Commercial Portfolio Manager

https:/jobs.gogpac.com/gpac/search/Apply/all/640/504420737/Commercial%20Portfolio%20Manager.html; Bristol (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

A community-focused financial institution in Bristol, Connecticut, is seeking a Commercial Portfolio Manager to enhance its lending services. This role requires fostering client relationships while maintaining a strong loan portfolio. Ideal candidates should have a minimum of three years in lending or credit analysis and excellent communication skills. This opportunity offers a long-term career path in a reputable organization where teamwork is valued.

Qualifications

• Minimum of three years lending/credit analysis experience with an emphasis in Commercial Lending.
• Must have participated in formal credit training or 5 years of credit analyst experience.
• Experience directly with customers at all levels.

Responsibilities

• Evaluate the needs of potential clients and offer appropriate financial products.
• Provide ongoing relationship servicing with current clients.
• Gather and analyze financial data for determining creditworthiness.

Skills

Lending/credit analysis experience

Communication skills

Presentation skills

Proposal coordination

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Overview

A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager.

This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, year over year! This individual implements all aspects of lending services offered, developing a balanced and well-performing loan portfolio, and growing our lending business altogether.

This person must be able to work with people senior and junior to them in terms of responsibility and foster a collaborative and positive team environment. This position is ideally suited to a candidate seeking a long-term career opportunity.

Responsibilities

• Evaluate the needs of potential clients and offer appropriate financial products, services, and loans.
• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business.
• Gather and analyze financial data to assist in determining the creditworthiness of potential clients for risk and underwriting purposes.
• Prepare loan memos and documents to submit for loan approval.
• Ensure completeness and accuracy of loan documentation.
• Oversee timely closing and funding of loans.
• Coordinate and assist back-office personnel in resolving credit problems, delinquent payment issues, overdrafts, and other related affairs.
• Participate in an ongoing comprehensive training program to maintain awareness of compliance regulations; comply with Bank Secrecy Act and with operating controls and procedures; accountable for compliance with applicable consumer laws and regulations.

Qualifications

• Minimum of three years lending/credit analysis experience with an emphasis in Commercial Lending.
• Must have participated in formal credit training or 5 years of credit analyst experience.
• Experience working directly with customers at all levels, from support staff to business owners and managers.
• Excellent communication and presentation skills.
• Ability to prepare/coordinate proposals, review proposals for accuracy and work productively through the underwriting process.
• Experience working independently.
• Experience using Microsoft Outlook, Word, and Excel.

Contact

For additional information on this opportunity, please contact Brenda Hoek directly at 605.705.4795. Resumes may be confidentially sent to [e-mail].