Commercial Portfolio Manager III - AZ

Bankers Trust Co.

Phoenix (AZ)

Híbrido

USD 86 000 - 100 000

Tempo integral

Há 7 dias

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Vantagens oferecidas por esta oferta de emprego

Group Health Insurance

Dental Insurance

Vision Insurance

Generous PTO

401(k) match

Tuition assistance

Life Insurance

Lifestyle Accounts

Resumo da oferta

Bankers Trust Co. in Phoenix, AZ seeks a Commercial Portfolio Manager III to assist Commercial Relationship Managers by underwriting credit requests and performing due diligence in line with lending objectives.

You will monitor portfolios, ensure compliance with policies and regulations, engage with clients and industry specialists, and present to the Senior Loan Committee. This is a full-time, hybrid role with a competitive salary and benefits package.

Qualificações

BA/BS in Business, Accounting or Finance required.
At least six years of relevant commercial credit experience required.
Ability to research and understand commercial lending regulations; strong credit analysis skills.

Responsabilidades

Assist the Commercial Relationship Managers by underwriting the credit request and obtaining information from client.
Underwrite credit and develop appropriate credit structure in relation to risk.
Monitor portfolio with financial tracking and annual reviews.
Ensure compliance with bank policies and all applicable laws and regulations.
Participate in meetings with clients and internal teams to discuss work in process and reviews.
Present to Senior Loan Committee and support decision making.

Conhecimentos

Credit analysis

Customer relations

Commercial lending

Formação académica

BA/BS in Business, Accounting or Finance

Six years of commercial credit experience

Related field degree preferred / equivalent experience

Descrição da oferta de emprego

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time Phoenix, AZ, US

There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents®," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.

Job Summary:

The Commercial Portfolio Manager III will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The CPM III will also maintain and service existing customers as well as ensure credit quality guidelines and policies are met and monitored.

Primary Functions and/or Responsibilities:

Assists the Commercial Relationship Managers by requesting and obtaining all information needed from the client or prospect to underwrite the credit request

Assists the Commercial Relationship Managers to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk

Assists the Commercial Relationship Managers in the monitoring of the portfolio which includes, but is not limited to, financial tracking and monitoring maturing notes/annual reviews

Conducts business in compliance with bank policies and procedures, as well as all federal and state laws and regulations

Participates with the Commercial Relationship Managers in meetings to discuss work in process, exceptions, maturing notes, and annual reviews

Participates with the Commercial Relationship Managers in meetings with existing and/or prospective clients at either the customer's place of business or at the bank offices

Participates in discussions and subsequent meetings with commercial lending department, industry specialists, and other interested parties to exchange information and ideas, and to seek to understand the opinions of others

Presents to Senior Loan Committee

Performs other duties as assigned

Education and/or Experience:

BA or BS degree in Business, Accounting or Finance required

At least six years of relevant commercial credit experience required

Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

Ability to research and understand commercial and commercial real estate lending and banking regulations

Ability to deal effectively with customers and employees at all levels of the bank organization

Strong commercial credit analysis skills required

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $86,000 - $100,000 plus bonus.

Group Health, Dental, and Vision Insurance

Generous Paid Time Off (PTO)

401(k) plan with lucrative company match

Tuition assistance

Company Paid Life Insurance

Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.