Commercial Portfolio Manager

Busey-Bank-2; Dallas (TX); On-site; 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

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Flexible spending accounts

Job summary

Busey Bank is seeking a Commercial Portfolio Manager in Dallas, TX to oversee client relationships and the bank’s loan portfolio. You will perform preliminary financial analyses to inform credit decisions and work closely with credit and loan teams to ensure policy adherence and risk management.

The role involves meeting clients, preparing review materials, and coordinating with internal teams to address servicing needs and opportunities for cross-sell based on industry trends and financial data.

Qualifications

• Requires a 4-year college degree with emphasis in Accounting or Finance.
• Requires 2+ years of banking, finance or sales related experience.
• Strong oral and written communication skills.
• Proficient in Microsoft Office.

Responsibilities

• Manage loan portfolios and client relationships with the full suite of Busey products.
• Perform preliminary financial analyses to support credit decisions.
• Collaborate with credit and loan coordination teams to maintain compliance.
• Prepare call plans and relationship reviews for prospects and clients.
• Identify referrals to other business lines and departments.
• Interact with customers to address routine servicing matters and risk-related items.

Skills

Credit fundamentals

Loan structuring

Compliance knowledge

Customer service

Communication

Microsoft Office

Education

4-year college degree in Accounting or Finance

Job description

Position SummaryThe 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 & ResponsibilitiesThe 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 analysisAddress industry risksCollateral requirementsLoan structuring and pricingInteract with customers independently to address routine and non-routine client servicing matters in addition to risk-related itemsPrepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIsIdentify and make referrals to other business lines and departmentsCollaborates and communicates with internal/external clients regarding both sensitive and routine mattersExternal networking and community involvementEducation & ExperienceKnowledge of:Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and complianceNeeds based sales and customer service skillsStrong oral and written communication skillsRequires knowledge of Microsoft OfficeAbility to:Gather pertinent information and make recommendations for considering new opportunitiesStay abreast of industry, market trends and informationAnalyze and interpret numerical dataPerform duties with frequent interruptions and time pressures in highly interruptive conditionsEducation 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 BenefitsSalary 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. 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 and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.Equal OpportunityBusey 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.Unsolicited ResumesBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (\"Agency\"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (\"Agreement\"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.