Small Business Banking Portfolio Lead

Associated Banc‑Corp; Green Bay (WI); On-site; USD 61,000 - 104,000; Full time

Benefits offered by this job

401(k) and Pension

Volunteer time off

Diversity-focused Colleague Resource-G

Professional development and careerAdv

Employee stock purchase plan

Parental leave

Well-being programs

Banking benefits

Job summary

Associated Bank seeks a Small Business Banking Portfolio Manager in Green Bay, WI to oversee the ongoing health of existing commercial relationships through credit monitoring, portfolio management, and renewals. You will partner with Relationship Managers, credit teams, and support staff to deliver a superior client experience while maintaining risk standards.

Responsibilities include end-to-end renewal management, financial statement review, loan structure recommendations, and collaboration

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• 2+ years of Commercial Banking, Corporate Banking, Specialized Banking, SBA lending, Credit Approval, or related experience.
• Experience analyzing financial information and supporting credit-related decisions.

Responsibilities

• Manage the end-to-end renewal process by partnering with sales, support specialists, and credit teams to ensure timely completion of credit presentations and renewals.
• Monitor and manage a portfolio of small business banking relationships to support portfolio quality, client retention, and relationship growth.
• Analyze financial information and recommend appropriate loan structures based on client needs and credit considerations.
• Ensure portfolio administration and risk management activities comply with established credit policies, procedures, business strategies, and regulatory guidelines.
• Serve as a liaison among clients, Relationship Managers, credit partners, and internal business teams to address credit-related inquiries and support relationship needs.
• Collect and review financial statements and other required documentation to support portfolio management and renewal activities.
• Communicate loan rates, terms, and renewal expectations with clients while delivering a high-quality customer experience.
• Participate in community and business activities that help promote a positive presence within the local market.

Education

Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience

2+ years of Commercial Banking, Corporate Banking, Specialized Banking, SBA lending, Credit Approval, or related experience

Experience analyzing financial information and supporting credit-related decisions

Job description

Associated Bank seeks a Small Business Banking Portfolio Manager in Green Bay, WI to oversee the ongoing health of existing commercial relationships through credit monitoring, portfolio management, and renewals. You will partner with Relationship Managers, credit teams, and support staff to deliver a superior client experience while maintaining risk standards.

Responsibilities include end-to-end renewal management, financial statement review, loan structure recommendations, and collaboration