Portfolio Manager

Talentify; Spokane (WA); On-site; USD 85,000 - 110,000; Full time

Job summary

Talentify is seeking a role to support Commercial Relationship Managers in managing a portfolio of commercial banking clients. The position involves meeting clients, preparing loan documents, and analyzing financial statements, tax returns, budgets, and other data to support loan decisions.

The successful candidate will perform ratio, industry benchmark, historical, and budget-to-actual comparisons to aid decision-making and expand the client relationship network.

Qualifications

• Supports Relationship Managers by building and maintaining relationships with commercial banking clients.
• Prepares loan documents and analyzes customer financial data including statements, tax returns, budgets.
• Performs ratio and benchmark analyses, historical analyses, and budget-to-actual comparisons.

Responsibilities

• Meet with commercial banking clients to support relationship growth.
• Prepare loan documentation and organize financial data for loan decisions.
• Conduct financial statement analysis, including budgets, tax returns, and industry benchmarks.

Job description

About The Role

Position provides a vital role in supporting the Commercial Relationship Managers in managing the assigned commercial client portfolio and seeks opportunity to expand the relationship and referral network. Provides support to Relationship Managers by building and maintaining strong relationships with commercial banking clients, meeting with clients, preparing loan documents, analyzing customer financial statements, tax returns, budgets, and other financial data. Performs ratio, industry benchmark, historical, and budget to actual comparative analysis. Prepares loan reports from which loan decisions