Portfolio Manager: Credit & Relationship Lead

CNB St. Louis; Missouri; On-site; USD 70,000 - 110,000; Full time

Job summary

CNB St. Louis Bank in St Peters, MO, seeks a Portfolio Manager blending commercial lending and credit analysis to manage client relationships and ensure credit quality. The role involves direct client communication, financial analysis, and collaboration with multiple teams across the bank.

You will prepare credit memos, review financial statements, and support loan decisions, while maintaining high customer service standards and meeting deadlines in a fast-paced banking environment.

Qualifications

• Bachelor’s degree in business administration, accounting, or finance.
• Experience in commercial lending or credit analysis.
• Strong written and verbal communication skills.
• Excellent customer service and ability to meet deadlines.

Responsibilities

• Underwrite new loan requests and renewals with lenders.
• Prepare credit memos with pricing and terms.
• Monitor loan portfolio and borrower compliance.
• Assist in committee and board presentations.
• Collaborate with credit analysts and lenders.

Skills

Financial analysis

Credit underwriting

Risk assessment

Customer service

Communication skills

Project management

Relationship management

Analytical thinking

Team collaboration

Education

Bachelor's degree in business administration, accounting, or finance

Tools

Microsoft Office

CRM software

Credit analysis software

Workflow software

Job description

CNB St. Louis Bank in St Peters, MO, seeks a Portfolio Manager blending commercial lending and credit analysis to manage client relationships and ensure credit quality. The role involves direct client communication, financial analysis, and collaboration with multiple teams across the bank.

You will prepare credit memos, review financial statements, and support loan decisions, while maintaining high customer service standards and meeting deadlines in a fast-paced banking environment.