Commercial Portfolio Manager

Busey Bank; Dallas (TX); Hybrid; USD 75,000 - 106,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Company-paid life insurance

Long-term disability

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank is seeking a Commercial Portfolio Manager to manage client relationships and drive credit decisions. The role involves financial analysis, loan structuring, and collaboration with credit and loan teams to maintain a compliant book of business.

You will interact with clients and coordinate with internal departments to support growth. The position requires a 4-year degree in Accounting or Finance and 2+ years in banking or sales, with strong communication skills and proficiency in

Qualifications

• Requires 4-year degree with emphasis in Accounting or Finance.
• Minimum 2+ years banking, finance or sales-related experience.
• Strong credit fundamentals knowledge and compliance awareness.
• Excellent written and oral communication skills.

Responsibilities

• Perform preliminary financial analysis and risk review on client files.
• Structure and price loans with policy and market considerations.
• Interact with customers to address servicing matters and risk items.
• Prepare relationship reviews and call plans for prospects and clients.
• Collaborate across departments to identify opportunities and referrals.
• Engage in external networking and community involvement.

Skills

Credit fundamentals

Loan structuring

Customer service

Communication

Sales skills

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Job description

Position Summary

The Commercial Portfolio Manager provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the credit and loan coordination teams. The Portfolio Manager supports the bank’s relationship management efforts through preliminary financial analyses needed to make credit decisions, contributes and provides input to the loan decision process based on evaluation of key factors.

Duties & Responsibilities

• Perform preliminary financial analysis
• Address industry risks
• Collateral requirements
• Loan structuring and pricing
• Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related items
• Prepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIs
• Identify and make referrals to other business lines and departments
• Collaborates and communicates with internal/external clients regarding both sensitive and routine matters
• External networking and community involvement

Education & Experience

Knowledge of:

• Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance
• Needs based sales and customer service skills
• Strong oral and written communication skills
• Requires knowledge of Microsoft Office

Ability to:

• Gather pertinent information and make recommendations for considering new opportunities
• Stay abreast of industry, market trends and information
• Analyze and interpret numerical data
• Perform duties with frequent interruptions and time pressures in highly interruptive conditions

Education and Training: Requires a 4-year college degree with an emphasis in Accounting or Finance. Requires 2 or more years of banking, finance or sales related experience.

Compensation & Benefits

(Base Pay Range: $75,000 - $106,000 annually). Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us.

Busey’s Total Rewards include a competitive benefits package offering:

• 401(k) match
• profit sharing
• employee stock purchase plan
• paid time off
• medical
• dental
• vision
• company-paid life insurance
• long-term disability
• supplemental voluntary life insurance
• short-term disability
• long-term disability
• wellness incentives
• employee assistance program
• pre-tax health savings accounts
• flexible spending accounts

Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering extraordinary excellence.

Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Employment Opportunities

Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas. We strive to place talent applicants in positions that fit both their skillset and career goals. As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth! Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities—while delivering meaningful value to shareholders.