Portfolio Manager - Portland, OR

Zions Bancorporation; Portland (OR); Vor Ort; USD 89.000 - 119.000; Vollzeit

Benefits dieser Stelle

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Training

Paid Time Off (PTO)

11 Paid Federal Holidays

401(k) plan with company match

Zusammenfassung

Commerce Bank Northwest, a division of Zions Bancorporation, N.A., is seeking a Portfolio Manager in Portland, OR to cultivate client relationships and grow a loan portfolio with financial expertise.

You will analyze financial statements, monitor collateral, price loans, and support bankers on new and existing requests while delivering exceptional service to professional, nonprofit, and business clients.

Qualifikationen

• Requires a bachelor's degree in Finance, Business or other related field and 4+ years of banking, relationship management, underwriting and credit experience or other directly related experience.
• Working knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
• Knowledge of banking products, services, policies, procedures, and regulations.
• Strong credit skills in underwriting, financial modeling, valuations, and adherence to policy.
• Requires strong customer service, relationship, organizational, analytical, and creative problem-solving skills.
• Ability to meet deadlines.
• Must have strong communications skills, both verbal and written.
• Knowledge of various software applications including word processing and spreadsheets.

Aufgaben

• Manage and service a portfolio of existing loan relationships.
• Expand and build relationships with a high degree of customer satisfaction.
• Spread and analyze financial statements, assess industry risks, monitor collateral, structure and price loans, perform credit analysis.
• Report on loans (past dues, collateral exceptions, financial performance, portfolio profitability, risk grades).
• Monitor financial and market trends and their impact on the portfolio.
• Assist bankers with new and existing loan requests and other special projects.
• Other duties as assigned.

Kenntnisse

Credit analysis

Underwriting

Financial modeling

Valuations

Customer service

Relationship management

Communication skills

Ausbildung

Bachelor's degree in Finance/Business

Tools

Word processing

Spreadsheets

Jobbeschreibung

At the Commerce Bank Northwest, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit, and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.

We are looking for a Portfolio Manager in Portland, OR. Step into a key role where you will cultivate and expand valuable client relationships, using your financial expertise to shape and grow a successful loan portfolio.

Essential Functions:

• Responsible for managing and servicing a portfolio of existing loan relationships.
• Responsible for expanding and building relationships with a high degree of resultant customer satisfaction.
• Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance, and assisting with loan presentations.
• Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
• Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
• Assists bankers with new and existing loan requests and other special projects.
• Other duties as assigned.

Qualifications:

• Requires a bachelor's degree in Finance, Business or other related field and 4+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications.
• Working knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
• Knowledge of banking products, services, policies, procedures, and regulations.
• Strong credit skills in underwriting, financial modeling, valuations, and adherence to policy.
• Requires strong customer service, relationship, organizational, analytical, and creative problem-solving skills.
• Ability to meet deadlines.
• Must have strong communications skills, both verbal and written.
• Knowledge of various software applications including word processing and spreadsheets.
• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $89,000 - $119,000 depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

The Commerce Bank of Northwest a division of Zions Bancorporation, N.A. Member FDIC