Strategic Commercial Portfolio Manager

Busey-Bank-2; Dallas (TX); On-site; USD 75,000 - 106,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Flexible spending accounts

Job summary

Busey Bank is seeking a Commercial Portfolio Manager in Dallas, TX to oversee client relationships and the bank’s loan portfolio. You will perform preliminary financial analyses to inform credit decisions and work closely with credit and loan teams to ensure policy adherence and risk management.

The role involves meeting clients, preparing review materials, and coordinating with internal teams to address servicing needs and opportunities for cross-sell based on industry trends and financial data.

Qualifications

• Requires a 4-year college degree with emphasis in Accounting or Finance.
• Requires 2+ years of banking, finance or sales related experience.
• Strong oral and written communication skills.
• Proficient in Microsoft Office.

Responsibilities

• Manage loan portfolios and client relationships with the full suite of Busey products.
• Perform preliminary financial analyses to support credit decisions.
• Collaborate with credit and loan coordination teams to maintain compliance.
• Prepare call plans and relationship reviews for prospects and clients.
• Identify referrals to other business lines and departments.
• Interact with customers to address routine servicing matters and risk-related items.

Skills

Credit fundamentals

Loan structuring

Compliance knowledge

Customer service

Communication

Microsoft Office

Education

4-year college degree in Accounting or Finance

Job description

Busey Bank is seeking a Commercial Portfolio Manager in Dallas, TX to oversee client relationships and the bank’s loan portfolio. You will perform preliminary financial analyses to inform credit decisions and work closely with credit and loan teams to ensure policy adherence and risk management.

The role involves meeting clients, preparing review materials, and coordinating with internal teams to address servicing needs and opportunities for cross-sell based on industry trends and financial data.