Commercial Portfolio Manager

Davita Inc.; Glenview (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading company is seeking a Commercial Portfolio Manager to manage client relationships and ensure adherence to credit policies. The role involves financial analysis, customer interaction, and collaboration with various teams to support the bank's operations. Candidates should possess a degree in Accounting or Finance and have experience in banking or finance.

Benefits

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Health insurance

Wellness incentives

Qualifications

• Requires knowledge of credit fundamentals and loan structuring.
• 2+ years of banking or finance experience needed.
• Strong communication skills required.

Responsibilities

• Manage client relationships and evaluate credit policies.
• Perform financial analyses and assist in loan decisions.
• Collaborate with internal and external clients.

Skills

Customer Service

Financial Analysis

Communication

Sales Skills

Education

4-year college 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. The Portfolio Manager will report to the Market President, a Relationship Manager II, or Portfolio Manager Team Lead.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: $70,000-$100,000/year )

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 BuseyTotal Rewardsfor 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 service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careersto learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey 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.