Senior Bank Portfolio Manager

Forcht Bank; Cincinnati (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401(k) Plan

Company Paid Life Insurance

PTO after 60 days

Paid Holidays

Employee celebrations

Job summary

Forcht Bank in Cincinnati seeks a Portfolio Manager to lead loan underwriting activities, analyze financials, and guide applications through the process. You will work closely with Banking Officers to meet client needs and expand product usage.

Qualified candidates bring extensive banking knowledge, analytical skills, and a commitment to service excellence, with a track record in leadership and cross-selling within a community bank setting.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Sales, or Communications.
• Ten years of experience in financial services or related customer-focused roles.
• Extensive knowledge of bank operations, procedures and regulations.
• Ability to adapt to changes in regulations, products, and procedures.

Responsibilities

• Provide leadership and coaching to direct reports.
• Develop and maintain productive relationships with Banking Officers to assess customer needs and products.
• Assist in obtaining loan information, explain processes, and answer questions.
• Analyze applicants’ financial status and credit to determine loan feasibility.
• Guide loan applications through underwriting and maintain regulatory compliance.

Skills

Financial analysis

Customer service

Leadership

Problem solving

Education

Bachelor's degree in Business, Finance, Accounting, Sales, Communications

Tools

Microsoft Office Suite

LaserPro

Bank information systems

Job description

Forcht Bank in Cincinnati seeks a Portfolio Manager to lead loan underwriting activities, analyze financials, and guide applications through the process. You will work closely with Banking Officers to meet client needs and expand product usage.

Qualified candidates bring extensive banking knowledge, analytical skills, and a commitment to service excellence, with a track record in leadership and cross-selling within a community bank setting.