Commercial Portfolio Manager

Busey Bank; Dallas (TX); Remote; 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 insurance

Dental insurance

Vision insurance

Company-paid life insurance

Long-term disability

Supplemental life insurance

Disability insurance

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 using the full suite of Busey products and services. The role involves maintaining a compliant, well-managed loan book in partnership with credit and loan coordination teams, and contributing to credit decisions through financial analysis.

The position requires a four-year degree in Accounting or Finance and 2+ years in banking/finance or sales, with strong communication skills and Microsoft Office proficiency.

Qualifications

• 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
• 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.

Responsibilities

• Proactively manage the loan portfolio to ensure adherence to credit policy and complete required actions
• Perform preliminary financial analyses to support credit decisions and evaluate industry risks
• Address collateral requirements, loan structuring and pricing
• Interact with customers to handle routine and non-routine servicing matters and risk items
• Prepare call plans and relationship reviews for prospects and clients
• Collaborate with internal and external clients and refer to other business lines as needed

Skills

Credit fundamentals

Loan structuring

Bank policy

Compliance

Sales skills

Customer service

Communication

Microsoft Office

Education

Bachelor's degree in Accounting or Finance

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

• The Portfolio Manager will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as; 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 and Benefits

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. (Base Pay Range: $75,000 - $106,000 annually) 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.

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

Visit Busey Total Rewards for more information.

Job Locations

Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas.

Equal Opportunity

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.

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.