizes adherence to loan policies, financial analysis, and collaboration with RMs to deliver exceptional client service and maintain JFG as a trusted financial partner.